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Earnings Preview | Cloud Giants Launch an "AI Cost Revolution," Ushering in the Era of ASICs! Marvell Technology (MRVL.US) Set for Soaring Performance

Earnings Preview | Cloud Giants Launch an "AI Cost Revolution," Ushering in the Era of ASICs! Marvell Technology (MRVL.US) Set for Soaring Performance

老虎证券老虎证券2026/03/02 05:55
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Wall Street analysts unanimously expect that, amid the surging wave of AI inference and the “micro-training” trend focused on embedding large AI models into enterprise operations, more cost-effective AI ASICs will pose a strong challenge to Nvidia’s near 90% monopoly in the AI chip market. Therefore, analysts anticipate that leading AI ASIC player Marvell and the larger market-scale ASIC giant Broadcom (AVGO.US) will both achieve robust performance growth, and management is likely to provide a strong outlook range for future results.
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