NasdaqGS:MRVLSemiconductor
Marvell’s AI Role In Amazon’s US$200b Capex And Investor Trade Offs
Amazon plans about $200b in capital expenditure in 2026, with a significant focus on AI infrastructure.
Marvell Technology (NasdaqGS:MRVL) supplies custom AI processors that could be used in this build out.
Marvell is also involved in Project Rainier for Anthropic, tying its technology into Amazon linked AI workloads.
Marvell Technology, trading at $82.35, sits at the intersection of custom AI chips and cloud data infrastructure, which is an area where Amazon is ramping up spend. The stock...