Marvell

NVIDIA’s $2 billion investment in Marvell matters because it extends NVIDIA’s influence beyond GPUs and into the custom silicon, optical, and network-fabric layers that now determine whether AI clusters scale cleanly. According to NVIDIA (2026), the partnership ties Marvell’s custom XPUs and NVLink Fusion-compatible scale-up networking to NVIDIA’s Vera CPUs, ConnectX NICs, BlueField DPUs, NVLink interconnect, and Spectrum-X switches, which means customers can build semi-custom AI systems without leaving NVIDIA’s control plane. ...

Broadcom’s AI chip business is on track to surpass $100 billion in annual revenue by 2027, according to CEO Hock Tan’s March 2026 earnings call. For network engineers, this isn’t just a semiconductor headline — it’s a signal that demand for high-speed data center fabric expertise is about to explode. Every dollar spent on AI silicon requires corresponding investment in 800G switching, lossless Ethernet fabrics, and EVPN-VXLAN overlays to connect those chips. ...