seekingalpha.com · 25m ago
bullishMarvell Technology: A Lot Of Moving Parts (NASDAQ:MRVL)
Marvell Technology's landmark Google deal could potentially triple revenues to $31 billion. Read why I remain on the sidelines of MRVL stock.
AI Compute · Optical and custom silicon for AI data centers.
Marvell designs the optical DSPs that move data between AI racks, plus custom silicon for hyperscalers competing with Broadcom in the same niche. The 1.6T optical cycle and AWS's Trainium-style chip programs are the primary growth drivers.
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Market cap $75.0B
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seekingalpha.com · 25m ago
bullishMarvell Technology's landmark Google deal could potentially triple revenues to $31 billion. Read why I remain on the sidelines of MRVL stock.
finance.yahoo.com · 13h ago
neutralCustom AI chips will see more demand over the next few years.
finance.yahoo.com · 13h ago
bearishNvidia looks like a screaming bargain right now, and investors should act fast.
MRVL · price · 3M