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Infrastructure & Robotics
Cloud giants are still pouring money into AI, but the market is starting to ask how quickly that capex turns into durable earnings rather than just ever-larger promises.
Marvell’s FMS 2026 message makes it clear that AI economics are now being decided by memory bandwidth, storage connectivity, and the ability to keep accelerators fed.
AI infrastructure is shifting toward memory bandwidth, storage connectivity, and power-constrained buildouts rather than GPU count alone.
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