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29.10.2026 20:30:00

Not Nvidia. Not AMD. This Custom AI Chip Designer Could Outperform Both by 2030.

Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) are two of the biggest beneficiaries of the artificial intelligence (AI) revolution. As big tech invests hundreds of billions of dollars in data centers, demand for semiconductors continues to accelerate.

However, another chipmaker could deliver even greater returns over the next several years: Marvell Technology (NASDAQ: MRVL). Interestingly, Nvidia CEO Jensen Huang recognizes Marvell's potential. During the Computex conference in June, Huang called Marvell the next potential trillion-dollar company. Nvidia has even invested $2 billion in Marvell, reinforcing its confidence in the company.

Now, Marvell is reportedly exploring an acquisition that could supercharge its position in the AI infrastructure market. Let's dig into what makes Marvell unique and assess why the stock could be a compelling buy for long-term investors.

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AMD (Advanced Micro Devices) Inc. 486,60 -4,33% AMD (Advanced Micro Devices)  Inc.
NVIDIA Corp. 188,58 -1,46% NVIDIA Corp.