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Nvidia $2B Marvell Deal Erects AI Toll Booth

Nvidia $2B Marvell Deal Erects AI Toll Booth

Nvidia invested $2 billion in Marvell Technology, integrating it into the NVLink Fusion ecosystem for custom AI accelerators, silicon photonics, and 5G/6G infrastructure. The partnership ensures Nvidia generates revenue from every custom chip Marvell designs for hyperscalers like Amazon, Google, and Microsoft via mandatory platform components.

The Next Web (TNW)MediaApr 4#ai-hardware#partnership#hyperscalers
Insilico's $2.75B Eli Lilly GLP-1 Deal

Insilico's $2.75B Eli Lilly GLP-1 Deal

Insilico Medicine secures a $2.75 billion partnership with Eli Lilly in the competitive GLP-1 oral drug market. Lilly's gradual investments meet Insilico's AI+biotech ambitions, questioning the market's potential. The deal challenges industry norms of high upfront payments and low realization rates.

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