Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
XJensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom.
Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.
652 likes29 repliesPosted Mar 31, 2026