$Marvell Technology(MRVL)$ Set

$Marvell Technology(MRVL)$ Setting aside the September noise, Marvell's custom silicon and optical interconnect pipelines are the real bottleneck solutions for hyperscalers. The upcoming AI Infra Summit showcase on Sept 15-17 should put end-to-end data center connectivity in focus. When GPU clusters scale, PAM4 DSPs and optics are the non-negotiable tollbooth.

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