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Nvidia invests $2 billion in Marvell, launches AI partnership
Nvidia's $2 billion investment integrates Marvell’s photonic and networking tech into AI infrastructure amid a $630 billion industry expansion, said industry sources.
- On Tuesday, Nvidia announced a $2 billion direct investment in Marvell Technology, deepening their partnership to enhance artificial intelligence infrastructure and integrate Marvell's custom silicon and networking solutions.
- Nvidia CEO Jensen Huang said the deal enables customers to leverage "Nvidia's AI infrastructure ecosystem and scale to build specialized AI compute," addressing surging token generation demand in the AI buildout race.
- Bolstering this integration, Marvell closed a $3.25 billion acquisition of Celestial AI last month, bringing photonic fabric technology that enables faster, more efficient data movement between chips to address GPU interconnect challenges.
- Shares of Marvell surged more than 11% following the announcement as management guides fiscal 2027 revenue above $11 billion, targeting roughly 40% growth in its data-center segment.
- Positioned at roughly 23x forward earnings with 30% revenue growth projected for fiscal 2027, Marvell offers exposure to data-center expansion; analysts project 25% upside with average price targets near $117.
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21 Articles
It is expected that large technology companies, including Alphabet and Meta, spend at least US$ 630 billion to build IA infrastructure this year
·Brazil
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Nvidia Expands AI Strategy With $2 Billion Investment In Marvell Technology
Nvidia has announced a $2 billion investment in Marvell Technology, expanding its footprint across the artificial intelligence ecosystem. The deal led to a sharp rise in Marvell’s shares, which climbed more than 9 percent in pre-market trading. The agreement will integrate Marvell more closely into Nvidia’s AI infrastructure network, with both companies collaborating on areas such as silicon photonics and telecom networking. The partnership aims…
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Total News Sources21
Leaning Left0Leaning Right3Center8Last UpdatedBias Distribution73% Center
Bias Distribution
- 73% of the sources are Center
73% Center
C 73%
R 27%
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