Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

Digitimes
By Emily KuoApr 6, 2026, 9:35 pm103 ptsTrending
In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026, Nvidia followed up with a US$2 billion investment in Marvell Technology. Why Huang is investing in potential competitors so…

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