Detailed view for this entity.
“But this is why they're dropping upwards of $5.5 billion on a semiconductor startup.”
“We have an updated chart for you from Marvell technology showing their data center revenue absolutely going ballistic. Marvell taking a victory lap in data centers.”
“We expect that in the coming years, this data center revenue is actually going to be even more than 80% of Marvell's revenue.”
“the reason why that blue bar is going to keep expanding as an overall percentage of sales is because they keep making more acquisitions and investments into data center revenue.”
“I think one of the reasons why everyone is talking about Marll technology stock is because of the company's position in the artificial intelligence data center industry.”
“So here you have Marvel's management team saying they now outlined an expanded $94 billion data center total addressable market opportunity for the year calendar year 2028. That's a 26% increase from our prior view.”