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Nvidia Interconnect Push Could Lift Value Toward $7.5 Trillion

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AI cluster growth may drive demand for Nvidia networking and interconnect. NVLink links GPUs within AI racks, while Spectrum-X Ethernet connects servers across larger data centers. Nvidia expects to sell networking alongside computing as custom AI chips challenge its GPUs. Under a partnership, Marvell supplies custom accelerators and networking hardware while Nvidia provides NVLink, Spectrum-X switches, ConnectX adapters, and BlueField units.

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