Marvell Technology: NVIDIA invests $2 billion and opens its ecosystem with NVLink Fusion

A $2 billion investment from NVIDIA and a deep "NVLink Fusion" partnership catapult the stock to its yearly high. Analysts see this as the foundation for further growth. With the acquisitions of Celestial AI and XConn Technologies, Marvell sets new industry standards. Scale-up switches and optical connectivity are a $10 billion opportunity by 2030. AI data centers and optical high-speed connections are already generating record revenues in Q4. Revenue growth is expected to accelerate further by 2028. Marvell Technology (MRVL) positions...