Production capacity for EUV lithography machines capped at ~100 units/year through 2030, creating AI hardware bottleneck

Nvidia invested $2B in Marvell for NVLink Fusion partnership

NVIDIA paying half the capital expenditure to expand supplier fabs for critical thin-film material.

Announced Nemotron 3 Nano Omni, an open multimodal model processing video, audio, images, and text.

Nvidia invests $2 billion in Marvell Technology for NVLink Fusion interconnect development

Nvidia trained a billion-parameter LLM without backpropagation or full-precision weights, using zero gradients.

Open-sourced Kimono, a motion diffusion model for humanoid robots

Maintains monopoly on EUV lithography machines essential for advanced AI chip production

Announced breakthrough in EUV lithography technology, boosting light source power from 600W to 1,000W

Achieved major breakthrough in extreme ultraviolet lithography technology