Source item
Open original source ↗$MRVL gives $GOOGL options to buy $12.2B of the company.
"The Marvell-Google deal covers a broad range of technologies used with TPUs, including processors that run AI models, manage data storage and move information across networks."
Which could translate into ~$120 billion in revenue through 2033.
Marvell also has separate warrants with $AMZN after their Celestial acquisition (for purchases of photonic fabric).
Remember the good times when Jensen said Marvell would be the next $1T+ company?
Seems Nvidia knew Marvell was "networking" its way into all the hyperscalers with warrants.