Marvell vs Nvidia
Marvell and Nvidia are both placed on 4 of the same AI data center parts in this catalog, spanning layers 1, 3. Marvell appears on 13 parts in total and Nvidia on 14.
At a glance
| Marvell | Nvidia | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Santa Clara, United States | Santa Clara, United States |
| Primary listing | MRVL | NVDA |
| Market cap | 205.4B USD | 5.09T USD |
| Parts placed | 13 | 14 |
| Layers covered | 3 | 4 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 13 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- NICs / SuperNICs — Network interface cards, including Nvidia's higher-bandwidth "SuperNIC" variants, that connect a server's CPU and GPUs to the cluster network.
- DPUs — Data Processing Units that offload networking, storage, and security functions from the host CPU onto a dedicated, programmable chip.
- Scale-out switch ASICs — The switch ASICs that route traffic between racks and pods, distinct from the scale-up fabric inside a single rack.
- Silicon photonics & co-packaged optics — An approach that integrates optical components directly onto or next to the switch or GPU package, replacing some pluggable transceivers with light routed closer to the silicon.
The 4 parts both make
| Part | Marvell | Nvidia |
|---|---|---|
| NICs / SuperNICs Layer 1 — Compute silicon & packaging | manufacturer inferred | manufacturer inferred ConnectX |
| DPUs Layer 1 — Compute silicon & packaging | manufacturer inferred OCTEON | manufacturer inferred BlueField |
| Scale-out switch ASICs Layer 3 — Networking & interconnect | manufacturer inferred Teralynx | manufacturer disclosed Spectrum (Ethernet) and Quantum (InfiniBand) |
| Silicon photonics & co-packaged optics Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred Spectrum-X and Quantum-X Photonics |
Only Marvell
- Hyperscaler custom ASICs layer 1
- ASIC design services, IP & EDA layer 1
- CXL controllers & memory expanders layer 2
- PCIe/CXL switches & retimers layer 2
- Optical DSPs, drivers, TIAs layer 3
- DCI / coherent optics layer 3
- Timing & telemetry silicon layer 3
- Controllers layer 2
- Retimers inside AECs layer 3
Only Nvidia
- Merchant GPUs / accelerators layer 1
- Server CPUs layer 1
- Scale-up fabric layer 3
- Switch systems & white-box ODMs layer 3
- Optical transceivers layer 3
- Rack-scale systems layer 4
- GPU baseboards & compute trays layer 4
- BMC & platform firmware layer 4
- DCIM, digital twins, capacity planning layer 11
- Cluster management & GPU orchestration layer 11
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Marvell and Nvidia compete?
- In this catalog they are both placed on 4 of the same parts, across 2 layers: NICs / SuperNICs, DPUs, Scale-out switch ASICs, Silicon photonics & co-packaged optics. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Marvell or Nvidia?
- Marvell has 13 placements and Nvidia has 14. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.