Nvidia invested $2 billion in chipmaker Marvell Technology to enhance AI infrastructure. This strategic partnership integrates Marvell’s technology into the Nvidia NVLink Fusion platform. The collaboration allows customers to develop custom AI systems with greater flexibility. Marvell shares jumped over 10% following the news.

The companies will jointly develop silicon photonics technology for high-speed data transmission. Marvell will contribute custom processors and networking components. Nvidia will provide CPUs, networking interface cards, and rack-scale AI computer systems. The partnership also focuses on building AI infrastructure for 5G and 6G telecommunications networks.