NVIDIA and Marvell Technology announced a strategic partnership on March 31, 2026, with NVIDIA investing $2 billion to connect Marvell's custom XPUs and scale-up networking into the NVLink Fusion rack-scale platform. The deal effectively absorbs Marvell's custom ASIC business into NVIDIA's ecosystem, ensuring NVIDIA retains revenue even in AI racks where its GPUs are displaced by customer-specific silicon. The companies will also collaborate on silicon photonics and AI-RAN infrastructure for 5G/6G.