Marvell: Connectivity to become the next AI bottleneck, backed by Nvidia’s trillion-dollar bet
TL;DR
At Computex, Marvell CEO Matt Murphy argues data center connectivity will be the next major AI bottleneck as demand for compute and memory surges; Nvidia CEO Jensen Huang backs the view, revealing a $2 billion investment in Marvell and calling it the next trillion-dollar company, with Marvell now deriving about 75% of revenue from data centers and a market cap near $192 billion.
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