Semiconductor Company
Appears in 2 stories
Integrating custom chips and networking into Nvidia's NVLink Fusion platform
In ten months, Nvidia has poured roughly $14 billion into six companies that supply the chips, networking gear, optical links, and cloud capacity its artificial intelligence platform depends on. The latest: a $2 billion stake in Marvell Technology, the custom-chip designer behind Amazon's Trainium and Microsoft's Maia accelerators, announced March 31, 2026. Marvell's stock jumped 13% on the news.
Updated Apr 1
Completed acquisition of Celestial AI; building optical interconnect portfolio
Every time engineers double the data rate on a copper wire, electrical noise doubles too, cutting the usable cable length in half. That physics problem is now strangling the AI industry. As graphics processing units (GPUs) push toward 224 gigabits per second per lane, passive copper cables inside data centers can reach less than one meter before the signal degrades. Ayar Labs, a startup born from research at the Massachusetts Institute of Technology (MIT) and the University of California, Berkeley, just closed $500 million in Series E funding at a $3.75 billion valuation to mass-produce chips that replace those copper links with light.
Updated Mar 3
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