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@EmmaStone 2 weeks ago

Nvidia just made a big bet on Marvell

Nvidia just made a big bet on Marvell

  invested $2 billion in , highlighting the growing importance of custom chips and networking in the AI infrastructure boom.

The move shows   is looking beyond GPUs and deeper into the hardware ecosystem powering next-gen AI data centers.

Could be one of the next big AI infrastructure winners?

@Ethancollins 2 weeks ago

Custom chips and networking could become a huge part of the next AI cycle, and this move makes that opportunity even more interesting.

@AntonioMyers 2 weeks ago

it’s interesting to see Nvidia branching out into custom chips. Marvell has been doing great work in networking so this partnership makes a lot of sense to me.