There’s no disputing the dominance of NVIDIA Co. (NASDAQ: NVDA) driving the AI revolution for now and the foreseeable future as they make even faster advances with their chips. However, having a 12-month backlog on its next-generation architecture Blackwell GPUs is causing many computer and technology sector customer to look elsewhere in the meantime.
Enter Marvell Technology Inc. (NASDAQ: MRVL) and its custom-designed application-specific integrated circuit (ASIC) AI chips on which the hyperscalers are loading up.
