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Advanced Micro Devices (AMD) has the potential to capture market share as the demand for AI inference chips increases, with seven of the top ten AI operators using its hardware. Currently, NVIDIA leads the AI infrastructure market, generating over $40 billion in data center revenue, while AMD reported approximately $3 billion. AMD’s ROCm software platform has improved significantly, allowing it to compete effectively on price and efficiency.
Marvell Technology (MRVL) is positioned as a solid player in the AI chip market with existing custom designs for Amazon’s Graviton and Trainium chips, among others. Despite recent stock struggles due to competition, Marvell has secured 18 custom compute sockets, projecting to capture 20% of the $94 billion data center total addressable market by 2028. The XPU Attach market, where Marvell has won 13 sockets, is expected to grow at a compound annual growth rate of 90%.
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