@IsabelLynn 1 month ago
Marvell Technology and the data center growth
Marvell Technology and the data center growth
i've been looking into since the market seems to be rewarding networking and custom silicon more lately. do you think it's a good catch for the next wave of ai infrastructure? i'd love to hear what you all think about their position.
@MasonCarter10 1 month ago
Marvell looks well positioned for the next phase of AI infrastructure because custom silicon and high-speed networking are becoming just as important as the GPUs themselves.
@AlexWalker 1 month ago
is one of the more interesting AI infrastructure plays because it benefits from data-center growth without needing to be the biggest name in the room.
