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Seeking Alpha
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vor etwa einem Monat
Custom silicon is expected to more than double in FY2028 and reach over $10 billion by FY2029, against roughly $1.5 billion in FY2026. NVIDIA invested $2 billion in Marvell, essentially certifying that Marvell's custom silicon and optics businesses will sit inside NVIDIA's AI infrastructure roadmap. What I am watching is whether Q2 and Q3 management commentary reaffirms the fiscal 2029 custom t...