Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+
Bloomberg Dana Wollman
Related Coverage
- NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion Nvidia Newsroom
- Nvidia invests $2bn in chipmaker Marvell to boost AI networking Financial Times · Tim Bradshaw
- Nvidia Just Invested $2 Billion in This Chip Stock. Here's What Investors Should Know Motley Fool · Keith Noonan
- The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion The Next Platform · Timothy Prickett Morgan
- With new Marvell deal, Nvidia is chasing the AI control layer Network World · Taryn Plumb
- NVIDIA: $2 Billion Investment In Marvell To Expand AI Infrastructure Partnership Pulse 2.0 · Amit Chowdhry
- Nvidia Invests $2 Billion in Marvell The Information · Martin Peers
- Marvell Gets a $2 Billion Investment From Nvidia. The Stock Soars. Barron's Online · Adam Clark
- Should You Chase the Nvidia-Triggered Rally in Marvell Stock Today? Barchart.com · Wajeeh Khan
- Nvidia's $2 billion bet reveals its next big target TheStreet · Vuk Zdinjak
- Marvell stock pops 13% as Nvidia takes $2 billion stake, continuing run of similar bets CNBC · Samantha Subin
- Exciting to see NVIDIA and Marvell Technology join forces through NVLink-C2C to accelerate the future of silicon photonics and next-generation AI infrastructure. … Bill Vass
- Nvidia drops another $2B into Marvell today for custom AI chips & photonics. — This isn't random. … Rahul Todi
Discussion
-
@patrickmoorhead
Patrick Moorhead
on x
Not surprised at all. $MRVL optical and photonics are really good. The XPU to NVLink comment is interesting. Need to drill into it.
-
@marvelltech
@marvelltech
on x
We're excited to announce a strategic partnership with NVIDIA to deliver greater choice and flexibility for customers building next-generation AI infrastructure. Through this collaboration, Marvell will provide custom XPUs and NVLink Fusion™ compatible scale-up networking, [image…
-
@danielnewmanuv
Daniel Newman
on x
$NVDA 🤝 $MRVL Nvidia continues to signal that connectivity is the next big bottleneck.
-
@nvidianewsroom
@nvidianewsroom
on x
NVIDIA and @MarvellTech join forces through NVLink Fusion to expand ecosystem and give customers greater choice and flexibility in developing next-generation infrastructure. https://nvidianews.nvidia.com/ ...
-
@stocksavvyshay
Shay Boloor
on x
Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric. [video]
-
@jukan05
Jukan
on x
Is Nvidia basically an AI semiconductor ETF now?
-
@jukan05
Jukan
on x
*NVIDIA INVESTS $2B IN MARVELL TECHNOLOGY ????