Nvidia is to invest $2 billion in Marvell to ensure that Marvell’s customers for datacentre ASICs have a route to compatibility with Nvidia’s computing platform.

The two chip giants battle for positioning as the AI supercycle shifts from model training to inference.

Marvell Technology (NASDAQ:MRVL) shares jumped 11% on Tuesday following the announcement of a strategic partnership with Nvidia and a $2 billion investment from the chipmaker.

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...

The deal pulls one of the biggest custom ASIC designers into Nvidia's proprietary interconnect ecosystem.

Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering, tightening ...

But for a few years until 2021, the company kept its roadmaps folded up in the front left inside pocket of co-founder and chief executive officer Jensen Huang’s leather jacket, but as the GenAI boom ...

Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also ...

Shares of Nvidia fell 3% after a report that Meta, one of Nvidia's key customers, could strike a deal with Google to use its tensor processing units for its data centers. Nvidia responded in a ...

If you thought Nvidia's GB200 rack systems were big, CEO Jensen Huang is just getting started. At GTC last month, the world's ...

Broadcom and AMD could have more upside.

Over the weekend, Nvidia Corp (NASDAQ: NVDA) CEO Jensen Huang pushed back against growing market speculation that custom AI chips from cloud providers could overtake Nvidia's GPUs, calling the idea ...