NVIDIA with yet another investment in a key industry player.

Christina Portsenevelas has that for today's tech check segment.

Christina, another big investment here for NVIDIA.

Very big. The list keeps growing. The checks keep growing.

The chip maker is putting $2 billion into Marvell technology, and that's why you're seeing

Marvell shares up over 8% on the news.

The deal really centers on NVIDIA's platform and lets custom chips plug into its infrastructure.

Marvell designs those custom AI chips for major companies like Amazon.

They actually compete with Nvidia's GPUs, graphic processing units,

but this partnership kind of flips that dynamic, giving Nvidia a shot at a much bigger market.

As the CEO, Jensen Wong, told us exclusively this morning.

Listen in.

Together, we'll be able to address the customers whether they would like to use all

Nvidia gear or they would like to augment our Nvidia gear with their specialized processors.

And together, we'll be able to address a much, much larger TAM.

And TAM being total addressable market.

Marvell is just the latest, though.

This month alone, InVIA has committed $2 billion each to Nebius, Lumenum, coherent.

Before that, $2 billion into synopsis, a billion into Nokia, stakes in XAI, Open AI, and Intel.

So why are the massive spending spree?

Well, Nvidia isn't just selling chips anymore.

The CEO often reminds investors at every event that it's not a chip company,

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