Very bullish

Yesterday Marvell announced that they're extending their collaboration with AWS

Marvell is a big part of “the magic behind the scenes” for cloud optimized silicon development for a lot of companies including large hyper scalers like AWS.

We keep hearing about Amazon going bigger on its custom AI chips and really its entire infrastructure (DPU, Graviton).

So, if you believe that cloud providers will be doubling down on home grown, it will be the likes of Marvell and Broadcom that will be unequivocally the largest beneficiaries.

This week Amazon is set to continue its investment and development of silicon for AI, compute, networking and more and this announcement clearly indicates Marvell is a key partner to AWS in this area.

This current opportunity for Marvell is large and I see a big turn from a tough couple of years for the company coming. 2025 will be a big one.