Marvell
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →
Everything said about Marvell, oldest first
Dec 23, 2024 bullish
Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”