$Marvell Technology(MRVL)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ It makes sense that near-term guidance already had some Google numbers in it, since Marvell was already working with Google. So the market wants the future faster, but Marvell actually made the future much larger with the expanded Google partnership. I will add that Marvell is becoming 'data movement' for AI infrastructure and operations. Not just a networking-chip company, not just a custom-ASIC company, not just an optics company, and not just a storage-controller company. MRVL increasingly designs the silicon and interfaces through which compute, memory, storage, and networks all become a functioning AI system. I bet MRVL is likely to pick up larger deals with other hyperscalers and many new customers over the next few years, none of which is reflected in current numbers. They are in a sweet spot operationally in the AI buildout and future operations of the inference AI economy.
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