Marvell's AI event highlights Data Center/Accelerators roadmap with potential 50% CAGR to 2028, but faces challenges in margins and scalability compared to AMD, Nvidia.
What is covered in the Full Insight:
Introduction to Marvell's AI Event
Marvell's Dual Strategy in IP and Custom-ASICs
Market Outlook and Marvell's Growth Projections
Risks and Concerns in Marvell's Business Model
Conclusion and Personal Investment Stance
SUMMARY
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