That was a great opinion piece out of our colleague Dave Lee, who really puts out really the question of what expertise does Oracle, a cloud company, have when it comes to social media algorithms. Brody. Not a whole lot.I think they would. Maybe they would tell you as much as well. I think it's very interesting how much rhetorical value the administration has placed on Oracle's involvement.They are the kind of technological underpinning of a lot of the operations, but they're the cloud vendor, right. I mean ...

Core Insights - Marvell Technology, Inc. has introduced its first 2nm silicon IP aimed at enhancing AI and cloud infrastructure, produced using TSMC's 2nm process [1][9] - The custom silicon market is projected to grow at an annual rate of 45%, with expectations that it will represent approximately 25% of the accelerated compute market by 2028 [2] Group 1: Technology Development - The Marvell platform focuses on a comprehensive semiconductor IP portfolio, including advanced technologies such as SerDes, die-to-die interconnects, and custom high-bandwidth memory architectures [3] - Marvell has been a leader in advanced technology nodes, launching a 5nm platform in 2020 and a 3nm platform in 2022, with products already in development and shipping [4] - The introduction of 3D simultaneous bi-directional I/O technology allows for increased bandwidth and reduced connections, enhancing chip design flexibility [6][7] Group 2: Strategic Partnerships - Marvell's collaboration with TSMC is crucial for developing complex silicon solutions that offer high performance and efficiency [5][8] - The partnership aims to leverage TSMC's advanced silicon technology and packaging to support the demands of the AI era [8] Group 3: Market Impact - The 2nm platform is expected to significantly improve the performance and efficiency of infrastructure for hyperscalers, addressing the needs of the AI-driven market [9] - The shift towards chiplet designs is anticipated to increase the transistor count in advanced processors, with 30% of such processors expected to utilize this approach [7]