Marvell and NVIDIA Collaborate to Enhance AI Infrastructure with Custom Silicon Solutions

Marvell Teams Up With Nvidia To Help Hyperscalers Scale AI Infrastructure - Marvell Tech (NASDAQ:MRVL)

Marvell Technology, Inc. MRVL announced on Monday that it would collaborate with Nvidia Corp NVDA to offer Nvidia NVLink Fusion technology to customers employing Marvell's custom cloud platform silicon. NVLink Fusion helped integrate custom XPU silicon with Nvidia NVLink connectivity, rack-scale hardware architecture, software, and other technology. Marvell custom silicon with NVLink Fusion offers hyperscalers an accelerated path to custom scale-up solutions that meet the demands of model training and agentic AI inference. Also Read: Nvidia, Chip Stocks Jump as U.S. and China Slash Tariffs in Surprise Trade Truce Hyperscalers can now seamlessly deploy these customized capabilities across their AI data center infrastructure while leveraging their architecture investments in NVLink. NVLink gives cloud providers an easy path to scale out AI factories to millions of custom XPUs by effectively enabling them to integrate their proprietary XPUs into Nvidia's rack-scale systems and end-to-end networking platform. Marvell Cloud senior vice president and general manager Nick Kucharewski said Marvell and Nvidia are working together to advance AI factory integration by offering customers the flexibility to rapidly deploy scalable AI infrastructure with the bandwidth, performance, and reliability required to support advanced AI models. Nvidia Director of Accelerated Computing Shar Narasimhan said NVLink Fusion extends Nvidia's open platform to partners like Marvell, enabling hyperscalers to scale out AI factories to millions of GPUs, using custom silicon, Nvidia's rack-scale systems, and the Nvidia end-to-end networking platform to meet the accelerating demand for intelligence. Marvell stock plunged 44% year-to-date as the Trump administration's tariff policies took a toll on the semiconductor industry. In the first week of May, Marvell postponed its Investor Day and updates on its AI strategy from a June 2025 event to an unspecified date in 2026, citing ongoing macroeconomic uncertainty. Marvell said the company will instead host a webinar on June 17 focused on the future of custom silicon for AI infrastructure. CNBC's Jim Cramer recommended buying Marvell after the company announced the successful interoperability of the Marvell Structera portfolio of Compute Express Link (CXL) devices with Advanced Micro Devices, Inc. AMD EPYC CPUs and 5th Gen Intel Corp INTC Intel Xeon platforms. Price Action: MRVL stock is down 2.46% to $62.21 at the last check on Monday. Read Next: Marvell AI Chips Stay On Track, JPMorgan Dismisses Share Loss Chatter Photo by JHVEPhoto via Shutterstock MRVLMarvell Technology Inc$62.42-2.10%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum24.78Growth24.52Quality-Value15.97Price TrendShortMediumLongOverviewAMDAdvanced Micro Devices Inc$114.53-2.25%INTCIntel Corp$21.39-1.27%NVDANVIDIA Corp$135.590.14%Market News and Data brought to you by Benzinga APIs

Marvell and NVIDIA to Provide Custom Solutions for Advanced AI Infrastructure By Investing.com

Marvell Custom Silicon with NVIDIA NVLink Fusion Delivers Greater Flexibility for AI Infrastructure and Accelerates Time to Deployment SANTA CLARA, Calif., May 19, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it is teaming with NVIDIA to offer NVIDIA NVLink Fusion technology to customers employing Marvell custom cloud platform silicon. NVLink Fusion is an innovative new offering from NVIDIA for integrating custom XPU silicon with NVIDIA NVLink connectivity, rack-scale hardware architecture, software and other technology, providing customers with greater flexibility and choice in developing next-generation AI infrastructure. The Marvell custom platform strategy seeks to deliver breakthrough results through unique semiconductor designs and innovative approaches. By combining expertise in system and semiconductor design, advanced process manufacturing, and a comprehensive portfolio of semiconductor platform solutions and IP"including electrical and optical serializer/deserializers (SerDes), die-to-die interconnects for 2D and 3D devices, advanced packaging, silicon photonics, co-packaged copper, custom high-bandwidth memory (HBM), system-on-chip (SoC) fabrics, optical IO, and compute fabric interfaces such as PCIe Gen 7" Marvell is able to create platforms in collaboration with customers that transform infrastructure performance, efficiency and value. Marvell custom silicon with NVLink Fusion offers hyperscalers an accelerated path to custom scale-up solutions that meet the rigorous demands of model training and agentic AI inference"where outputs are driven by learned knowledge and reasoning. Hyperscalers can now seamlessly deploy these customized capabilities across their AI data center infrastructure while also leveraging their architecture investments in NVLink. NVLink gives cloud providers an easy path to scale out AI factories to millions of custom XPUs by effectively enabling them to integrate their proprietary XPUs into NVIDIA's rack-scale systems and the NVIDIA end-to-end networking platform. The core technology of NVLink Fusion is a chiplet delivering up to 1.8TB/s of bidirectional bandwidth. "Marvell and NVIDIA are working together to advance AI factory integration," said Nick Kucharewski, senior vice president and general manager, Cloud Platform Business Unit at Marvell. "Through this collaboration, we offer customers the flexibility to rapidly deploy scalable AI infrastructure with the bandwidth, performance and reliability required to support advanced AI models." "The computing landscape is being reshaped as AI is no longer an application"it is foundational to modern data centers," said Shar Narasimhan, Director of Accelerated Computing at NVIDIA. "NVLink Fusion extends NVIDIA's open platform to partners like Marvell, enabling hyperscalers to scale out AI factories to millions of GPUs, using custom silicon, NVIDIA's rack-scale systems and the NVIDIA end-to-end networking platform, to meet the world's accelerating demand for intelligence." About Marvell To deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process and secure the world's data with semiconductor solutions designed for our customers' current needs and future ambitions. Through a process of deep collaboration and transparency, we're ultimately changing the way tomorrow's enterprise, cloud, automotive, and carrier architectures transform"for the better. Marvell and the M logo are trademarks of Marvell or its affiliates. Please visit www.marvell.com for a complete list of Marvell trademarks. Other names and brands may be claimed as the property of others. This press release contains forward-looking statements within the meaning of the federal securities laws that involve risks and uncertainties. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future events, results or achievements. Actual events, results or achievements may differ materially from those contemplated in this press release. Forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions that are difficult to predict, including those described in the "Risk Factors" section of our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and other documents filed by us from time to time with the SEC. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and no person assumes any obligation to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise.