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Could This AI Chip Stock Be the Next Micron?
The Motley Fool·
Marvell Technology is highlighted as a promising AI chipmaker that could replicate Micron's massive rally. The company has successfully transitioned from producing consumer-focused chips to specializing in high-speed data center connectivity, custom ASICs, and DPUs for AI applications. With expected revenue and EBITDA growth CAGRs of 41% and 43% respectively through fiscal 2029, and a strategic $2 billion investment from Nvidia, Marvell is positioned as an oft-overlooked opportunity in the expanding AI infrastructure market.
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