Hunting the Next Marvel? Jensen Huang Already Shared Clues on One Slide

Marvell’s Israeli CTO: ‘The AI market has reached the bottleneck we solve’

Marvell solves AI infrastructure's critical connectivity bottleneck as market finally catches up to decade-old strategy; Nvidia-endorsed, stock +250% YTD, $270B valuation heading to $1T. Shift from copper to optical communications in data centers signals connectivity infrastructure becoming the next IT capex priority alongside GPUs—echoing Mellanox's role before Nvidia's $7B acquisition.