Why Buying Marvell Stock Here Is a Tech-Savvy Bet on the ‘Hidden Lever’ Behind Microsoft and Amazon

When it comes to hardware for artificial intelligence, the majority of investors instinctively look at Nvidia (NVDA). 

At the same time, a much less public race to develop custom chips (ASICs) is unfolding. These are specialized processors that cloud giants develop using their own algorithms. Two companies currently dominate this niche: the giant Broadcom (AVGO) and the relatively small Marvell Technology (MRVL). At first glance it may seem that Marvell is simply a lagging player in the shadow of its big competitor.