Marvell: The Secret Partner of Google on the New "Frozen" Chip?

At the stock exchange, what often matters is what no one has yet expressed. Google is working on "Frozen v2," a specialized chip that embeds parts of the Gemini model directly into the hardware. The goal: to deliver AI responses at significantly lower costs. It is officially open who is co-developing the chip. I consider Marvell Technology (i) to be the hottest candidate. By the way, it is also the company that NVIDIA CEO Jensen Huang believes could become the next trillion-dollar firm. Currently, the market capitalization is 181 billion USD. ...