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NVIDIA Invests $2B in Marvell: What It Means for Both Stocks

NVIDIA just can't stop making multi-billion dollar investments in AI stocks. See what its latest investment in Marvell signals going forward.

MarketBeat

Nvidia invests $2 billion in Marvell to deepen NVLink Fusion partnership — signs deal with one of its biggest competitors

Nvidia announced today that it has invested $2 billion in Marvell Technology and entered a partnership connecting Marvell to Nvidia's AI factory and AI-RAN ecosystem through NVLink Fusion.

Tom’s Hardware

Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck

Nvidia publishes 2026 – 2028 data center roadmap with Rosa CPU, Feynman GPU, optical NVLinks and Groq LPUs with NVFP4 and NVLink.

Tom’s Hardware

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Is Nvidia opening up its NVLink doors even further? New partnership with AMD will see greater integration across many kinds of chips

Nvidia NVLink Fusion now integrates with Arm-based Neoverse CPUs, enabling hyperscalers and governments to deploy GPUs efficiently in workstations and servers.

TechRadar

'NVLink is the key': Analysts ponder on probably the biggest tech deal of the decade - Intel + Nvidia and what it means for TSMC, AMD and others

Industry commentary sees Nvidia–Intel tie-up as decade-defining, with NVLink at its core, and analysts focused on implications for TSMC and AMD.

TechRadar

Nvidia could be readying B30A accelerator for Chinese market — new Blackwell chip reportedly beats H20 and even H100 while complying with U.S. export controls

Nvidia is reportedly preparing two China-specific Blackwell accelerators — the B30A for AI training and the RTX 6000D for inference — that will outperform the HGX H20 and L20 PCIe while staying within U.S. export limits.

Tom’s Hardware

Broadcom’s Takes on NVIDIA: Why Tomahawk Ultra Could Boost Shares

Broadcom's potential just got raised. Tomahawk Ultra is a battle cry against NVIDIA, adding upside to shares. Easing restraints on China are another good sign.

MarketBeat

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Nvidia's Jen-Hsun Huang boasts that one spine of its new NVLink Fusion tech can 'move more traffic than the entire Internet'

And unusually for Nvidia tech, it'll work with other vendors' CPUs, too.

PC Gamer

Nvidia announces NVLink Fusion to allow custom CPUs and AI Accelerators to work with its products

Nvidia's NVLink Fusion program allows customers to use the company’s key NVLink tech for their own custom rack-scale designs with non-Nvidia CPUs or accelerators in tandem with Nvidia’s products.

Tom’s Hardware

Nvidia shows off Rubin Ultra with 600,000-Watt Kyber racks and infrastructure, coming in 2027

Nvidia had its Kyber rack and infrastructure on display at GTC. These will be the follow-up to the Blackwell Ultra B300 and Rubin racks and infrastructure and will move to even more power and computing-dense solutions with NVL576. It's still two years away, and it's going to be a race…

Tom’s Hardware

This is what Nvidia's Exaflop supercomputer-in-a-rack looks like — the DGX GB200 NVL72 tower most likely uses 48V, 2.5kA to deliver a staggering 1,440 petaflops, could cost millions

Nvidia's DGX GB200 NVL72 rack scale system houses 72 Blackwell GPUs connected by NVLink.

TechRadar

Nvidia’s next-gen AI GPU is 4X faster than Hopper: Blackwell B200 GPU delivers up to 20 petaflops of compute and other massive improvements

Nvidia revealed its upcoming Blackwell B200 GPU at GTC 2024, which will power the next generation of AI supercomputers and potentially more than quadruple the performance of its predecessor. Here are all the details on the new family of data center and AI products.

Tom’s Hardware

Nvidia Unveils DGX GH200 Supercomputer, Grace Hopper Superchips in Production

Nvidia announced that its Grace Hopper CPU+GPU Superchips are now in production, and also introduced the DGX GH200 supercomputer and MGX platforms that will use its new AI-optimized Ethernet Spectrum-X networking platform.

People

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