Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference.
The hardest thing about making custom AI chips for large, demanding customers might be the expectations that go with it. Shares of Marvell Technology slid Thursday morning following its quarterly report.
2don MSN
The AI chipmaker offered an upbeat second-quarter outlook that was a silver lining in the otherwise downtrodden AI trade.
Broadcom (NASDAQ: AVGO ... are having a bearish reaction to otherwise solid fourth-quarter results from Marvell Technology. Like Marvell, Broadcom is a player in the connectivity-chips space ...
Nvidia, Broadcom, Macy's, Marvell, MongoDB
The chipmaker fell sharply early Thursday as its slight earnings outlook failed to impress investors looking for a boost to the AI trade.
Uncertainty about the impact of new U.S. tariffs weighed on stocks, along with worries about tightening chip export curbs, and competition from China as Alibaba unveiled its latest AI reasoning model, which it said rivals offerings from DeepSeek and ChatGPT maker OpenAI. Alibaba shares climbed about 1%.
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