Bloomberg Tech Nvidia Invests $2 Billion in Marvell, Deepens Partnership
28 snips
Mar 31, 2026 
Will Ahmed, Founder and CEO of Whoop, talks funding, product tiers, and medical sensing as Whoop scales toward an IPO. Ryan Vlastelica, Bloomberg equities reporter, covers Supermicro’s governance and investor fallout. They dive into Nvidia’s $2B move into photonics, large AI data‑center financing, and the ripple effects across chip makers and cloud builders.
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Governance Issues Hammer Supermicro Stock
- Supermicro faces investor flight after governance and export-related legal issues despite strong positioning in AI servers.
- Ryan Vlastelica highlights accounting red flags and an indictment of the co-founder that overshadow growth prospects.
CoreWeave Uses Chip Collateral And Meta Contract
- CoreWeave raised an $8.5 billion chip-backed loan structured as an SPV and backed by a Meta contract to finance NeoCloud buildout.
- Bailey Lipschultz notes private debt buyers like the product because Moody's called the backed asset investment grade, despite public-equity skepticism.
Saronic Scaled From $600M To Shipyard And Marauder
- Dino Mavrucas recounts Saronic's rapid progress: a $600M round, first shipyard, the 180-foot autonomous Marauder, and mass-production plans.
- He says new $1.75B Series D will fund thousands of USV units and shipbuilding capacity rebuild in the U.S.