Semiconductor News & Analysis Feed

Marvell Technology (MRVL) has deepened its partnership with NVIDIA, focusing on next-generation AI infrastructure by integrating Marvell's products into NVIDIA's NVLink ecosystem. This move positions Marvell as a more central supplier in the AI hardware landscape, strengthening its ties to hyperscal

Ayar Labs has joined NVIDIA's NVLink Fusion ecosystem, marking a strategic integration of its optical interconnect technology with NVIDIA's AI infrastructure platform. The company's co-packaged optics (CPO) are designed to enhance bandwidth, reduce latency, and manage power constraints in large-scal