{"id":935,"date":"2026-04-01T05:55:16","date_gmt":"2026-04-01T05:55:16","guid":{"rendered":"https:\/\/www.europesays.com\/people\/935\/"},"modified":"2026-04-01T05:55:16","modified_gmt":"2026-04-01T05:55:16","slug":"marvell-stock-pops-13-as-nvidia-takes-2-billion-stake","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/people\/935\/","title":{"rendered":"Marvell stock pops 13% as Nvidia takes $2 billion stake"},"content":{"rendered":"<p><img decoding=\"async\" class=\"InlineVideo-videoThumbnail\" src=\"https:\/\/www.europesays.com\/people\/wp-content\/uploads\/2026\/04\/108285473-17749713981774971391-44937344083-1080pnbcnews.jpg\" alt=\"Nvidia's Jensen Huang on $2 billion Marvell investment: AI inflection point has arrived\"\/><\/p>\n<p>Shares of <a href=\"https:\/\/www.cnbc.com\/quotes\/MRVL\/\" rel=\"nofollow noopener\" target=\"_blank\">Marvell Technology<\/a> surged nearly 13% after <a href=\"https:\/\/www.cnbc.com\/quotes\/NVDA\/\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia<\/a> announced plans to <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion\" target=\"_blank\" rel=\"nofollow noopener\">invest $2 billion<\/a> in the semiconductor company as businesses race to meet ballooning <a href=\"https:\/\/www.cnbc.com\/ai-effect\/\" rel=\"nofollow noopener\" target=\"_blank\">artificial intelligence<\/a> demand. <\/p>\n<p>&#8220;Marvell is a marvelous investment,&#8221; Nvidia CEO Jensen Huang told CNBC&#8217;s &#8220;<a href=\"https:\/\/www.cnbc.com\/squawk-on-the-street\/\" rel=\"nofollow noopener\" target=\"_blank\">Squawk on the Street<\/a>&#8221; on Tuesday. &#8220;Been dying to say that.&#8221;<\/p>\n<p>The deal ties Marvell into Nvidia&#8217;s AI ecosystem, making it easier for customers to build on the infrastructure. Both companies will also join forces on silicon photonics technology and AI-focused telecommunications infrastructure. <\/p>\n<p>Nvidia has made a string of $2 billion bets on technology companies in recent months. <\/p>\n<p>That includes investments in <a href=\"https:\/\/www.cnbc.com\/quotes\/SNPS\/\" rel=\"nofollow noopener\" target=\"_blank\">Synopsys<\/a>, <a href=\"https:\/\/www.cnbc.com\/quotes\/CRWV\/\" rel=\"nofollow noopener\" target=\"_blank\">CoreWeave<\/a>, <a href=\"https:\/\/www.cnbc.com\/quotes\/COHR\/\" rel=\"nofollow noopener\" target=\"_blank\">Coherent<\/a> and <a href=\"https:\/\/www.cnbc.com\/quotes\/LITE\/\" rel=\"nofollow noopener\" target=\"_blank\">Lumentum<\/a>. Most recently, Nvidia <a href=\"https:\/\/www.cnbc.com\/2026\/03\/11\/nebius-nvidia-ai-cloud.html\" rel=\"nofollow noopener\" target=\"_blank\">invested $2 billion<\/a> in <a href=\"https:\/\/www.cnbc.com\/quotes\/NBIS\/\" rel=\"nofollow noopener\" target=\"_blank\">Nebius Group<\/a>. The AI cloud company on Tuesday revealed <a href=\"https:\/\/www.cnbc.com\/2026\/03\/31\/nebius-finland-ai-factory-europe-compute.html\" rel=\"nofollow noopener\" target=\"_blank\">plans to build<\/a> one of Europe&#8217;s largest datacenters. <\/p>\n<p>Huang said each of the deals is &#8220;an expansion of our ecosystem.&#8221;<\/p>\n<p>With Marvell, Huang said the partnership broadens access to semi-custom application-specific integrated circuits, or ASICs, often specialized for specific tasks. Hyperscalers are increasingly creating these chips to run AI workloads. <\/p>\n<p>&#8220;We&#8217;re also smart investors,&#8221; Haung said. &#8220;We&#8217;ve expanded the [total addressable market] for both of us as a result of this partnership, and we want to be an investor in that.&#8221;<\/p>\n<p>The leading chipmaker has been a major beneficiary of the AI craze that&#8217;s swept up Wall Street in recent years, due to its graphics processing units, or GPUs, which underpin large language models.<\/p>\n<p>Marvell is another major winner in the race. Shares <a href=\"https:\/\/www.cnbc.com\/2026\/03\/06\/marvell-shares-surge-18percent-as-ceo-points-to-continuing-ai-demand.html\" rel=\"nofollow noopener\" target=\"_blank\">popped this month<\/a> after the company issued robust guidance and called for accelerating revenue growth into 2027 as AI demand surges. <\/p>\n<p>CEO Matt Murphy told CNBC that demand remains strong despite geopolitical tensions in the Middle East and that customers intend to continue deploying its tools. <\/p>\n<p>&#8220;This just helps turbo-charge our growth and our opportunity, and gives us an infusion of capital that actually allows us to go do that,&#8221; he said. &#8220;We were doing great on our own, but this is a way for Marvell to actually just really take a leap forward.&#8221;<\/p>\n<p><img decoding=\"async\" class=\"InlineVideo-videoThumbnail\" src=\"https:\/\/www.europesays.com\/people\/wp-content\/uploads\/2026\/04\/108284314-17746400111774640009-44853029230-1080pnbcnews.jpg\" alt=\"Nvidia at $170 per share is a massive support level, says BTIG&#x2019;s Jonathan Krinsky\"\/><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Shares of Marvell Technology surged nearly 13% after Nvidia announced plans to invest $2 billion in the semiconductor&hellip;\n","protected":false},"author":2,"featured_media":936,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[149],"tags":[999,998,1012,38,1388,1385,1004,1017,574,1389,16,1016,1386,1009,1018,1387,1005],"class_list":{"0":"post-935","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-jensen-huang","8":"tag-breaking-news-markets","9":"tag-breaking-news-technology","10":"tag-broadcom-inc","11":"tag-business-news","12":"tag-coherent-corp","13":"tag-coreweave-inc","14":"tag-global-x-robotics-artificial-intelligence-etf","15":"tag-ishares-semiconductor-etf","16":"tag-jensen-huang","17":"tag-lumentum-holdings-inc","18":"tag-markets","19":"tag-marvell-technology-inc","20":"tag-nebius-group-nv","21":"tag-nvidia-corp","22":"tag-spdr-sp-semiconductors","23":"tag-synopsys-inc","24":"tag-taiwan-semiconductor-manufacturing-co-ltd"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/116327908978053735","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=935"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/936"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}