… The deal explicitly calls for Marvell to support Nvidia’s licensable NVLink Fusion ports, and to be super precise, says Marvell “will provide custom XPUs and NVLink Fusion-compatible scale-up networking.” That does not necessarily mean that Marvell will support Nvidia’s NVSwitch switches, and the w… …
… Add it all up, and Marvell is forecasting sales of $15 billion in F2028, up nearly 40 percent compared to F2027. ai microsoft marvell innovium connect compute aws teralynx xpu ualink
… And later in March, Nvidia inked a similar $2 billion deal with Marvell to add NVLink Fusion ports to custom accelerators , but we think there is a chance that some CPO technology from the $2.5 billion Celestial AI acquisition by Marvell back in December 2025 is also part of this deal. …
… And we think that Anthropic will work with Marvell and Alchip, the chip shepherds that the Annapurna Labs division of AWS uses to get Trainium XPUs, Graviton CPUs, and Nitro DPUs into its own datacenters, to make racks of iron for it much as Google is allowing Broadcom to do the same with its TPU s… …
… But thus far, Avago transformed into the modern Broadcom has worked – and worked marvelously. …
… Regulators around the world worried about the effect the deal would have on the IT industry and Broadcom had to make some promises – such as to the European Union, which demanded concessions from the semiconductor giant that would help Marvell Technology – and had to deal with a tougher regulatory … …
… But this may be on purpose as HPE is walking away from bad service provider deals and focusing on more profitable enterprise and sovereign deals. …
… The announcements above basically say that, and that these deals are non-exclusive means Nvidia absolutely wants competition – and the more the merrier to drive down prices. …
… It is hard to say whose Ethernet ASICs might be used, but it won’t be Nvidia’s and it might not be Broadcom’s, so that leaves Cisco Systems’ or Marvell’s. …
… Micron no doubt does not want to do a lot of such SCA deals because it limits its pricing levers. But it probably is a good thing to ink a few such deals so it can confidently build out a capacity expansion plan and fund it. …