Marvell
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 21, 2026 by Jason Lemkin · across every show →
Everything said about Marvell, oldest first
May 21, 2026 bearish
Lemkin: AI hardware and GPU clouds will eventually crash as capacity catches up
“I do think at some point, Sandisk and Nebius and Core, we've all have to crash and Marvell and even Broadcom. At some point they have to crash at some level because they always, I think AI can grow infinite. Like we all approach the singularity, but eventually…”