AI Industry Eyes Custom Inference Chips<\/p>\n
The development highlights the growing need for inference chips that power real-world AI applications, including autonomous agents and other commercial systems.<\/p>\n
At its March GTC event, Nvidia unveiled a new inference-focused chip \u2013 dubbed a language processing unit \u2013 built using technology licensed from startup Groq in a $20 billion deal.<\/p>\n
Google has been pushing to make its TPUs a viable alternative to Nvidia’s dominant GPUs, and their sales have become a key driver of growth in Alphabet\u2019s cloud revenue, according to a Reuters\u00a0report<\/a>.<\/p>\n Like its chipmaking peers<\/a>, Marvell has surged sharply this month,\u00a0jumping 41%. In March, the company projected nearly 40% revenue growth in fiscal 2028 to around $15 billion \u2013 well above the $12.92 billion analyst consensus from LSEG \u2013 while also nudging up its fiscal 2027 outlook.<\/p>\n Retail View On MRVL<\/p>\n On Stocktwits, the retail sentiment for MRVL remained \u2018bullish,\u2019 unchanged since Friday, while the message volume for the ticker rose 85% in the last 24 hours.<\/p>\n \u201cYes! This is great news and probably accounts for Friday’s ramp. Very nice. Curb your enthusiasm though as taco digs his heal [sic] in with Iran. Markets definitely tamped tomorrow. Patience,\u201d a user\u00a0remarked<\/a>,\u00a0referring to the market trader acronym of \u201cTrump Always Chickens Out.\u201d<\/p>\n \u201cCan’t believe I’m in on this at $87 a share. Beating myself up for not buying more!\u201d\u00a0posted<\/a> another.<\/p>\n MRVL stock<\/a> is up 64.5% year-to-date.\u00a0Alphabet shares<\/a>, which were down nearly 1% in the overnight session, have gained 9.2%\u00a0in 2026.<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n \u00a0<\/p>\n
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