Six Five Media(@TheSixFiveMedia):The AI infrastructure opportunity doesn’t stop at the XPU. @MarvellTech’s SVP Will Chu says “the networking, memory, storage, and security around a chip means 3 - 4 more “XPU attach” design wins per custom XPU. Dave Lazovsky (fmr. CEO of https://t.co/gFUI1ARB6R) and now SVP, says reasoning models are why: KV cache is up 10x in 9 months, pushing scale-up past a single rack. Cumulative data center capex forecasts through 2030 climbed from $10.7 trillion to $12 trillion within a single quarter. Chu and Lazovsky’s combined perspectives make up the system Marvell is counting on to capture that spend. $MRVL

2026.09.18 17:37

The AI infrastructure opportunity doesn’t stop at the XPU. @MarvellTech’s SVP Will Chu says “the networking, memory, storage, and security around a chip means 3 - 4 more “XPU attach” design wins per custom XPU. Dave Lazovsky (fmr. CEO of and now SVP, says reasoning models are why: KV cache is up 10x in 9 months, pushing scale-up past a single rack. Cumulative data center capex forecasts through 2030 climbed from $10.7 trillion to $12 trillion within a single quarter. Chu and Lazovsky’s combined perspectives make up the system Marvell is counting on to capture that spend. $MRVL