Marvell is becoming a major beneficiary of AI scaling! There will be no AI revolution without data flow!

My investment thesis on Marvell Technology (MRVL) is not that the company needs to replace Nvidia. Marvell benefits from the need to connect, supply data to, and efficiently utilize increasingly larger AI clusters. As computational power increases, the bottleneck shifts from the GPU itself to networking, storage, and data movement, which is precisely where Marvell's strength lies. Marvell aims to earn revenue at multiple points within an AI data center, from custom chips, switching, optics, CXL, storage, and memory connectivity. This reduces dependence...