谷歌这个财报最利好 $MRVL
谷歌用tpu侵蚀了英伟达的市场版图,
而最新款的推理TPU和内存MPU,俩个未来需求量最大的芯片设计是跟 $MRVL 合作,
谷歌利润暴增,自然 $MRVL 作为供应商肯定利润也少不了。

From X
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