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相关概念： 光子学 PhotonicsTPU 张量处理器
$MRVL 授予 $GOOGL 购买价值 122 亿美元公司股权的期权。 “Marvell-Google 交易涵盖与 TPU 配套使用的广泛技术，包括运行 AI 模型的处理器、管理数据存储以及跨网络传输信息的设备。” 这可能转化为到 2033 年约 1200 亿美元的营收。 Marvell 在完成 Celestial 收购（用于光网络架构采购）后，也与 $AMZN 签订了单独的认股权证。 还记得 Jensen 说 Marvell 将成为下一个万亿美元市值公司的美好时光吗？ 看来 Nvidia 早就知道 Marvell 正通过认股权证“编织”进入所有超大规模云服务商的供应链。
$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.