Marvell already ships custom chips to all 4 major U.S. cloud companies and expects this business to reach about $30 billion by fiscal 2031. Its Nvidia partnership may help, but the sales targets are forecasts, and possible Google revenue depends on meeting performance targets.
This gives Marvell a larger role as cloud companies build AI systems around their own needs. Its custom-chip business is already shipping to all 4 major U.S. cloud companies.
Marvell also raised its fiscal 2029 sales target. Its partnership with Nvidia may let it sell into systems that still use Nvidia technology.
The fiscal 2031 target is not a result yet. Possible Google revenue depends on meeting performance targets, so Marvell may not reach every figure it expects.
Cloud companies may shift some future spending from Nvidia GPUs to their own custom chips. Nvidia also partnered with Marvell and invested $2 billion, so the story does not establish a clear change in Nvidia's business prospects.
The story reports a Marvell agreement covering products for Google's TPU systems. It describes possible revenue for Marvell, but does not state a clear financial gain or cost for Alphabet.
The story reports a Marvell agreement covering products for Google's TPU systems. It describes possible revenue for Marvell, but does not state a clear financial gain or cost for Alphabet.
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