Marvell Technology, Inc. (MRVL) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Question-and-Answer SessionWhy don't we start off with the big question that I'm sure you're getting asked in a lot of meetings, $3 trillion of announced spend, the ability to deploy the spend in question, are we in a bubble, et cetera, et cetera. You guys are increasingly one of the largest providers of AI silicon in the world. How do you feel about this trend? Are we in the early stages of a long investment cycle? Are we going too fast? Any comments there would super helpful.Christopher KoopmansPresident ...