[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @BenBajarin Ben Bajarin Ben Bajarin posts on X about ai, $mrvl, $crwv, ben the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::14546264/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +712% - X Year XXXXXXXXX +82% ### Mentions: XX [#](/creator/twitter::14546264/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +358% - X Year XXXXX +141% ### Followers: XXXXXX [#](/creator/twitter::14546264/followers)  - X Week XXXXXX +0.98% - X Month XXXXXX +5.50% - X Months XXXXXX +20% - X Year XXXXXX +23% ### CreatorRank: XXXXXXX [#](/creator/twitter::14546264/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) X% [fashion brands](/list/fashion-brands) XXX% [events](/list/events) XXXX% [products](/list/products) XXXX% **Social topic influence** [ai](/topic/ai) 16.25%, [$mrvl](/topic/$mrvl) #2, [$crwv](/topic/$crwv) #52, [ben](/topic/ben) #357, [$avgo](/topic/$avgo) #22, [$googl](/topic/$googl) 3.75%, [future](/topic/future) 3.75%, [asics](/topic/asics) #363, [$7936t](/topic/$7936t) #363, [banana](/topic/banana) XXX% **Top accounts mentioned or mentioned by** [@viktorobert](/creator/undefined) [@protectworkers_](/creator/undefined) [@marvelltech](/creator/undefined) [@awscloud](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@kakashiii111](/creator/undefined) [@trackingerror1](/creator/undefined) [@celestialaiinc](/creator/undefined) [@0dayshay0](/creator/undefined) [@bill32959492272](/creator/undefined) [@qwurdilu](/creator/undefined) [@stonkasaurusrex](/creator/undefined) [@coreweave](/creator/undefined) [@rwang07](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@zippytop71](/creator/undefined) [@google](/creator/undefined) [@lisasu](/creator/undefined) [@zephyrz9](/creator/undefined) [@mweinbach](/creator/undefined) **Top assets mentioned** [Marvell Technology Inc (MRVL)](/topic/$mrvl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Morgan Stanley (MS)](/topic/morgan-stanley) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Aditus (ADI)](/topic/$adi) [HP Inc (HPQ)](/topic/$hpq) [Microsoft Corp. (MSFT)](/topic/microsoft) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Electroneum (ETN)](/topic/$etn) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts Top posts by engagements in the last XX hours "On the eve of AWS re:invent it is worth noting Inferentia is likely dead or on the way out and Tranium is the main AI ASIC going forward. Unfortuante branding but Tranium is essentailly AWS TPU for lack of a better analogy and name. BIG hill to climb for AWS with custom ASIC" [X Link](https://x.com/BenBajarin/status/1995534537808556371) 2025-12-01T16:44Z 33.4K followers, 6310 engagements "Full summary of $CRWV session at UBS Tech conference. A lot of insightful nuggets here and some nuance but I have a hunch @CoreWeave is going to have a healthy 2026 revenue-wise" [X Link](https://x.com/BenBajarin/status/1996608164607971465) 2025-12-04T15:50Z 33.4K followers, 46K engagements "@zippytop71 up X% though People realize they compete more with Alchip than Broadcom and that weighs heavily" [X Link](https://x.com/BenBajarin/status/1970938369770430686) 2025-09-24T19:48Z 33.3K followers, XXX engagements "$MRVL CEO Matt Murphy is trying to help smooth out the concern around their "lumpiness" in ASICS. Again the concern is that their competition is more Alchip than Broadcom" [X Link](https://x.com/BenBajarin/status/1970943716002332861) 2025-09-24T20:09Z 33.3K followers, 41.4K engagements "The shift to liquid cooling is a key driver of new data center builds since retrofitting existing is tricky. Compute clusters will be all liquid going forward. "We highlight Envicool Vertiv Delta Electronics Trane Technologies Schneider & Gates as key beneficiaries."" [X Link](https://x.com/BenBajarin/status/1981400999148605746) 2025-10-23T16:43Z 33.3K followers, 8326 engagements "We have entered the cycle where nuhvidia-ers require being eductated on semiconductor vendor supply chain management lol" [X Link](https://x.com/BenBajarin/status/1991522828089512143) 2025-11-20T15:03Z 33.3K followers, 1977 engagements "Dude. Nana Banana Pro turning my CoreWeave analysis into a lecture white board. What is this black magic" [X Link](https://x.com/BenBajarin/status/1991591571993817552) 2025-11-20T19:36Z 33.3K followers, 55.4K engagements "I've known @lisasu for many years and I think an important bit of context here is she would not/does not say things like this lightly. I take Lisa's market model/outlook with a lot of gravitas" [X Link](https://x.com/BenBajarin/status/1991719508323791206) 2025-11-21T04:05Z 33.4K followers, 52.1K engagements "$nbis vs $crwv competition will be fun to watch. They are the only two neoclouds with some level of technical differentiation. Whether thats sustainable is a question but for this moment its enough" [X Link](https://x.com/BenBajarin/status/1992668061464453600) 2025-11-23T18:54Z 33.3K followers, 7315 engagements "Don't sleep on analog's role in AI infra AND where it goes parabolic in robotics. Via $ADI earnings call this AM" [X Link](https://x.com/BenBajarin/status/1993374382933393622) 2025-11-25T17:41Z 33.3K followers, 3678 engagements "This is a great point to think about in the Google TPU sale debate. There is at least XX% ish if not more $AVGO IP in TPUs so why would Google not have to pay Broadcom a share of revs for the IP" [X Link](https://x.com/BenBajarin/status/1993700209680154937) 2025-11-26T15:15Z 33.3K followers, 18K engagements "Evergreen point here for end hardware OEMs by Morgan Stanley per their note on $HPQ. RIP a lot of OEM margins. Hard to keep up with Apple here (highest margins of them all by a lot). "Unprecedented memory supercycle."" [X Link](https://x.com/BenBajarin/status/1993731596432887968) 2025-11-26T17:20Z 33.3K followers, 2760 engagements "@LeoWaldock Still a mystery" [X Link](https://x.com/BenBajarin/status/1994451909537575021) 2025-11-28T17:02Z 33.2K followers, 2852 engagements "Good commentary from Anthropic at the UBS tech conference. Worth noting very few companies will go through the effort of optimizing their software for multiple accelerator architectures. Most will just use GPUs. Also they see $250B TAM just for AI-aided software development" [X Link](https://x.com/BenBajarin/status/1996350000457265586) 2025-12-03T22:45Z 33.3K followers, 23K engagements "Amazons custom silicon part where they are a leader now 5th gen. Also great for the $arm cloud CPU ecosystem" [X Link](https://x.com/BenBajarin/status/1996645425336799262) 2025-12-04T18:18Z 33.3K followers, 16K engagements "Money right here from @awscloud when it comes to custom silicon. Not just first for Amazon but first of any hyperscaler to have the XPU CPU and DPU all custom on the same board. I expect Google to do the same. Also great showcase for @Arm both in CPU and DPU" [X Link](https://x.com/BenBajarin/status/1996662253022859562) 2025-12-04T19:25Z 33.4K followers, 5630 engagements "😂 citing one person involved. Get at least two independently verified sources" [X Link](https://x.com/BenBajarin/status/1997007985680539997) 2025-12-05T18:19Z 33.3K followers, 12.7K engagements "A lot of goodness going full custom Arm CPU head node for custom ASICs but Im also very interested in the role Arm based DPU plays (as it will be critical) for these super clusters of accelerator pods" [X Link](https://x.com/BenBajarin/status/1997020979185565803) 2025-12-05T19:11Z 33.4K followers, 5617 engagements "Image via nano banana for exaggeration but you get the point :) Copper for days in future AI compute trays" [X Link](https://x.com/BenBajarin/status/1997026277208072660) 2025-12-05T19:32Z 33.3K followers, 6722 engagements "This is a loonggggggg way away if ever. Hence why the focus should be on hybrid AI for now" [X Link](https://x.com/BenBajarin/status/1997040769589514249) 2025-12-05T20:29Z 33.3K followers, 7852 engagements "So the latest Apple iPhone Pro commercial is essentailly purely on the A19 Pro. Talks about the vapor chamber allowing it to push its limits and thencalls out "capable of processing XX trillion COMPLEX tasks a second." That XX trillion is their TOPS number" [X Link](https://x.com/BenBajarin/status/1997366078327193857) 2025-12-06T18:02Z 33.4K followers, 4648 engagements "The other interesting angle to this substrate demand is bigger more powerful AI chips need thicker (more layers) substrate boards. This from a JPM note on Unimicron" [X Link](https://x.com/BenBajarin/status/1997392033560809757) 2025-12-06T19:45Z 33.4K followers, 3809 engagements "Be weary of semiconductor industry tourists. This space is hard to cover for a reason" [X Link](https://x.com/BenBajarin/status/1997851047130533912) 2025-12-08T02:09Z 33.4K followers, 43.8K engagements "Will be getting as much detail as I can at Marvell analyst day tomorrow but this from JPM on the custom business seems confident. $mrvl" [X Link](https://x.com/BenBajarin/status/1998090251815006231) 2025-12-08T18:00Z 33.4K followers, 13.6K engagements "@trackingerror1 @MarvellTech Can't unfortunately not streamed" [X Link](https://x.com/BenBajarin/status/1998466772454822020) 2025-12-09T18:56Z 33.4K followers, XX engagements "Fed Gemini my sheet (we run @creativestrat on Workspace) and it made this chart in less than a minute. Also the below visual is why so many sell-siders just initiated on $FRMI Future homes of AI compute" [X Link](https://x.com/BenBajarin/status/1990867146520322277) 2025-11-18T19:38Z 33.4K followers, 7273 engagements "Good deep dive on Asia tour and customer conversations from Morgan Stanley. "customers biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically"" [X Link](https://x.com/BenBajarin/status/1995517638848782536) 2025-12-01T15:37Z 33.4K followers, 401.8K engagements "This is fair. Also why I'd favor Azure and GCP in this scenario and note this would impact neoclouds like $CRWV $NBIS" [X Link](https://x.com/BenBajarin/status/1995554693872046181) 2025-12-01T18:04Z 33.4K followers, 4248 engagements "This is a good call out from $CRDO Bill Brennan as it addresses the concern of investors that they are too reliant just on AECs. They have ALCs and optical in the portfolio and will continue going full-stack in all categories. AI Networking boom going boom" [X Link](https://x.com/BenBajarin/status/1995625946393837648) 2025-12-01T22:47Z 33.4K followers, 7683 engagements "Some key points on AI datacenter from the $ETN session at UBS tech conference. Eaton competes with Vertiv and Schneider to a degree in DC cooling. Customer backlogs of XXX GW" [X Link](https://x.com/BenBajarin/status/1995936937858007240) 2025-12-02T19:23Z 33.4K followers, 24.5K engagements "I knew it was a lot but its interesting to see in my Whoop year in review" [X Link](https://x.com/BenBajarin/status/1998261133787230581) 2025-12-09T05:19Z 33.4K followers, 2296 engagements "HSBC on $AVGO Very much agree. And I understand the doubt for $MRVL but I do think they are positioning themselves better for this trend and Celestial AI should help over the long haul" [X Link](https://x.com/BenBajarin/status/1998426321744240932) 2025-12-09T16:15Z 33.4K followers, 4620 engagements "More custom HBM on GPUs but also custom XPUs is inevitable and @MarvellTech showcasing some innovations on their end for this trend" [X Link](https://x.com/BenBajarin/status/1998457964680684025) 2025-12-09T18:21Z 33.4K followers, 3229 engagements "My gut this is directionally right but just understanding the technical power and packaging challenges with this its wild to see as a roadmap. Some MONSTER chip sizes coming. Long live advanced packaging" [X Link](https://x.com/BenBajarin/status/1998459868068381182) 2025-12-09T18:28Z 33.4K followers, 24.1K engagements "After a long day with @MarvellTech the @CelestialAIinc acquistion is a great fit and will benefit $MRVL greatly as I/O high speed networking become table stakes for AI accellerator super clusters. Marvell has a "your margins are my opportunity" situation with Broadcom" [X Link](https://x.com/BenBajarin/status/1998534761011437646) 2025-12-09T23:26Z 33.4K followers, 4814 engagements "@0dayshay0 @MarvellTech @CelestialAIinc Also where I think it turns is yes the margins Broadcom takes but also the custom guys are incentivized to shift to more customer-owned tooling where they bring more of the design. Broadcom doesn't want its lower margin" [X Link](https://x.com/BenBajarin/status/1998544700706533770) 2025-12-10T00:06Z 33.4K followers, XXX engagements "Huge difference in why people use Alchip vs Marvell and MTKs pitch will be the same as a Marvell but behind in Serdes and some optical XPU attach. Most customers dont have all the IP but the trend will be to more customer owned design like what Amazon does. This trend doesnt favor Broadcom" [X Link](https://x.com/BenBajarin/status/1998554639080501422) 2025-12-10T00:45Z 33.4K followers, XX engagements "Good and consistent with all we hear commentary from Crusoe on AI datacenter demand pipeline being strong and labor shortages power remaining key bottlenecks. Modular (cut and paste) designs will be key for more inference DCs 15-20 mw range. Via UBS Tech conference" [X Link](https://x.com/BenBajarin/status/1996606483790987677) 2025-12-04T15:44Z 33.4K followers, 2566 engagements "Tranium was not co designed. Its sucking is amazons fault not Marvell. They brought the whole design and just used networking attach. The XPU sucking and their DPU not being great is Amazons issue. Google is absolutely moving to COT hence the win by MTK. As I said that trend doesnt favor Broadcom" [X Link](https://x.com/BenBajarin/status/1998555456353227047) 2025-12-10T00:48Z 33.4K followers, XX engagements "Friends who are in the know on datacenter networking. What do you think when I say scale up networking What does that mean to you Doing a little research on taxonomy" [X Link](https://x.com/BenBajarin/status/1998575904075968644) 2025-12-10T02:10Z 33.4K followers, 3365 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BenBajarin Ben Bajarin
Ben Bajarin posts on X about ai, $mrvl, $crwv, ben the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +712%
- X Year XXXXXXXXX +82%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +358%
- X Year XXXXX +141%
Followers: XXXXXX #
- X Week XXXXXX +0.98%
- X Month XXXXXX +5.50%
- X Months XXXXXX +20%
- X Year XXXXXX +23%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXX% technology brands XXXXX% finance X% fashion brands XXX% events XXXX% products XXXX%
Social topic influence ai 16.25%, $mrvl #2, $crwv #52, ben #357, $avgo #22, $googl 3.75%, future 3.75%, asics #363, $7936t #363, banana XXX%
Top accounts mentioned or mentioned by @viktorobert @protectworkers_ @marvelltech @awscloud @jiahanjimliu @kakashiii111 @trackingerror1 @celestialaiinc @0dayshay0 @bill32959492272 @qwurdilu @stonkasaurusrex @coreweave @rwang07 @patrickmoorhead @zippytop71 @google @lisasu @zephyrz9 @mweinbach
Top assets mentioned Marvell Technology Inc (MRVL) CoreWeave, Inc. (CRWV) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Morgan Stanley (MS) ON Semiconductor, Corp. (ON) Aditus (ADI) HP Inc (HPQ) Microsoft Corp. (MSFT) Fermi Inc. Common Stock (FRMI) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Electroneum (ETN) HSBC Holdings PLC (HSBC)
Top Social Posts
Top posts by engagements in the last XX hours
"On the eve of AWS re:invent it is worth noting Inferentia is likely dead or on the way out and Tranium is the main AI ASIC going forward. Unfortuante branding but Tranium is essentailly AWS TPU for lack of a better analogy and name. BIG hill to climb for AWS with custom ASIC"
X Link 2025-12-01T16:44Z 33.4K followers, 6310 engagements
"Full summary of $CRWV session at UBS Tech conference. A lot of insightful nuggets here and some nuance but I have a hunch @CoreWeave is going to have a healthy 2026 revenue-wise"
X Link 2025-12-04T15:50Z 33.4K followers, 46K engagements
"@zippytop71 up X% though People realize they compete more with Alchip than Broadcom and that weighs heavily"
X Link 2025-09-24T19:48Z 33.3K followers, XXX engagements
"$MRVL CEO Matt Murphy is trying to help smooth out the concern around their "lumpiness" in ASICS. Again the concern is that their competition is more Alchip than Broadcom"
X Link 2025-09-24T20:09Z 33.3K followers, 41.4K engagements
"The shift to liquid cooling is a key driver of new data center builds since retrofitting existing is tricky. Compute clusters will be all liquid going forward. "We highlight Envicool Vertiv Delta Electronics Trane Technologies Schneider & Gates as key beneficiaries.""
X Link 2025-10-23T16:43Z 33.3K followers, 8326 engagements
"We have entered the cycle where nuhvidia-ers require being eductated on semiconductor vendor supply chain management lol"
X Link 2025-11-20T15:03Z 33.3K followers, 1977 engagements
"Dude. Nana Banana Pro turning my CoreWeave analysis into a lecture white board. What is this black magic"
X Link 2025-11-20T19:36Z 33.3K followers, 55.4K engagements
"I've known @lisasu for many years and I think an important bit of context here is she would not/does not say things like this lightly. I take Lisa's market model/outlook with a lot of gravitas"
X Link 2025-11-21T04:05Z 33.4K followers, 52.1K engagements
"$nbis vs $crwv competition will be fun to watch. They are the only two neoclouds with some level of technical differentiation. Whether thats sustainable is a question but for this moment its enough"
X Link 2025-11-23T18:54Z 33.3K followers, 7315 engagements
"Don't sleep on analog's role in AI infra AND where it goes parabolic in robotics. Via $ADI earnings call this AM"
X Link 2025-11-25T17:41Z 33.3K followers, 3678 engagements
"This is a great point to think about in the Google TPU sale debate. There is at least XX% ish if not more $AVGO IP in TPUs so why would Google not have to pay Broadcom a share of revs for the IP"
X Link 2025-11-26T15:15Z 33.3K followers, 18K engagements
"Evergreen point here for end hardware OEMs by Morgan Stanley per their note on $HPQ. RIP a lot of OEM margins. Hard to keep up with Apple here (highest margins of them all by a lot). "Unprecedented memory supercycle.""
X Link 2025-11-26T17:20Z 33.3K followers, 2760 engagements
"@LeoWaldock Still a mystery"
X Link 2025-11-28T17:02Z 33.2K followers, 2852 engagements
"Good commentary from Anthropic at the UBS tech conference. Worth noting very few companies will go through the effort of optimizing their software for multiple accelerator architectures. Most will just use GPUs. Also they see $250B TAM just for AI-aided software development"
X Link 2025-12-03T22:45Z 33.3K followers, 23K engagements
"Amazons custom silicon part where they are a leader now 5th gen. Also great for the $arm cloud CPU ecosystem"
X Link 2025-12-04T18:18Z 33.3K followers, 16K engagements
"Money right here from @awscloud when it comes to custom silicon. Not just first for Amazon but first of any hyperscaler to have the XPU CPU and DPU all custom on the same board. I expect Google to do the same. Also great showcase for @Arm both in CPU and DPU"
X Link 2025-12-04T19:25Z 33.4K followers, 5630 engagements
"😂 citing one person involved. Get at least two independently verified sources"
X Link 2025-12-05T18:19Z 33.3K followers, 12.7K engagements
"A lot of goodness going full custom Arm CPU head node for custom ASICs but Im also very interested in the role Arm based DPU plays (as it will be critical) for these super clusters of accelerator pods"
X Link 2025-12-05T19:11Z 33.4K followers, 5617 engagements
"Image via nano banana for exaggeration but you get the point :) Copper for days in future AI compute trays"
X Link 2025-12-05T19:32Z 33.3K followers, 6722 engagements
"This is a loonggggggg way away if ever. Hence why the focus should be on hybrid AI for now"
X Link 2025-12-05T20:29Z 33.3K followers, 7852 engagements
"So the latest Apple iPhone Pro commercial is essentailly purely on the A19 Pro. Talks about the vapor chamber allowing it to push its limits and thencalls out "capable of processing XX trillion COMPLEX tasks a second." That XX trillion is their TOPS number"
X Link 2025-12-06T18:02Z 33.4K followers, 4648 engagements
"The other interesting angle to this substrate demand is bigger more powerful AI chips need thicker (more layers) substrate boards. This from a JPM note on Unimicron"
X Link 2025-12-06T19:45Z 33.4K followers, 3809 engagements
"Be weary of semiconductor industry tourists. This space is hard to cover for a reason"
X Link 2025-12-08T02:09Z 33.4K followers, 43.8K engagements
"Will be getting as much detail as I can at Marvell analyst day tomorrow but this from JPM on the custom business seems confident. $mrvl"
X Link 2025-12-08T18:00Z 33.4K followers, 13.6K engagements
"@trackingerror1 @MarvellTech Can't unfortunately not streamed"
X Link 2025-12-09T18:56Z 33.4K followers, XX engagements
"Fed Gemini my sheet (we run @creativestrat on Workspace) and it made this chart in less than a minute. Also the below visual is why so many sell-siders just initiated on $FRMI Future homes of AI compute"
X Link 2025-11-18T19:38Z 33.4K followers, 7273 engagements
"Good deep dive on Asia tour and customer conversations from Morgan Stanley. "customers biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically""
X Link 2025-12-01T15:37Z 33.4K followers, 401.8K engagements
"This is fair. Also why I'd favor Azure and GCP in this scenario and note this would impact neoclouds like $CRWV $NBIS"
X Link 2025-12-01T18:04Z 33.4K followers, 4248 engagements
"This is a good call out from $CRDO Bill Brennan as it addresses the concern of investors that they are too reliant just on AECs. They have ALCs and optical in the portfolio and will continue going full-stack in all categories. AI Networking boom going boom"
X Link 2025-12-01T22:47Z 33.4K followers, 7683 engagements
"Some key points on AI datacenter from the $ETN session at UBS tech conference. Eaton competes with Vertiv and Schneider to a degree in DC cooling. Customer backlogs of XXX GW"
X Link 2025-12-02T19:23Z 33.4K followers, 24.5K engagements
"I knew it was a lot but its interesting to see in my Whoop year in review"
X Link 2025-12-09T05:19Z 33.4K followers, 2296 engagements
"HSBC on $AVGO Very much agree. And I understand the doubt for $MRVL but I do think they are positioning themselves better for this trend and Celestial AI should help over the long haul"
X Link 2025-12-09T16:15Z 33.4K followers, 4620 engagements
"More custom HBM on GPUs but also custom XPUs is inevitable and @MarvellTech showcasing some innovations on their end for this trend"
X Link 2025-12-09T18:21Z 33.4K followers, 3229 engagements
"My gut this is directionally right but just understanding the technical power and packaging challenges with this its wild to see as a roadmap. Some MONSTER chip sizes coming. Long live advanced packaging"
X Link 2025-12-09T18:28Z 33.4K followers, 24.1K engagements
"After a long day with @MarvellTech the @CelestialAIinc acquistion is a great fit and will benefit $MRVL greatly as I/O high speed networking become table stakes for AI accellerator super clusters. Marvell has a "your margins are my opportunity" situation with Broadcom"
X Link 2025-12-09T23:26Z 33.4K followers, 4814 engagements
"@0dayshay0 @MarvellTech @CelestialAIinc Also where I think it turns is yes the margins Broadcom takes but also the custom guys are incentivized to shift to more customer-owned tooling where they bring more of the design. Broadcom doesn't want its lower margin"
X Link 2025-12-10T00:06Z 33.4K followers, XXX engagements
"Huge difference in why people use Alchip vs Marvell and MTKs pitch will be the same as a Marvell but behind in Serdes and some optical XPU attach. Most customers dont have all the IP but the trend will be to more customer owned design like what Amazon does. This trend doesnt favor Broadcom"
X Link 2025-12-10T00:45Z 33.4K followers, XX engagements
"Good and consistent with all we hear commentary from Crusoe on AI datacenter demand pipeline being strong and labor shortages power remaining key bottlenecks. Modular (cut and paste) designs will be key for more inference DCs 15-20 mw range. Via UBS Tech conference"
X Link 2025-12-04T15:44Z 33.4K followers, 2566 engagements
"Tranium was not co designed. Its sucking is amazons fault not Marvell. They brought the whole design and just used networking attach. The XPU sucking and their DPU not being great is Amazons issue. Google is absolutely moving to COT hence the win by MTK. As I said that trend doesnt favor Broadcom"
X Link 2025-12-10T00:48Z 33.4K followers, XX engagements
"Friends who are in the know on datacenter networking. What do you think when I say scale up networking What does that mean to you Doing a little research on taxonomy"
X Link 2025-12-10T02:10Z 33.4K followers, 3365 engagements