ChipsThe story, in brief
Nvidia invests $2bn in chipmaker Marvell to boost AI networking
$2B. That's what Nvidia just bet on silicon photonics to unlock the next generation of AI data centers.
The KeyNews take
Why it matters
Nvidia and Marvell are tackling a critical AI infrastructure bottleneck—data center networking speed. Silicon photonics can dramatically reduce latency and power consumption in large-scale AI clusters, making this a strategic move to own the entire stack from chips to interconnect.
The key facts
5 to knowNvidia invests $2B in Marvell Technology
Focus: silicon photonics for AI data center networking
Strategic partnership to accelerate data center systems
Addresses data center interconnect and networking bottlenecks
Published March 31, 2026
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Semiconductor groups join forces on silicon photonics to speed up data centre systems