NVIDIA and Marvell Technology have entered a strategic alliance to support the development of AI infrastructure, connecting Marvell to NVIDIA’s AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion. The collaboration is intended to provide customers building next-generation infrastructure on NVIDIA architectures with greater choice and flexibility.
The partnership also includes NVIDIA’s $2 billion investment in Marvell. It builds on NVIDIA NVLink Fusion, a rack-scale platform that enables customers to develop semi-custom AI infrastructure using the NVIDIA NVLink ecosystem. Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking, while NVIDIA will supply technologies including Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnects, Spectrum-X switches, and rack-scale AI compute.
For customers developing custom XPUs, NVLink Fusion enables a heterogeneous AI infrastructure compatible with NVIDIA systems, supporting integration with NVIDIA GPU, LPU, networking, and storage platforms, alongside NVIDIA’s broader technology stack and supply chain ecosystem.
The companies will also collaborate on transforming telecommunications networks into AI infrastructure using NVIDIA Aerial AI-RAN for 5G and 6G. They will further develop networking technologies for AI, including optical interconnect solutions and silicon photonics.
The partnership reflects increasing demand for high-speed connectivity, optical interconnects, and scaled AI infrastructure, and focuses on enabling more flexible approaches to building AI compute systems.
