With CXL Structura IP licensing, $Marvell Technology(MRVL)$ has essentially mirrored $ARM Holdings(ARM)$ 's architectural playbook, much like how $NVIDIA(NVDA)$ entrenched itself with CUDA software. Over time, this licensing model could become their most durable cash cow – not the chips they peddle, but the blueprints they lease. Sovereign memory scaffolding baked into the design, structurally similar to $NVIDIA(NVDA)$ 's approach.
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