Jensen Huang showed up at a Marvell keynote to explain why connectivity matters (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-19
NVIDIA CEO Jensen Huang appeared at a Marvell keynote to argue that connectivity is central to AI infrastructure, with NVLink Fusion enabling hyperscalers like Amazon to integrate third-party chips — undermining the simple narrative of NVIDIA versus competitors.
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Extraction
Topics: nvidiamarvell-technologynvlinkcustom-siliconai-chips
Claims
- Jensen Huang personally appeared at a Marvell keynote to emphasize the importance of connectivity in AI systems.
- The framing of AI chips as 'Nvidia versus everyone else' is incorrect.
- NVLink Fusion allows large hyperscalers, including Amazon, to integrate non-NVIDIA silicon into NVIDIA-led clusters, fundamentally changing competitive dynamics.
- The largest hyperscalers are building custom silicon strategies that coexist with NVIDIA rather than purely competing.
Key quotes
Jensen Huang showed up at a Marvell keynote to explain why connectivity matters (Save this).
Most people think of the AI chip story as Nvidia versus everybody else but that framing is wrong and NVLink Fusion is what blows it up completely.