---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39656482.md"
description: "On March 31, NVIDIA invested $2 billion in Marvell and established a strategic partnership, which will connect Marvell to the NVIDIA AI Factory and AI-RAN ecosystem via NVLink Fusion, and will also collaborate on silicon photonics technology.Key points: 1️⃣ Scale-up is the industry focus in '26: NV further bets on heterogeneous computing, expands the NVLink camp, and accommodates third-party XPUs into the NVLink network system based on NVLink Fusion.2️⃣ NVIDIA's development ecosystem continues to expand: It has previously made $2 billion equity investments in Synopsys, Coherent, Lumentum, and Nebius, and is continuously deploying along the cloud-photonics-computing chain.3️⃣ Computing power solutions enter the deep waters of network bottlenecks: Supplementing silicon photonics, co-packaging, and advanced lasers, high-speed optical/electrical connections have become the bottleneck of computing power systems.Key targets: Optical communication: Yuanjie Technology (Golden Stock in March, up over 50%), Shijia Photon (newly added Golden Stock in April), and InnoLight/New Eoptik/HuaGong, etc. The CPO/silicon photonics industry chain benefits. Overseas computing network: LITE, Coherent, as well as Broadcom, Arista, CLS, etc.$Tradr 2X Long Lite Daily ETF(LITX.US)$Lumentum(LITE.US)"
datetime: "2026-04-01T00:25:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39656482.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39656482.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39656482.md)
author: "[佩宁渊瑾财商成长系](https://longbridge.com/en/profiles/17154496.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39656482.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39656482.md)


# On March 31, NVIDIA invested $2 billion in Marvell…


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## Comments (5)

- **Maybe-lucky · 2026-04-01T14:44:05.000Z**: What's your current position level, beauty?
- **旺旺勇闯美股 · 2026-04-01T01:37:03.000Z**: I placed a limit order for axt last night, planning to buy in with my entire position in batches. I fell asleep and only managed to buy a little bit when I woke up, hahaha, still too conservative.
- **大盗贼霍臻普洛兹 · 2026-04-01T00:44:35.000Z**: Short-term trading expert👍
  - **佩宁渊瑾财商成长系** (2026-04-01T01:20:13.000Z): Last night I really wanted to join the call🤣🤣 The feeling was just perfect.