엔비디아, 마벨과 전략 파트너십 20억 달러 투자
무슨 발표인가
- NVIDIA, Marvell에 20억 달러 투자
- NVLink Fusion 통한 AI 인프라 통합
- 반도체 포토닉스 기술 협력
원문 (영어)
NVIDIA and Marvell Technology, Inc. (NASDAQ: MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion , offering customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure.
The companies will also collaborate on silicon photonics technology. In addition, NVIDIA has invested $2 billion in Marvell. The partnership builds on NVIDIA NVLink Fusion, a rack-scale platform that enables customers to develop semi-custom AI infrastructure using the NVIDIA NVLink ecosystem.
Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking, while NVIDIA will provide the supporting technologies, including Vera CPU, ConnectX NICs, BlueField DPUs, NVLink interconnect and Spectrum-X switches, and the rack-scale AI compute.
For customers developing custom XPUs, NVLink Fusion enables a heterogeneous AI infrastructure fully compatible with NVIDIA systems, allowing seamless integration with NVIDIA GPU, LPU, networking and storage platforms while leveraging NVIDIA’s rich technology stack global supply chain ecosystem.
The companies will also partner to transform the world’s telecommunication network into AI infrastructure with NVIDIA Aerial AI-RAN for 5G/6G, and advance world-class networking for AI, including advanced optical interconnect solutions and silicon photonics technology.
“The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Marvell, we are enabling customers to leverage NVIDIA’s AI infrastructure ecosystem and scale to build specialized AI compute.”
원문: NVIDIA News — "NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion" (2026-05-06) 공식 원문: https://nvidianews.nvidia.com/news/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion