Amazon, Marvell, Google Challenge NVIDIA: Is $180 a Buy or Sell?
@Tiger_comments:
Recently, $NVIDIA(NVDA)$ hasn’t had an easy time. In addition to last month’s impact from $Alphabet(GOOG)$’s TPU, $Amazon.com(AMZN)$ yesterday announced a new in-house AI chip, which it claims is more cost-effective than Nvidia’s. $Marvell Technology(MRVL)$ jumped nearly 10% after reporting announcing a $3.25B acquisition of AI-chip startup Celestial AI. This move pushes Marvell another step closer toward becoming a viable Nvidia alternative.1. “Three-way battle”: Nvidia vs. Google TPU vs. Amazon AWS (Trainium)Nvidia has established a nearly unshakable de-facto standard with its GPU hardware + CUDA ecosystem.Google, thro
