$MRVL: Google’s new AI chip talks could be the quiet catalyst everyone is watching 🔥

Google is reportedly in talks with Marvell on two custom AI chips built around model serving, the part of the stack where costs and efficiency matter most. If this progresses, it signals Google leaning harder into vertical integration while giving Marvell a bigger seat in the Big Tech AI supply chain, a shift the market already started pricing in.

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