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Marvell Technology shares were up 1.60% at $108.91 at the time of publication on Monday.
Nvidia invested $2 billion in Marvell, deepening their NVLink Fusion partnership.
KEY POINTS
- The partnership now covers silicon photonics and AI-RAN for 5G and 6G networks.
- Marvell is confirmed as AWS’s NVL Fusion integration partner for Trainium4.
- JPMorgan analyst notes the deal specifies Nvidia's full technology stack for Marvell's custom ASIC XPUs.
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