Marvell Technology, Inc. has announced a strategic partnership with NVIDIA, including a substantial $2 billion investment to co-develop AI infrastructure via NVLink Fusion. This alliance, which aims to enhance capabilities in AI chip development and custom silicon, positions Marvell to benefit from growing demands in data centers and the custom ASIC market. Concurrently, Marvell is engaged in discussions with Google to develop advanced AI chips, potentially reinforcing its market position amidst robust revenue growth projections.
“On March 31, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) and NVIDIA announced a strategic partnership to connect Marvell to NVIDIA’s AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion. This partnership provides customers with greater flexibility and options for developing next-generation AI infrastructure.”
“You have the laser supplier for $JBL, $MRVL: at $600m. They're getting listed on NASDAQ where all the institutional investors can finally enter.”
“And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ. This comes after a highly bullish 2.5% raise today from new 'international institutional investors' to likely fund regulatory/audit requirements for the listing.”
“$MRVL | Oppenheimer raises price target to $170 from $150 and maintains Outperform, implying ~27% upside driven by data center demand.”
“$700 MRVL (~5 shares $134): silicon photonics/CPO leader”
“Hold through 2026 earnings cycles. Sell half in late '27 if 1.6T module demand hits 5-10x growth projections (per TrendForce/Nomura)”
“$MRVL ended up getting $2B from $NVDA and gave projections on their Celestial CPO ramp (which trickles down to $SIVE).”
“$MRVL ended up getting $2B from $NVDA and gave projections on their Celestial CPO ramp (which trickles down to $SIVE).”
“مرفل MRVL ناويها رقم تاريخي جديد الخامسة ولفي هي الاقوى والاجمل 🚀”
“When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains... At $620m MC? You can't... Since there's only a few in the world.”
“$MRVL showing signs of a temp top stick on the daily. Not confirmed and pullback basing will help the name. If I was in I would inch up my stops and / or take a little profit.”
“$MRVL is involved not only in TPU but also in LPU. We observed that the OCS ratio in Scale Up scenarios is still rising rapidly.”
