5 Companies That Partnered With Nvidia in 2026

In this article, we will list the 5 Companies That Partnered With Nvidia in 2026. Please visit the 10 Companies That Partnered With Nvidia in 2026 article if you’d like to see an extended list and our methodology behind it.

5. Marvell Technology, Inc. (NASDAQ:MRVL)

Marvell Technology, Inc. (NASDAQ:MRVL) received an upgrade from Barclays analyst Tom O’Malley on April 9. He upgraded the stock from Equal Weight to Overweight while also raising the firm’s price target from $105 to $150. The upward-adjusted price target reflects an additional 16.7% upside from current levels. The analyst highlighted that the firm is growing through its optical segment, and the rapid growth in ports is driving the expansion of its market presence. The firm expects MRVL’s optical business to grow by approximately 90% over this year and the next, even if some market share shifts to competitors such as Broadcom.

On March 31, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) and NVIDIA announced a strategic partnership to connect Marvell to NVIDIA’s AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion. This partnership provides customers with greater flexibility and options for developing next-generation AI infrastructure. It includes work on silicon photonics technology, with Marvell Technology, Inc. (NASDAQ:MRVL) providing custom XPUs and NVLink Fusion-compatible networking. The partnership also targets AI-driven telecommunications networks using NVIDIA Aerial AI-RAN for 5G/6G.

Matt Murphy, chairman and CEO of Marvell Technology, Inc. (NASDAQ:MRVL), shared his thoughts on the partnership expansion by saying:

Our expanded partnership with NVIDIA reflects the growing importance of high-speed connectivity, optical interconnect and accelerated infrastructure in scaling AI. By connecting Marvell’s leadership in high-performance analog, optical DSP, silicon photonics and custom silicon to NVIDIA’s expanding AI ecosystem through NVLink Fusion, we are enabling customers to build scalable, efficient AI infrastructure.

Marvell Technology, Inc. (NASDAQ:MRVL) operates as a data infrastructure semiconductor solutions provider covering the core to the edge of the network. It serves communications, data centers, and other markets. The company operates across the United States, South Korea, India, Argentina, Israel, Vietnam, Singapore, China, Japan, Taiwan, and worldwide.