最近的一项投资于今日公布，英伟达向迈威尔科技(MRVL.US)投资了20亿美元。两家公司揭晓了战略 合作伙伴关系，旨在通过英伟达的NVLinkFusion将迈威尔连接至英伟达的AI工厂和AI-RAN生态系统， 凸显出英伟达欲携手迈威尔科技携手加速推进数据中心光互连技术。 本月早些时候，英伟达披露了对总部位于荷兰的AI算力租赁领军者——即欧洲知名AI算力基础设施供 应商Nebius(NBIS.US)的20亿美元投资。该伙伴关系将帮助Nebius在2030年底前部署超过5吉瓦(GW)的英 伟达系统。 在此之前，英伟达分别向光网络公司Lumentum(LITE.US)和Coherent(COHR.US)各投资了20亿美元。这 些投资将帮助由黄仁勋领导的公司确保未来在先进激光和光网络产品方面的获取权及产能权。 从OFC 2026 的整体数据中心光互连发展风向看，行业主线已经非常清晰：超大规模AI数据中心的瓶颈 正从单芯片算力转向"集群级互连带宽、能耗和可扩展性"。Lumentum 堪称是光通信关键部件的制造者 (激光器、光器件供应商)，它也出货一些光模块产品和子系统，但其核心技术优势在于能独家构建最基 础光源与高速光 ...

31日，英伟达宣布向Marvell Technology战略投资20亿美元，将其纳入自身AI基础设施生态体系，消息 推动Marvell美股盘前一度飙升逾11%。 根据合作协议，Marvell将为英伟达生态提供定制XPU及兼容NVLink Fusion的扩展网络方案，双方同时 在硅光子技术及5G/6G网络领域展开联合研发。这是英伟达近期一系列规模相近战略押注之一，此前已 相继向Synopsys、CoreWeave、Coherent、Lumentum等各投资20亿美元，形成覆盖AI基础设施全链条的 生态布局。 一博科技：公司已与Intel、AMD、Marvell等保持十余年的长期合作，对芯片测试验证的PCB设计、仿 真分析及生产验证积累了丰富的经验。 此前Marvell宣布以32.5亿美元收购光互联公司Celestial AI，后者核心产品"光子互联"以光信号替代传统 电信号在芯片间传输数据，功耗效率是铜线互连的两倍以上，覆盖范围更长、带宽显著提升。 *免责声明：文章内容仅供参考，不构成投资建议 国元证券指出，Celestial AI的光互联平台可支持AI集群在机架内及跨机架间扩展，该收购补全了 Marvell产 ...

Want to know how the market will react when the U.S.-Iran war finally ends? CNBC's Jim Cramer said Tuesday's session gives investors the answer. "They [will] go down noticeably," Cramer said of rates. "They go down because we now realize that there's a huge amount of inflation stemming from the war. Not just from oil going higher – we saw that at the pump – but from the ancillary products that came out of the Gulf: fertilizer, polyethylene and aluminum." He continued, "We didn't know going into the war that ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. MATT: THIS IS "BLOOMBERG TECH", I'M MATT MILLER FILLING IN FOR CAROLINE AND ED WERE ON ASSIGNMENT. NVIDIA INVEST $2 BILLION IN MARVELL. THE DEBT BENCH FUELING THE AI BOOM CONTINUES WITH COREWEAVE RAISING $8.5% BILLION MORE FROM BANKS AND INVESTORS TO INVEST ITS NEW CLOUD CAPACITY AND WEARABLE HEALTH COMPANY WHOOP GETS A $10.1% BILLION VALUATION, WE WILL SIT DOWN WITH THE CEO. WE HAVE A RALLY ON OUR ...

: US stocks surged on Tuesday, delivering their strongest performance in months as investor sentiment shifted from fear to cautious hope. The rally came as new reports suggested there could be a possible path toward ending the war with Iran, easing some of the tension that has been weighing heavily on global markets.US Stock Market Today: Dow, S&P, and Nasdaq Post Biggest Gains in MonthsThe Dow Jones Industrial Average jumped more than 1,100 points, closing at 46,341.51. The S&P 500 climbed 2.91% to 6,528. ...

About 2 minutes away from the end of the trading day. Katie Greifeld and Bailey Lipschultz Season four Romaine Bostick. And here to help take us through the closing bell, we're joined by a global cast, Carol Massar and Tim Stankovic.We welcome all of our various audiences on the Bloomberg platforms now. And Carol, you take a look at this market ripping higher on the final day of the month and the quarter. Traders thinking maybe there is an end in sight.Yeah, maybe there is at least, you know from the latest ...

Nvidia's strategic tie-up with fellow chipmaker Marvell Technology is yet another reason to stick with the AI giant's sluggish stock. On Tuesday morning, the companies announced a partnership to integrate Marvell's custom AI chips and networking products with Nvidia's dominant AI computing ecosystem. In addition, Club name Nvidia is taking a $2 billion stake in Marvell, its latest investment into other technology companies using its cash windfall from the AI boom. For Nvidia investors, the deal is significa ...

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion - 24/7 Wall St. S&P 5006,517.60 +2.65% Dow Jones46,315.00 +2.32% Nasdaq 10023,704.60 +3.27% Russell 20002,490.79 +3.19% FTSE 10010,235.00 +1.53% Nikkei 22552,792.30 +3.46% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Investing 5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion By Joel SouthPublished Mar 31, 2:30PM EDT Follow 24/7 Wall St. on Google NVIDIA (NASDAQ:NVDA| NVDA P ...

This Nvidia Partner's Stock Is Soaring on a New Deal With the AI Chip Leader and $2 Billion Investment Stocks Rise But on Pace for Worst Quarter Since 2022 The Iran War Has Shaken Up Asset Prices Gas Prices Hit Their Highest Level Since 2022 The War Is Crushing Consumer Sentiment Top Stories Nvidia's agreement with Marvell marks the latest in a series of deals this year. Bloomberg / Getty Images Close Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. Nvidia ...

Key Takeaways Marvell provides the "brains" for AI data centers.NVIDIA invested $2B in Marvell.MRVL has a strong track record of beating Wall Street expectations.Marvell Company OverviewZacks Rank #3 (Hold) stock Marvell Technology ((MRVL) is a fabless designer, developer, and marketer of analog, mixed-signal, and digital signal processing integrated circuits. In 2018, Marvell acquired Cavium. Before the Cavium acquisition, Marvell was mainly known as the leading supplier of chips for hard disk drives (HDDs ...