英伟达向Marvell投资20亿美元，深化AI基础设施布局

Nvidia is investing $2 billion directly into Marvell Technology, expanding a partnership aimed at strengthening artificial intelligence infrastructure as global AI spending accelerates. The agreement tightens integration between Nvidia’s AI computing platforms and Marvell’s custom silicon, networking, and photonics technologies — key components in scaling next-generation data centers. The investment underscores how chipmakers are aligning more closely across the AI hardware stack, from GPUs to networking fabrics, as enterprises and cloud providers race to support rapidly growing token generation and model deployment demands. Industry estimates place the broader AI infrastructure opportunity at roughly $630 billion over the coming years, intensifying competition among semiconductor and networking firms. …