@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.