So you wanted to know my banger stock.. if .. and I say if they survive.. Intel.. go look up silicon photonics and who is a leader in the field.. again.. if they survive.. there is a reason folks are going after them.. $intc
We believe that 800V architecture is now at the front end as Jensen is chirping, the fun thing about our website is every stock we have ever mentioned in our substack and our thesis about the future is baked into our website.. You can drill down by each thesis to see what stocks are in their weekly and monthly demand zones.. doing something that would take hours.. instantly...
The absolute level of incompetence I am dealing with at large scale companies is beyond mind boggling to me.. all morning all I have done is deal with problem after problem as folks seem to be unable to use their actual fucking brains
๐๐๐๐๐๐๐๐: $MRVL ๐๐๐ซ๐ฏ๐๐ฅ๐ฅ ๐ญ๐จ ๐๐๐ฌ๐ข๐ ๐ง $GOOGL ๐๐จ๐จ๐ ๐ฅ๐ ๐๐๐ญ๐ฐ๐จ๐ซ๐ค๐ข๐ง๐ ๐๐ก๐ข๐ฉ ๐จ๐ง $INTC ๐๐ง๐ญ๐๐ฅ 18๐ ๐ข๐ง ๐ ๐๐๐ฃ๐จ๐ซ ๐๐ข๐ง ๐๐จ๐ซ ๐๐ง๐ญ๐๐ฅ ๐ ๐จ๐ฎ๐ง๐๐ซ๐ฒ, ๐ฉ๐๐ซ ๐ ๐ฎ๐ง๐๐ ๐๐
Funda AI reports that Marvell will design a custom networking chip for Google. It will be fabricated on Intelโs advanced 18A (or 18AP) process node, with mass production ramping by end of 2027. This chip will pair with MediaTekโs Humufish (Googleโs next-gen TPU v8e design).
This is a clear signal of Googleโs multi-vendor strategy in full swing. Diversifying design partners, while tapping Intel Foundry for cutting-edge manufacturing.
This builds on reports from April of Google in talks with Marvell for AI inference chips, including a memory processing unit to complement TPUs and a new inference-optimized TPU.
$INTC is laggin here custom chips is the spot to be.. ASICS and photonics only two companies are intertwined in the current and future those two companies are $INTC and $MRVL