NVIDIA shares climb 5.9% on expanded Marvell AI data center partnership

NVIDIA Corp. shares rose 5.9 percent Monday as investors reacted to the chipmaker's deepening collaboration with Marvell Technology on AI data center infrastructure. The partnership expansion signals NVIDIA's continued push to diversify its supply chain and strengthen its position in the booming AI server market. Marvell, a leading provider of data infrastructure semiconductor solutions, has been increasingly critical to NVIDIA's efforts to meet surging demand for AI computing power. The tie-up focuses on custom silicon and networking components essential for large-scale AI deployments. Analysts say the move helps NVIDIA reduce reliance on any single supplier while accelerating product development cycles. The rally extends NVIDIA's volatile 2026 trading pattern, with shares up approximately 12 percent year-to-date despite ongoing concerns about export restrictions to China and potential market saturation in AI training chips. Marvell shares also gained on the news, rising 3.2 percent in sympathy trading.