itachidata

AI research, emerging tech, and markets — AI at Johns Hopkins University. Not investment advice
iPhone Duo Lover
Prev top 20 Ahri & Mel

[itachidata @Itachidata]

Marvell XPUs and Nvidia (NVLink Fusion)

Marvell custom XPUs are built to work with Nvidia hardware, not only as a standalone replacement.

Nvidia opened NVLink Fusion so third-party accelerators can plug into its high-bandwidth NVLink fabric. Marvell is an official partner. In that setup:

• A Marvell XPU can sit in the same rack-scale system as Nvidia GPUs

• They talk over NVLink (very high bandwidth, low latency)

• Nvidia still supplies pieces such as Vera CPUs, ConnectX NICs, BlueField DPUs, NVLink switches, and Spectrum-X Ethernet

• The cluster is required to include at least one Nvidia component
Nvidia also put $2 billion into Marvell and they are collaborating on silicon photonics / optical interconnect. So Marvell XPUs are explicitly meant to mix with Nvidia products in hybrid “AI factory” designs (training + inference). That is the official path for customers who want custom silicon and Nvidia’s interconnect and software stack.

Broadcom

Broadcom also designs custom AI chips (XPUs / ASICs) for big customers — Google-style TPUs historically, plus more recent work with OpenAI (Jalapeño inference chip), Meta, and others. Those chips are not in the NVLink Fusion program the way Marvell’s are.

[itachidata @Itachidata]

@learning_yohei The iPhone duo is beautiful I’m getting on preorder

[itachidata @Itachidata]

Decided to fund my robinhood again for fun how am I doing chat

[itachidata @Itachidata]

@iTzSTU4RT Wait who are you are you a wild rift developer or player ?

[itachidata @Itachidata]

@iTzSTU4RT You make great points !!!!

[itachidata @Itachidata]

@retail_mourinho @unusual_whales He meant 2028 elections 😂

[itachidata @Itachidata]

@djcows Thats the iphone flip

[itachidata @Itachidata]

Biggest innovation since the wheel

[Abril Zucchi @abrilzucchi]

apple finally solved the bf photography crisis

[itachidata @Itachidata]

@TiffanyFong I love this phone everything about it

[itachidata @Itachidata]

Updated my bio

[itachidata @Itachidata]

iPhone duo haters same people who bought lulu at 200$

[itachidata @Itachidata]

@JohnLeFevre One pocket u get ipad and the phone 1999$ easiest thing in the world yo understand and this phone has way more features than a reg phone

[itachidata @Itachidata]

@jukan05 It’s beautiful

[itachidata @Itachidata]

I want my iPhone duo already !

[itachidata @Itachidata]

@GrahamStephan Okay that’s hilarious

[itachidata @Itachidata]

@aidamars Im ordering asap just ordered a cool case for it too :D

[itachidata @Itachidata]

@HiCagr I love it I’m getting asap

[itachidata @Itachidata]

Im most definitely getting the Duo sucks I gotta wait till Oct

[itachidata @Itachidata]

@aidamars I saw the little side note that said not available in Europe or China when they talked about some features

[itachidata @Itachidata]

@__Con_ Yes its what I think the true dip is within first ten days oct I just think last 2 weeks of sept we see some red as well but not the dip or main red