Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.
Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
SiFive has added support for Nvidia's NVLink Fusion in its RISC-V CPU and SoC designs, aligning with major vendors and aiding custom CPU integration with Nvidia GPUs.
Amazon to fuse Nvidia's NVLink into Trainium4 accelerators
AWS's Trainium4 chips, using Nvidia NVLink Fusion, claim up to 6x FP4 performance and major bandwidth gains, enabling high-throughput inference and potential multi-chip pooling.
