$MRVL I've been keeping an eye on this one, and the logic is pretty clear: NVIDIA sells GPUs, while Marvell makes custom chips and high-speed connectivity technologies that support next-generation AI data centers.
Big cloud providers are still pouring tens of billions of dollars into AI infrastructure, so demand for custom ASICs, high-speed interconnects, networking equipment, and the like will only keep growing.
That's why I've always thought that the winners in AI won't necessarily all be GPU companies.
Big cloud providers are still pouring tens of billions of dollars into AI infrastructure, so demand for custom ASICs, high-speed interconnects, networking equipment, and the like will only keep growing.
That's why I've always thought that the winners in AI won't necessarily all be GPU companies.