Core Insights - Marvell Technology is a mid-tier player in the digital infrastructure industry with a market cap of $72 billion and revenue of $5.77 billion in fiscal year 2025 [3] - The company specializes in high-quality custom XPUs, CPUs, and DPUs, essential for AI and cloud-computing data centers, along with Ethernet and data center switches [2][3] - Marvell's recent quarterly results for fiscal 2Q26 showed revenues of $2 billion, a 57.5% year-over-year increase, although it slightly missed forecasts by $10 million [8] Company Overview - Marvell produces network and connectivity solutions that support enterprise mobility and cloud computing, promoting a 'borderless campus' concept [1] - The company provides hardware for connecting 5G radio access networks to the cloud, integrating networking and computing technologies [7] - Marvell's solutions are critical for building the infrastructure necessary for AI advancements [7] Financial Performance - In fiscal 2Q26, Marvell reported a non-GAAP EPS of 67 cents, aligning with forecasts [8] - The company is expected to benefit from positive trends in AI and cloud computing, with analysts expressing confidence in its growth prospects for 2026 [9] Analyst Insights - Analysts from JPMorgan have a bullish outlook on Marvell, citing strong commentary from major clients like Amazon and positive earnings guidance from related sectors [9] - The stock has an Overweight rating with a price target of $120, suggesting a potential 44% upside over the next year [9] - The consensus rating for Marvell is a Moderate Buy, based on 32 reviews, with an average price target of $93.23 indicating a 12% upside from current levels [10]

Hi, I'm Jesse Clayton, product marketing manager for AI infrastructure at NVIDIA here at Supercomputing 2025. More than ever, scientific discovery relies on converged high performance computing and AI. But meeting the needs of today's workflows demands extreme code design, hardware and software, built-in synergy to deliver optimizations across the entire stack and accelerate breakthrough science at scale.Nvidia's platform spans GPUs, CPUs, DPUs, nicks, scale up networking, scale out networking, and software ...

Core Viewpoint - TD Cowen analyst Joshua Buchalter maintains a bullish outlook on Advanced Micro Devices (AMD), reiterating a 'Buy' rating with a price target of $290, suggesting a potential upside of nearly 20% from the current price of $242 [1]. Company Growth Projections - AMD aims for over 60% compound annual growth in its Data Center business, primarily driven by AI-related demand [3]. - The company projects over 35% total revenue growth over the next three to five years, with the Data Center segment as the main growth driver [3]. - AMD anticipates more than 10% growth in its core segments, which include client computing, gaming, and embedded products [3]. AI Market Strategy - AMD's total addressable market in AI encompasses GPUs, CPUs, and server-side accelerators like DPUs and NICs, highlighting a multi-layered approach to the AI computing stack [4]. - The management's conservative financial posture and internal flexibility are identified as key strengths in navigating the evolving market [4]. Analyst Sentiment - Other Wall Street analysts share a positive outlook on AMD, with Benchmark reiterating a 'Buy' rating and a price target of $325, citing stronger revenue growth expectations and increased data-center market share due to AI demand [5]. - Cantor Fitzgerald maintains an 'Overweight' rating with a $350 target, forecasting revenue growth above 35% annually with solid margins through the decade [5]. - Truist Securities also holds a 'Buy' rating, emphasizing AMD's potential to expand earnings at a 45% annual pace through 2030 [6]. - Stifel maintains a 'Buy' rating with a $280 target, praising AMD's strategy focused on technology leadership and software investments [6].