Nvidia Expands AI Footprint via Strategic Stakes in Marvell and Nokia

Nvidia is aggressively expanding its AI ecosystem from the core data center to the network edge, utilizing multi-billion dollar investments to secure its dominance in the next phase of computing. By integrating its software and hardware stacks into the broader telecommunications grid, the company is positioning itself to capture the growth of 'physical AI.' A key pillar of this strategy is a $2 billion investment in Marvell Technology. This partnership focuses on deploying ultralow-latency, high-bandwidth interconnects within AI clusters. Utilizing the NVLink Fusion ecosystem, this infrastructure allows data centers to move workloads more efficiently across hundreds of thousands of GPUs, which is critical for scaling large-scale generative AI models. Simultaneously, Nvidia is targeting the edge of the network through a $1 billion investment in Nokia, made in late 2025. This collaboration embeds Nvidia's Aerial RAN Computer (ARC) Pro platform into Nokia's portfolio to create a software-defined, AI-native radio access network. This architecture is designed to facilitate a seamless upgrade path from 5G-Advanced to 6G. Implementation is already underway, with T-Mobile scheduled to begin field trials this year, supported by Dell Technologies' PowerEdge servers. This shift transforms the telecom layer from a simple data carrier into a comprehensive grid capable of supporting autonomous systems, drones, and robotics. Analysts suggest that while the market remains focused on GPU production, the spillover effect into edge infrastructure represents a significant growth vector. The AI RAN market alone is estimated to reach $200 billion by 2030, potentially revaluing legacy telecom providers as critical AI infrastructure plays.