NVIDIA goes full stack
At GTC NVIDIA unveiled three full‑stack systems — Groq LPX inference rack, Vera ETL256 CPU rack and an STX storage reference architecture — signaling a move beyond standalone GPUs to own more of the AI stack. (digitimes.com) NVIDIA also posted new MLPerf Inference records via extreme hardware‑software co‑design and announced a $2B investment/partnership with Marvell to extend NVLink Fusion — a clear push to lock in an AI infra ecosystem. ( )
The Groq LPX racks use 256 Groq 3 LPU accelerators with roughly 128 GB of on‑chip SRAM, an on‑chip SRAM bandwidth cited at about 40 PB/s, and a rack-scale scale‑up fabric rated at about 640 TB/s to minimize per‑token latency jitter. (developer.nvidia.com) (tomshardware.com) NVIDIA’s Vera CPU design is an 88‑core Arm‑based chip and the company showed a liquid‑cooled rack reference that aggregates 256 Vera processors, up to about 400 TB of LPDDR5X memory and rack‑level bandwidth figures in the hundreds of TB/s to run tens of thousands of isolated CPU environments. (tomshardware.com) (theregister.com) The STX storage reference architecture centers BlueField‑4 DPUs and NVIDIA’s Spectrum‑class networking in a rack blueprint intended to offload storage and data‑path work for low‑latency, agentic AI workloads. (crn.com) (nvidia.com) NVIDIA’s MLPerf Inference v6.0 submissions, posted April 1, 2026, show Blackwell/Blackwell Ultra systems leading throughput across the new suite, with NVIDIA attributing the gains to “extreme co‑design” across chips, system architecture and software. (developer.nvidia.com) (mlcommons.org) On March 31, 2026 NVIDIA announced a strategic partnership and a $2.0 billion investment in Marvell, saying Marvell will join the NVIDIA AI factory and AI‑RAN ecosystem and that the companies will collaborate on NVLink Fusion and silicon photonics. (investor.marvell.com) (nvidianews.nvidia.com) Markets reacted within hours: Reuters reported Marvell shares up about 7% on the day of the announcement while CNBC and other outlets recorded near‑double‑digit jumps—CNBC cited a nearly 13% surge—reflecting differing session‑time prints across venues. (reuters.com via news aggregation) (cnbc.com)
