I think $MRVL ’s core business is custom AI chips and high-speed optical interconnects.
Every new hyperscale cluster needs both; otherwise, data bottlenecks bring everything to a halt.
$AVGO is even more straightforward: it makes custom ASICs for hyperscale customers, as well as networking chips that connect large GPU clusters. It really is an indispensable picks-and-shovels business.
Every new hyperscale cluster needs both; otherwise, data bottlenecks bring everything to a halt.
$AVGO is even more straightforward: it makes custom ASICs for hyperscale customers, as well as networking chips that connect large GPU clusters. It really is an indispensable picks-and-shovels business.