Marvell’s (MRVL) new relationship with Alphabet (GOOGL) is what Noah Hamman sees as the catalyst the custom silicone developer needs to become a key tech player. Earnings from Nvidia (NVDA) confirming the AI trade is still in full swing is another factor Noah sees benefitting Marvell and similar companies. However, a ballooning P/E ratio is becoming a bigger headwind for the stock’s growth.
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Hyperscalers are ditching Nvidia for custom chips — and Marvell is cashing in
Marvel chips are no longer used by Nvidia. No Marvell-designed chips are used in the core Nvidia Vera Rubin series components (Vera CPU, Rubin GPU, NVLink switches, ConnectX, BlueField, Spectrum switches, or the standard racks/systems). Nvidia designed their own chips this time.