u/Realistic_Papaya5581

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally - the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.

Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.

Both implications are great for hardware makers.

Broadcom didnt revise up full year topline but Marvell did. Taking market share?

Also saw somewhere that google’s TPU deal looks more real.

What do you guys think?

People kept saying stuff like 'Oh that's the smaller one that competes with Broadcom' or 'It's just another ASIC guy that sooner or later hyperscalers wouldn't need as they are designing their own chips themselves'

What they dont know is Marvell can be a big game changer with its ownership of a key technology that brings data trasmission by light to the very last mile - the point of compute.

When this can be done, the very powerful thing about it is that there wont be a need to have HBMs sitting at the side of each compute chip - HBMs can be pooled together to form one memory pool for each compute chip cluster. This would not only increase data speed for hyperscalers but LOTS OF MONEY would be saved for hyperscalers since they wouldn't need to buy that many HBMs in future.

While interconnectivity and memory are two of the main bottlnecks, with the key technology Marvell could be able to solve both. The whole data center hardware architecture would be changed and this is really game changing.

The best part - nobody seems to so care about it yet. This is just a $140bil company vs Broadcom's almost $2tril mkt cap. So when you think about Marvell - think about it. Think about it twice. Dont miss it.