Nvidia вкладывает $2 млрд в Marvell: почему это капитуляция перед физикой

Dana Wollman / Bloomberg:
Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+  —  Nvidia Corp. said it has invested $2 billion in Marvell Technology Inc. and that the two chipmakers plan to collaborate on silicon photonics technology.