$MRVL gives $GOOGL options to buy $12.2B of the company. "The Marvell-Google deal covers a broad range of technologies used ​with TPUs, including processors that run AI models, manage data storage ​and move information ⁠across networks." Which could translate into ~$120 billion ​in revenue through 2033. Marvell also has separate warrants with $AMZN after their Celestial acquisition (for purchases of photonic fabric). Remember the good times when Jensen said Marvell would be the next $1T+ company? Seems Nvidia knew Marvell was "networking" its way into all the hyperscalers with warrants.

$MRVL gives $GOOGL options to buy $12.2B of the company. "The Marvell-Google deal covers a broad range of technologies used ​with TPUs, including processors that run AI models, manage data storage ​and move information ⁠across networks." Which could translate into ~$120 billion ​in revenue through 2033. Marvell also has separate warrants with $AMZN after their Celestial acquisition (for purchases of photonic fabric). Remember the good times when Jensen said Marvell would be the next $1T+ company? Seems Nvidia knew Marvell was "networking" its way into all the hyperscalers with warrants.

Source:https://x.com/aleabitoreddit/status/2090103899302826302