MRVL

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Marvell Technology Inc

$183.30+19.90 (+12.18%)

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Quality37/100

research_scan theme='agi-infrastructure'; value_chain_position='picks-and-shovels'; Custom silicon partner for AWS Trainium/Inferentia — the second-order beneficiary of hyperscaler multi-sourcing away from NVDA. AWS Bedrock margin captured by Amazon rather than by Anthropic under the Sonnet 5 promotional-pricing configuration; MRVL sells the silicon that makes that capture possible.

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