Nvidia Invests $2 Billion in Marvell and Forecasts $1 Trillion Revenue, 45%–55% Upside
NVDA•Nvidia invested $2 billion in Marvell to develop optical connectivity chips, ASICs and DPUs for AI data centers, supporting projected 41% revenue and 43% EBITDA CAGRs through 2029. Nvidia forecasts $1 trillion in annual revenue and analysts set one-year targets of $305–$327, implying 45%–55% upside on its AI-focused data-center chips.
1. Nvidia Invests in Marvell
Nvidia committed $2 billion to Marvell Technology to develop high-speed optical connectivity chips, ASICs and AI data-center DPUs, underpinning NVLink Fusion integration and driving analysts' projections of 41% revenue and 43% EBITDA CAGRs through 2029.
2. $1 Trillion Revenue Forecast and Upside
Nvidia projects annual revenue of $1 trillion and carries one-year price targets of $305–$327, implying 45%–55% potential upside as surging demand for AI-focused data-center chips and infrastructure fuels growth.
