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Could Google join Nvidia and hop on the Marvell momentum train?

Google in talks with Marvell to partner on TPU Chips

Marvell hitting on all cylinders

😳Mega Big Deal: The TPU specialized chip market is heating up because #Google doesn’t want to keep giving ALL of its money to #Nvidia. They want to make their own chips. Usually it’s Nvidia (Favorite)vs. #AMD (Underdog). That’s the #GPU market. Now it’s Marvell (Underdog) vs. Broadcom (Favorite). GPUs are turning into yesterday’s news. My thinking cap is telling me this is probably why Nvidia took that $2B stake in Marvell a few weeks ago. They saw that these specialized chips are on the come-up and wanted IN! 🤔

On news: (Pre-market)
#MRVL(#Marvell) Up📈
#AVGO (#Broadcom) Down📉

#Microsoft #Amazon #Meta #Gemini #Anthropic #Claude #OpenAI