These days, it seems that if NVIDIA needs something to be secured, it writes a US$2 billion check. Synopsys in December. CoreWeave in January. Lumentum and Coherent on the same March Monday. Nebius the following week. Marvell days ago. The pattern is so metronomic it resembles less a portfolio strategy than an automated irrigation system: […]The post NVIDIA’s $2 billion sprinkler remaking the AI supply chain appeared first on Asia Times.