Nvidia launches NVLink Fusion as Microsoft invests $1 billion

Key Takeaways

• Nvidia is investing $2 billion in Marvell Technology to form the NVLink Fusion partnership, integrating Marvell's custom silicon and optical interconnects into Nvidia's AI ecosystem.
• The NVLink Fusion partnership opens Nvidia's proprietary NVLink fabric to third-party chips, benefiting companies like AMD and Broadcom by increasing demand for AI infrastructure components.
• Marvell Technology expects nearly 40% revenue growth to approach $15 billion by fiscal 2028, driven significantly by its data center business.
• Microsoft plans to invest over $1 billion in Thailand between 2026 and 2028 to expand its cloud and AI infrastructure, aiming to boost the country's digital transformation and workforce skills.
• Huawei's cloud computing revenue from external customers declined by 3.5% in 2025 to 32.16 billion yuan, with overall revenue growth slowing to 2.2% due to U.S. sanctions and lagging Chinese AI development.
• CoreWeave secured $8.5 billion in financing, supporting its AI infrastructure scaling, and has a $66.8 billion backlog including commitments from OpenAI and Meta.
• Nebius is building one of Europe's largest AI data centers in Finland, with a capacity of up to 310 MW, expected to serve customers by 2027.
• Bloom Energy appointed a new CFO to drive its AI growth strategy, forecasting 58% revenue growth in 2026, fueled by demand for its solid oxide fuel cells in AI data centers.
• Nvidia's valuation is seen as more favorable than Palantir's due to its stronger long-term competitive position in AI hardware with higher entry barriers.
• Micron, a leading DRAM and high-bandwidth memory supplier, is well-positioned to benefit from AI and data center growth, with its stock seen as a buying opportunity despite recent pullbacks.

Nvidia Invests $2 Billion in Marvell, Forms AI Partnership

Nvidia is investing $2 billion in Marvell Technology and forming a new AI partnership. This collaboration aims to enhance AI system capabilities by combining Marvell's custom silicon and optical interconnects with Nvidia's technology. The partnership will focus on developing advanced networking solutions for AI, including silicon photonics. Marvell expects significant revenue growth, projecting nearly 40% increase to approach $15 billion by fiscal 2028.

Nvidia's $2 Billion Marvell Investment Boosts AI Infrastructure

Nvidia has announced a $2 billion strategic investment in Marvell Technology, creating the NVLink Fusion partnership. This collaboration integrates Marvell's silicon photonics and custom XPUs into Nvidia's AI ecosystem, aiming to enhance data center infrastructure. Marvell reported strong fiscal 2026 revenue growth, with data centers contributing significantly. The deal comes just before Nvidia's GTC 2026 event, where CEO Jensen Huang is expected to discuss future AI technologies and partnerships.

Nvidia Invests $2 Billion in Marvell, Boosting AI Ecosystem

Nvidia is investing $2 billion in Marvell Technology, forming the NVLink Fusion partnership to integrate Marvell's custom chips and networking solutions into Nvidia's AI factory. This collaboration focuses on silicon photonics and custom XPUs, enhancing data center infrastructure. Marvell reported significant revenue growth in fiscal 2026, with its data center business being a major contributor. The partnership is announced ahead of Nvidia's GTC 2026 event, where new AI technologies are expected.

Nvidia Opens NVLink Fusion AI Ecosystem, Benefiting Key Partners

Nvidia is expanding its NVLink Fusion AI ecosystem by investing $2 billion in Marvell Technology. This move opens Nvidia's proprietary NVLink fabric to third-party silicon, allowing other chipmakers to connect to Nvidia's GPUs. Marvell, a provider of custom silicon and networking solutions, is a key partner in this strategy. Other companies like Broadcom and AMD are also expected to benefit from the increased demand for AI infrastructure components and the push towards more open industry standards.

Nvidia Expands AI Ecosystem with Marvell Partnership and Investment

Nvidia is investing $2 billion in Marvell Technology and expanding its NVLink Fusion AI ecosystem. This partnership allows third-party chips to connect to Nvidia's GPUs, creating a more open AI infrastructure. Marvell's custom silicon and optical interconnects are crucial for this integration. The expansion aims to drive innovation and demand across the semiconductor industry, benefiting companies like Marvell, Broadcom, and Arista Networks. Nvidia itself remains the central player, benefiting from increased adoption of its platform.

Nvidia's Marvell Deal Enhances AI Chip Strategy

Nvidia is partnering with Marvell Technology, investing $2 billion to integrate Marvell's custom AI chips and networking products into Nvidia's AI ecosystem. This move addresses the growing trend of major customers developing their own custom silicon, which poses a potential challenge to Nvidia's dominance. The partnership focuses on NVLink technology, aiming to make Nvidia's platform more compatible with specialized processors. This collaboration is expected to expand Nvidia's market reach and continue its earnings growth.

Microsoft Invests Over $1 Billion in Thailand for AI Infrastructure

Microsoft plans to invest over $1 billion in Thailand during the next two years to expand its cloud and artificial intelligence infrastructure. This investment will boost the company's data-center presence and support local talent development in AI and cybersecurity. The initiative aims to accelerate AI adoption across Thailand's workforce, enhancing productivity and economic competitiveness. Microsoft's investment builds on existing partnerships and supports Thailand's digital transformation goals.

Microsoft Pledges Over $1 Billion for Thailand's Cloud and AI Growth

Microsoft will invest more than $1 billion in Thailand between 2026 and 2028 to enhance cloud and AI infrastructure. This significant investment aims to support Thailand's digital transformation and economic growth, positioning the country as a regional tech hub. The initiative is expected to create jobs and improve local workforce skills in AI and cloud computing. Microsoft will expand its cloud services and AI capabilities within Thailand, providing advanced tools for businesses.

Microsoft Invests $1 Billion in Thailand for Cloud and AI Infrastructure

Microsoft announced a plan to invest over $1 billion in Thailand between 2026 and 2028, focusing on cloud and artificial intelligence infrastructure. This investment, following a meeting between Microsoft's Brad Smith and Thai Prime Minister Anutin Charnvirakul, aims to boost national growth and AI access. The plan includes building data center infrastructure and fostering local technical skills through partnerships. Microsoft is also collaborating with the Thai government on responsible AI governance and workforce development.

Huawei's Cloud Revenue Declines Amid China's AI Lag

Huawei's cloud computing revenue from external customers fell by 3.5% in 2025, totaling 32.16 billion yuan. This decline occurred as Chinese AI development lags behind U.S. rivals, despite Huawei's efforts to create homegrown AI chips. The company's overall ICT infrastructure segment saw slowed growth. Huawei reported total revenue of 880.9 billion yuan for 2025, with a significant investment in research and development, particularly in AI and automotive technologies.

Huawei's Growth Slows as Apple Comeback Outweighs AI Push

Huawei reported a 2.2% revenue increase in 2025, reaching 880.9 billion yuan, a significant slowdown from previous years. This occurred despite a comeback in its consumer device business, partly due to Apple's performance. Revenue from its ICT infrastructure, including AI hardware, grew only 2.6%. The company faces production constraints due to U.S. sanctions impacting access to advanced chips. Huawei's net profit rose 8.7%, boosted by its growing smart car solutions arm.

Nvidia's Valuation Outshines Palantir's in AI Stock Analysis

An analysis comparing Nvidia and Palantir highlights a significant valuation gap, with Nvidia trading at a much lower forward price-to-earnings ratio. Nvidia operates in AI hardware, while Palantir focuses on software, often relying on large government contracts. The analysis suggests Nvidia's hardware business may have a stronger long-term competitive position due to higher entry barriers. Nvidia's stock is preferred for its long-term financial prospects compared to Palantir's potentially more volatile valuation.

Nebius Plans Major AI Factory in Finland to Boost European Compute

Nebius announced plans to build one of Europe's largest AI data centers in Lappeenranta, Finland. The facility will have a capacity of up to 310 MW and is expected to begin serving customers by 2027. This expansion addresses Europe's growing need for AI infrastructure amidst challenges like high energy prices. Nebius is a leading neocloud provider targeting over 3 GW of contracted power globally by year-end.

Zhipu AI Faces Worsening Losses Amid Intense Chinese Competition

Zhipu AI reported a net loss of 4.7 billion yuan for the past year, a 60% increase, missing analyst expectations. Revenue reached 724.3 million yuan, also below estimates. The Beijing-based company operates in China's highly competitive AI market, vying with giants like Baidu and Alibaba. Zhipu offers cloud-based AI models and customized solutions, facing strong competition from rivals like MiniMax Group Inc.

CoreWeave Secures $8.5 Billion Financing, Boosting AI Infrastructure

CoreWeave has secured an $8.5 billion financing round, receiving a credit rating upgrade to A3. This financing supports the company's significant capital expenditures required for scaling its AI infrastructure business. CoreWeave reported $5.131 billion in revenue for 2025, with a backlog of $66.8 billion, including major commitments from OpenAI and Meta. The company's rapid growth and improved credit terms make its business model more sustainable.

Bloom Energy Appoints New CFO to Drive AI Growth Strategy

Bloom Energy has appointed Simon Edwards as its new Chief Financial Officer, signaling a strategic focus on AI growth. Edwards brings experience in AI digital infrastructure, which is crucial as Bloom Energy aims to capitalize on the demand for AI and data center expansion. The company reported record revenues of $2.02 billion in 2025 and forecasts 58% revenue growth in 2026, driven by demand for its solid oxide fuel cells in AI data centers.

Meta CEO Zuckerberg Developing AI Assistant for Executive Tasks

Mark Zuckerberg, CEO of Meta Platforms, is developing an artificial intelligence assistant to aid him with executive tasks. This AI tool aims to speed up decision-making and improve access to information. Meta is recognized as a key player in AI, and this development reflects the company's ongoing investment in artificial intelligence technologies to enhance operational efficiency.

Micron vs. SanDisk: Analyzing AI Stock Upside Potential

Micron and SanDisk stocks have experienced pullbacks despite strong AI demand. Micron, a leading DRAM and high-bandwidth memory supplier, benefits from AI and data center growth, with analysts viewing its recent dip as a buying opportunity. SanDisk offers exposure to NAND flash storage. Both stocks have Strong Buy ratings from Wall Street analysts, but Micron appears to have higher upside potential due to its position in the AI memory market.

Sources

• Nvidia invests $2 billion in Marvell, launches AI partnership
• NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking
• NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking
• 5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion
• 5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion
• Here is why Nvidia's partnership and investment in Marvell is such a big deal
• Microsoft to invest over $1 billion in Thailand’s AI infrastructure
• Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure
• Microsoft to invest $1bn in Thailand’s cloud and AI infrastructure
• Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals
• Huawei Growth Stalls After Apple Comeback Offsets China AI Push
• Nvidia vs. Palantir: AI Stock Analysis Shows Valuation Gap and Market Focus
• Nebius unveils plans to build one of Europe's largest AI factories as region scrambles for compute
• Zhipu’s Losses Climb 60% After Chinese AI Rivalry Worsens
• Cramer: CoreWeave's $8.5B Financing Is a 'Landmark' Deal That AI Investors Can't Ignore
• Bloom Energy’s CFO Appointment Signals Strategic Push for AI Growth
• Meta’s (META) CEO Mark Zuckerberg is Developing an AI Agent to Help Him be CEO Tesla and SpaceX Plan to Build a New Chip Factory in Texas
• Micron (MU) vs. SanDisk (SNDK): Which AI Stock Has More Upside Right Now?