'The inference inflection has arrived': Nvidia pumps $2 billion into chipmaker Marvell to boost its AI factories to the next level — so does this mean it'll be working with Amazon Trainium soon?

• Nvidia invests $2 billion to bring Marvell into the NVLink Fusion ecosystem
• NVLink Fusion enables third-party accelerators to communicate with Nvidia GPUs efficiently
• Marvell provides custom XPUs and scale-up networking for heterogeneous AI infrastructure

Nvidia has invested $2 billion in Marvell Technology and entered a strategic partnership that connects the custom chip designer to Nvidia’s AI factory ecosystem through NVLink Fusion.

NVLink Fusion enables third-party accelerators to communicate with Nvidia components over a high-bandwidth, low-latency interconnect, while maintaining compatibility with Nvidia’s rack-scale AI platforms.

The move integrates Marvell’s capabilities in high-performance analog, optical DSP, silicon photonics, and custom XPUs with Nvidia’s GPU, CPU, and networking infrastructure.

Nvidia expands its AI ecosystem

“The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories,” Jensen Huang, founder and CEO of Nvidia said.

“Together with Marvell, we are enabling customers to leverage Nvidia’s AI infrastructure ecosystem and scale to build specialized AI compute.”

NVLink Fusion was first launched in May 2025 as a platform for heterogeneous AI infrastructure.

It allows non-Nvidia accelerators to communicate with Nvidia GPUs over a high-bandwidth fabric.

Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking for the partnership.

Nvidia will supply Vera CPUs, ConnectX NICs, BlueField DPUs, and NVLink interconnect components.

Every NVLink Fusion platform must include at least one Nvidia product to function properly, and this means Marvell-designed ASICs still generate revenue for Nvidia despite using custom silicon.

"By connecting Marvell's leadership in high-performance analog, optical DSP, silicon photonics and custom silicon to Nvidia's expanding AI ecosystem through NVLink Fusion, we are enabling customers to build scalable, efficient AI infrastructure," said Matt Murphy, chairman and CEO of Marvell.

Marvell reported $8.2 billion in revenue for its fiscal year 2026, which ended January 2026, with data center revenue accounting for more than 74% of the total.

The company’s acquisition of Celestial AI late last year added photonic fabric technology to its portfolio, and this deal now places that capability inside Nvidia’s ecosystem.

The two companies will also collaborate on silicon photonics technology and on transforming the world’s telecommunication network into AI infrastructure using Nvidia’s Aerial AI-RAN for 5G and 6G networks.

Marvell is not the only company joining Nvidia's proprietary ecosystem, as Samsung Foundry joined the NVLink Fusion program in October last year.

Arm followed shortly after, entering the program in November and enabling its licensees to build NVLink-compatible CPUs for a wider range of applications.

However, not every major chipmaker has signed on, as Nvidia rivals AMD, Intel, and Broadcom remain notably absent from the program.

These competitors have instead chosen to back the open UALink standard as a competing rack-scale interconnect, creating a clear divide in the industry.

The absence of these rivals matters because Marvell already helps Amazon develop its Trainium series of AI accelerators, placing the company in an unusual position.

That existing relationship with Amazon predates this new partnership with Nvidia by several years, creating potential tension between the two deals.

The announcement from Nvidia and Marvell does not address whether Trainium collaboration will emerge from this deal, leaving the question unanswered.

However, Nvidia's $2 billion investment successfully pulls a key custom silicon designer into a proprietary ecosystem where it controls the interconnect standard.

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