Marvell: The Most Exciting Indirect Beneficiary of Anthropic's $518 Billion AI Offensive

Marvell Technology (MRVL) is seen as a particularly exciting indirect beneficiary of Anthropic's infrastructure offensive. Overall, the Claude developer has built up at least $518 billion in long-term infrastructure commitments. More than $100 billion of this is linked to AWS, associated with up to 5 GW of new capacity. Marvell has a five-year multi-generational contract with AWS for custom AI products, optics, PCIe, and Ethernet. In addition, there are $111.1 billion in commitments to Google, where Marvell is expanding its role around the TPU...