Nvidia has invested $2 billion in Californian chipmaker Marvell as part of a wider agreement that will see Marvell connect to Nvidia’s AI factory and AI-RAN ecosystem via its NVLink Fusion interconnect technology.

The partners will also collaborate on the development of silicon photonics, Nvidia said in a statement.

First unveiled in May 2025, NVLink Fusion allows partners to build semi-custom AI infrastructure linking non-Nvidia accelerators with Nvidia hardware in rack-scale solutions. When the offering was launched, Marvell was named by Nvidia as an early adopter of the technology for “model training and agentic AI inference,” alongside the likes of MediaTek, Alchip Technologies, Astera Labs, Synopsys, and Cadence.

Under the terms of the agreement, Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking that can be integrated with Nvidia hardware, including Vera CPUs, ConnectX NICs, Bluefield DPUs, NVLink interconnect, and Spectrum-X switches, and rack-scale AI compute.

The companies will also partner on the development of advanced optical interconnect solutions and silicon photonics technology that could help to advance AI-RAN, 5G, and 6G.

“Our expanded partnership with Nvidia reflects the growing importance of high-speed connectivity, optical interconnect, and accelerated infrastructure in scaling AI,” said Matt Murphy, chairman and CEO of Marvell. “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.”

Jensen Huang, CEO of Nvidia, added: “The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories. Together with Marvell, we are enabling customers to leverage Nvidia’s AI infrastructure ecosystem and scale to build specialized AI compute.”