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371 Nvidia’s $2 billion Marvell bet is not an investment. It is a toll booth.

The Next Web
Alina Maria Stan @ The Next Web · 04/04/2026 09:14 EDT

Nvidia’s $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia has invested $2 billion in Marvell Technology and folded the chipmaker into its NVLink Fusion ecosystem, creating a partnership that covers custom AI accelerators, silicon photonics, and 5G/6G infrastructure. The deal ensures that every custom chip Marvell designs for hyperscalers like Amazon, Google, and Microsoft still generates Nvidia revenue through mandatory platform components, turning […]
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