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    Matthew Ramsay • TD Cowen

    Matthew Ramsay's questions to Marvell Technology Inc (MRVL) leadership

    Matthew Ramsay's questions to Marvell Technology Inc (MRVL) leadership • Q2 2025

    Question

    Matthew Ramsay asked a long-term question about the custom compute business, seeking to understand the shift to multi-generational relationships and the level of visibility Marvell has into the software workloads that will run on the custom chips it designs.

    Answer

    CEO Matt Murphy affirmed that customers desire multi-generational partnerships due to the immense effort involved in a single design, making it inefficient to switch partners frequently. He confirmed Marvell has multiple engagements across different generations and IC types with its customers, including a newly won Tier 1 AI customer. He emphasized that their execution and results validate their position as a long-term, reliable partner.

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    Matthew Ramsay's questions to NVIDIA Corp (NVDA) leadership

    Matthew Ramsay's questions to NVIDIA Corp (NVDA) leadership • Q2 2025

    Question

    Matthew Ramsay sought to understand the distinction between customers spending to push the frontier of AI versus those strictly focused on near-term CapEx versus ROI.

    Answer

    President and CEO Jensen Huang asserted that NVIDIA infrastructure offers the best ROI immediately, making the distinction less relevant. He argued that building new general-purpose CPU infrastructure is less profitable than deploying Hopper or Blackwell, which immediately saves money on data processing, gets rented out due to high demand, and improves a company's own services. The core driver is the fundamental shift to accelerated computing.

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