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Cổ phiếu Marvell tăng vọt 13% sau khi hãng công bố cấp quyền mua chip AI trị giá 12,2 tỷ USD cho Google, đánh dấu một bước tiến lớn trong quan hệ hợp tác giữa hai bên.
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- SOURCE@techmeme“Marvell granting Google a warrant to buy up to 58M+ shares at $206.58 each, totaling up to $12.2B”x.com
- SUPPORT@firstadopter“including AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near-memory compute”x.com
- SUPPORT@stockmktnewz“The remaining shares vest in 240 equal tranches, one tranche for every $500 million in Custom Products revenue Google generates for Marvell through fiscal 2033”x.com
- SUPPORT@stocksavvyshay“$MRVL up over 13% after issuing $GOOGL warrants for up to 7% of the company”x.com
- SUPPORT@wallstengine“Broadcom $AVGO is under pressure after Marvell disclosed an expanded Google custom-chip partnership”x.com
- SUPPORT@beth_kindig“JP Morgan projects total AI accelerator shipments to rise 43% to 23.3 million, with strong growth from Google $GOOG and Amazon $AMZN pushing custom silicon to the majority unit share at 53%”x.com
- SOURCE@wesroth“one tranche vests for every $500 million in custom-product revenue, across 240 tranches effectively creating incentives for as much as $120 billion in purchases through fiscal 2033”x.com
- SUPPORT@hardwarebusters“Broadcom lost a monopoly”x.com