Nvidia Ecosystem Fuels Record Deals as Huang Crowns Marvell Next Trillion-Dollar AI Firm

Nvidia capped its 100-day partnership blitz on June 11 with an expanded Microsoft collaboration to deploy agentic AI across Azure, Windows and local systems. The move follows the June 10 disclosure that Google will lease 110,000 Nvidia GPUs to SpaceX for $920 million monthly through 2029. Since early March the company has committed more than $6.5 billion to partners including Nebius, Marvell, Corning, SK Hynix, Palantir, SAP and Uber, while reporting record Q1 FY2027 revenue of $81.6B (+85% YoY).