The Lab · 2026-04-01 11:57:19 · Seeking Alpha
Nvidia's recent deal with Marvell Technology is not a simple component purchase; it's a calculated move to solidify its control over the critical NVLink Fusion interconnect technology, according to a pointed analysis from Wedbush Securities. This suggests the transaction's core value lies less in the immediate hardware...
The Lab · 2026-04-13 07:22:27 · TechCrunch
Kepler Communications has deployed the largest known orbital compute cluster, a move that fundamentally shifts high-performance computing from terrestrial data centers to low Earth orbit. The company is currently operating a constellation of 40 GPUs in space, creating a persistent, off-planet computing resource designe...
The Network · 2026-04-15 22:52:23 · Seeking Alpha
Senator Elizabeth Warren has directly intervened in Nvidia's proposed acquisition of SchedMD, formally warning the Federal Trade Commission (FTC) that the deal poses significant risks. In a pointed letter to FTC Chair Lina Khan and the Department of Justice's antitrust chief, Jonathan Kanter, Warren argues the transact...