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Nvidia’s $2 billion Marvell bet is not an investment. It is a toll booth.
Nvidia has invested $2 billion in Marvell Technology and folded the chipmaker into its NVLink Fusion ecosystem, creating a partnership that covers custom AI accelerators, silicon photonics, and 5G/6G [...]
Google plans nearly two million new AI chips as it turns to Marvell for custom designs
Google is in talks with chip designer Marvell Technology to develop two new specialized chips for its data centers, according to The Information, citing two sources.<br /> The article Google pla [...]
Google is in talks with Marvell to build custom AI inference chips as it diversifies beyond Broadcom
Summary: Google is in talks with Marvell Technology to develop two new AI chips – a memory processing unit and an inference-optimised TPU – adding a third design partner alongside Broadcom and Med [...]
Marvell jumps after Jensen Huang calls it the next trillion-dollar company
It took one sentence from Jensen Huang to move tens of billions of dollars. Marvell Technology shares surged about 25% in premarket trading on Tuesday after Nvidia’s chief executive, sharing a Compu [...]
Google debuts AI chips with 4X performance boost, secures Anthropic megadeal worth billions
Google Cloud is introducing what it calls its most powerful artificial intelligence infrastructure to date, unveiling a seventh-generation Tensor Processing Unit and expanded Arm-based computing optio [...]
Marvell hands Google a $12.2bn share option in a custom-chip deal
Marvell Technology has agreed to give Google the right to buy up to $12.2 billion of its shares. In return, Google will buy its custom chips. The chipmaker set out the deal in a regulatory filing on W [...]
Baseten takes on hyperscalers with new AI training platform that lets you own your model weights
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]