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Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:MRVL Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships May 09, 2026 Simply Wall St Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US

WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?

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Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet ( GOOG +0.41% ) ( GOOGL +0.66% ). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products. While Google continues to use its TPUs internally, it's