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.
4. Synopsys, Inc. (NASDAQ:SNPS)
According to a report released on April 8, KeyBanc analyst Jason Celino reiterated his Buy rating on Synopsys, Inc. (NASDAQ:SNPS) with a price target of $600. The firm’s price target suggests an additional 53% upside from the current levels.
NVIDIA announced on March 16 that it is strengthening its partnership with Synopsys, Inc. (NASDAQ:SNPS) to bring AI-powered and GPU-accelerated solutions to industrial design, engineering, and semiconductor deployment. SNPS is integrating NVIDIA technologies, including Omniverse, CUDA-X, and AI models into its software to improve the chip and system design process. The collaboration focuses on using agentic AI and GPU acceleration to speed up complex simulations and reduce design time, replacing slower CPU-based processes. Synopsys, Inc. (NASDAQ:SNPS) is also deploying its tools on NVIDIA-powered cloud platforms, including Microsoft Azure and AWS. This enables more scalable and faster performance.
Companies like TSMC, Honda, and Samsung are already using SNPS solutions powered by NVIDIA to accelerate chip design, simulations, and manufacturing. This partnership supports NVIDIA’s growth in AI-driven computing while helping SNPS deliver faster, more efficient design tools.
Founded in 1986, Synopsys, Inc. (NASDAQ: SNPS) is a provider of design intellectual property (IP) solutions. The company operates through the Design IP and Design Automation. It provides Digital and Custom IC Design solutions, Verification solutions, FPGA design products, and AI-driven EDA solutions.
3. Vertiv Holdings Co. (NYSE:VRT)
On April 7, Amit Daryanani from Evercore ISI reaffirmed a Buy rating on Vertiv Holdings Co. (NYSE:VRT) with a price target of $280. Earlier on April 1, Barclays analyst Julian Mitchell maintained an Overweight rating on Vertiv Holdings Co. (NYSE:VRT) while raising the firm’s price target. He increased the firm’s price target on the stock from $281 to $300. The price target revision is part of the firm’s first-quarter earnings preview for the multi-industry sector. The analyst noted that the sector is facing increased uncertainty around demand and added that expectations have already been adjusted lower, which may help stabilize investor sentiment.
On March 16, NVIDIA introduced its Vera Rubin DSX AI Factory reference design and Omniverse DSX Blueprint to support the development of large-scale AI infrastructure. Vertiv Holdings Co. (NYSE:VRT) is a key partner contributing to this ecosystem. It offers power and cooling solutions that are essential for running AI data centers efficiently. The partnership focuses on integrating VRT’s infrastructure expertise with NVIDIA’s AI systems to improve energy efficiency and performance. Vertiv Holdings Co. (NYSE:VRT) is also developing its own solution, Vertiv OneCore Rubin DSX, a prefabricated system designed to accelerate the deployment of AI factories.
Vertiv Holdings Co. (NYSE:VRT) is an electrical equipment & parts company that specializes in critical digital infrastructure technologies & life cycle services for data centers and communication networks. It is headquartered in Brussels, Belgium.
2. Meta Platforms, Inc. (NASDAQ:META)
Justin Patterson from KeyBanc reiterated a Buy rating on Meta Platforms, Inc. (NASDAQ:META) while cutting the firm’s price target on the shares on April 9. He reduced the firm’s price target on the stock from $855 to $760 due to rising costs linked to the company’s expanding AI infrastructure. Despite cutting the price target, he still sees an additional 24% upside from the current levels. The price target revision came after Meta Platforms, Inc. (NASDAQ:META) launched its Muse Spark model ahead of its earnings while continuing heavy investment in its Llama 4 ecosystem.
The report highlights that the company is building large-scale data centers and using advanced AI chips to stay competitive. It is putting pressure on short-term profits. Nevertheless, Justin Patterson believes this spending is necessary and supports the company’s long-term position in AI.
Earlier, on April 2, Wells Fargo analyst Ken Gawrelski also lowered the firm’s price target on Meta Platforms, Inc. (NASDAQ:META) from $856 to $765. He also maintained an Overweight rating on the stock ahead of the company’s upcoming quarterly results. Wells Fargo expects revenue to remain strong, with its first-quarter estimate coming in above consensus. Second-quarter guidance is likely to fall within the expected range, assuming there is no further deterioration in macroeconomic conditions. While the firm sees the overall risk/reward as attractive at current levels, it also noted that investors may need to be patient in the short term.
Meta Platforms, Inc. (NASDAQ:META) develops products that allow people to share and connect with their family and friends using PCs, mobile devices, virtual reality (VR) headsets, and AI glasses. Some of its well-known apps include Facebook, Instagram, and WhatsApp. It operates in the Reality Labs (RL) and Family of Apps (FoA) segments.
1. Microsoft Corporation (NASDAQ:MSFT)
According to a Bloomberg report released on April 3, Microsoft Corporation (NASDAQ:MSFT) has shifted its artificial intelligence sales strategy following feedback from Wall Street, selling Copilot as a standalone product rather than offering it for free within broader software bundles. The company is now adopting a paid adoption of Copilot, its flagship workplace AI assistant. Previously, it emphasized driving widespread free adoption of Copilot among its existing large base of office software users. That strategy came under pressure after the company revealed in January that only around 3% of customers were paying for the tool. The update disappointed investors who had expected stronger monetization.
According to people familiar with the discussion, Judson Althoff, chief executive officer of Microsoft’s commercial business, highlighted during an internal meeting:
Company leadership set and essentially hit “some pretty big audacious goals” for selling Copilot in the quarter that ended in March.
Microsoft Corporation (NASDAQ:MSFT) is now focusing on converting enterprise users into paying subscribers. Judson Althoff noted that targets for the current quarter are expected to be meaningfully higher than the earlier figures. Copilot is priced at around $30 per user per month, with a broader AI software bundle costing about $99 per user per month.
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.
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