By Manali Pradhan, CFA
Publication Date: 2026-04-09 09:20:00
Shares of Nvidia (NVDA +2.06%) have popped by close to 9% since the opening of trading on March 31, the day that the GPU maker announced its $2 billion investment in, and strategic partnership with, Marvell Technology (MRVL +4.63%).
Image source: Getty Images.
The deal gives Nvidia access to Marvell’s semi-custom chips and optical interconnect capabilities, technologies that are crucial for moving massive amounts of data across increasingly complex systems. As artificial intelligence (AI) data centers scale up in size, Marvel’s custom chips and networking solutions, which are compatible with Nvidia’s NVLink Fusion platform, can help address bottlenecks in memory bandwidth, power efficiency, and interconnect speed.
By strengthening its position in these areas and enabling broader interoperability across AI infrastructure, Nvidia is reinforcing its role as a full-stack AI platform provider.
What does history show?
To get a sense for what the impact of this partnership will be, investors should look at some of Nvidia’s past acquisitions. The clearest parallel is its 2019 purchase of Israeli chip designer Mellanox Technologies. While that deal was initially viewed as a way to strengthen its networking portfolio, it has since become a crucial factor in driving Nvidia’s dominance in data centers. Nvidia bundles Mellanox’s high-speed networking technologies into its processors to power large-scale AI systems.
Today’s Change
(2.06%) $3.67
Current Price
$181.77
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