Nvidia announced today that it has invested $2 billion in Marvell Technology and entered a partnership connecting Marvell to Nvidia's AI factory and AI-RAN ecosystem through NVLink Fusion, the tech that allows third-party silicon to plug directly into Nvidia's proprietary interconnect fabric.
Marvell is one of the two dominant custom ASIC design houses alongside Broadcom. Its clients include AWS, for which it has helped develop the Trainium series of AI accelerators, as well as Microsoft and Google. These custom chips exist, in large part, to give hyperscalers an alternative to buying Nvidia GPUs, making Nvidia's investment in the company somewhat noteworthy.
