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Shares of Nvidia have risen by close to 9% since the opening of trading on March 31, the day the GPU maker announced its $2 billion investment in, and strategic partnership with, Marvell Technology.
The deal gives Nvidia access to Marvell’s semi-custom chips and optical interconnect capabilities—technologies that are key for moving large volumes of data across increasingly complex systems.
As AI data centers scale up, Marvell’s custom chips and networking solutions, which are compatible with Nvidia’s NVLink Fusion platform, are positioned to help address bottlenecks in memory bandwidth, power efficiency, and interconnect speed.
By expanding capabilities in these areas and supporting broader interoperability across AI infrastructure, Nvidia is reinforcing its role as a full-stack AI platform provider.
To gauge potential impact, investors are looking at Nvidia’s past acquisitions. A frequently cited parallel is Nvidia’s 2019 purchase of Israeli chip designer Mellanox Technologies.
That deal was initially viewed as a way to strengthen Nvidia’s networking portfolio. Over time, Mellanox has become a significant factor in Nvidia’s data center dominance, with Nvidia bundling Mellanox’s high-speed networking technologies into its processors to support large-scale AI systems.

Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…