SMadvice
Entrepreneur
Junior
36 posts
"Get Richer "
Posted on 31. Mar 2026
• The partnership focuses on silicon photonics to speed up data transfer using optical technology
• It enables seamless integration between Nvidia GPUs and custom AI chips from hyperscalers
• Marvell already works with companies like Amazon to build alternative AI accelerator chips
• Nvidia is expanding beyond GPUs to become a full AI data center platform provider
• AI scaling requires massive chip clusters, making high-speed connectivity increasingly critical
• Marvell stock jumped ~8% on the news and is up over 50% in the past year
Both companies are aggressively investing and acquiring to dominate the AI infrastructure race.
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