Marvell 授予谷歌 122 亿美元可购买期权，涉 TPU 技术

$MRVL gives $GOOGL options to buy $12.2B of the company.

"The Marvell-Google deal covers a broad range of technologies used ​with TPUs, including processors that run AI models, manage data storage ​and move information ⁠across networks."

Which could translate into ~$120 billion ​in revenue through 2033.

Marvell also has separate warrants with $AMZN after their Celestial acquisition (for purchases of photonic fabric).

Remember the good times when Jensen said Marvell would be the next $1T+ company?

Seems Nvidia knew Marvell was "networking" its way into all the hyperscalers with warrants.