US EditionNvidia 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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Stock Market Today, March 31: Nvidia Rises on $2 Billion Marvell AI Infrastructure Partnership
Nvidia (NASDAQ:NVDA), a leader in GPUs and AI computing platforms, closed Tuesday at $174.40, up 5.59%. The stock moved higher after news of a $2 billion Marvell Technology investment and expanded AI infrastructure partnership, which investors are viewing as a fresh AI demand catalyst.The company’s trading volume reached 214.6 million shares, about 16.6% above compared with its three-month average of 184 million shares. Nvidia went public in 199…
It is expected that large technology companies, including Alphabet and Meta, spend at least US$ 630 billion to build IA infrastructure this year
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…
Nvidia proved again that it's a kingmaker for AI companies. Just ask Marvell Technology.
Benjamin Fanjoy/Getty ImagesMarvell Technology stock surged as much as 11% on Tuesday after Nvidia announced a $2 billion stake.Nvidia is opening up its system in order to link its capabilities with Marvell's.Nvidia's backing positions Marvell as a key player in the competitive AI chip market.The move: Marvell Technology stock jumped as much as 11% on Tuesday. Shares are now up 12% in 2026 and have climbed more than 50% over the past year.The wh…
Nvidia invests $2B in Marvell to power custom AI chips and expand its AI infrastructure ecosystem - Tech Startups
Nvidia just made another decisive move in the race to control the future of AI infrastructure. The chip giant is investing $2 billion in Marvell Technology, tightening its grip on a market that is quickly shifting toward custom-built silicon and […] The post Nvidia invests $2B in Marvell to power custom AI chips and expand its AI infrastructure ecosystem first appeared on Tech Startups.
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