Positiv
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Seeking Alpha
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vor 25 Tagen
Why is Nvidia CEO Jensen Huang predicting a $1T valuation for Marvell Technology, Inc., hyping up a direct competitor? Behind the staggering 45% stock surge lies a tectonic shift: custom ASICs are challenging the GPU monopoly. In this analysis, I uncover three hidden reasons behind Nvidia's strategic play and Marvell's multi-billion partnership with Google.