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  1. Nvidia invested $2 billion in Marvel Technology to leverage its expertise in custom chips and network infrastructure. The partnership aims to integrate Marvel components into Nvidia's NV Link Fusion platform to enhance scalability for thousands of GPUs.

    Impact: Strengthens Nvidia's dominance by addressing custom silicon bottlenecks and improving interconnect efficiency in large-scale AI data centers.

    — from AI Capital Surge, Regulatory Friction, and Industry Restructuring · KI-Update – ein heise-Podcast· Apr 01, 2026