Nvidia stock price today surges: Why NVDA jumps after $2 billion Marvell deal sparking massive AI growth buzz

Nvidia Stock Price: Shares of Nvidia (NVDA) moved higher on Tuesday, rising more than 4% after the company announced a $2 billion strategic investment in Marvell Technology and an expanded partnership focused on artificial intelligence infrastructure. For investors, the move reflects Nvidia’s continued effort to strengthen its position at the center of the AI ecosystem.

Nvidia Stock Price Today Jumps After Marvell Deal

The partnership is designed to connect Marvell to Nvidia’s AI factory and ecosystem through its NVLink Fusion platform, giving customers more flexibility when building next-generation data centers, as per a report. The collaboration also includes joint work on silicon photonics technology, aimed at accelerating AI infrastructure, as per a StockStory report.

NVDA Stock Up Reason: Nvidia–Marvell Partnership Strengthens AI Infrastructure Push

Nvidia stock has shown notable volatility, with 10 moves greater than 5% over the past year. In that context, the latest gain highlights meaningful progress, but not a defining shift.


Earlier this month, the stock also rose after CEO Jensen Huang revealed that purchase orders for the Blackwell and Vera Rubin architectures are expected to reach $1 trillion through 2027. That projection doubled the previous $500 billion estimate, with finance chief Colette Kress noting that current growth is already exceeding expectations as demand accelerates across startups and large corporations, as per the StockStory report.

Nvidia Stock Volatility: What the Latest Move Means

Despite these developments, Nvidia shares remain down 8.5% year-to-date, trading at $172.65, about 16.6% below their 52-week high of $207.04 from October 2025.

Nvidia’s $18 Billion Investment Strategy Explained

Behind the stock’s movements is a broader strategy. Over the past six months, Nvidia has invested at least $18 billion in publicly traded companies to secure partnerships and strengthen its supply chain, as per a Seeking Alpha report. These include $2 billion investments in Marvell, Nebius, Lumentum, Coherent, CoreWeave, and Synopsys, along with a $1 billion investment in Nokia. The company also ended 2025 with a $5 billion share purchase from Intel.

Nvidia’s Big Bets Beyond Public Markets

Beyond public markets, Nvidia’s largest recent investment was $30 billion in OpenAI, alongside stakes in Anthropic and xAI. It has also partnered with energy firms such as SLB, AES, NextEra Energy, and Vistra to secure power for its AI factories.

FAQs

Why did Nvidia stock go up today?
Nvidia stock rose after it announced a $2 billion investment in Marvell and expanded its AI partnership.

What is Nvidia’s deal with Marvell?
It’s a strategic partnership to build AI infrastructure and connect systems through NVLink Fusion.