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![KairosPraxis Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1886165457599700992.png) Kairos [@KairosPraxis](/creator/twitter/KairosPraxis) on x XXX followers
Created: 2025-07-14 23:56:47 UTC

@no_cap_cap Datacentre spend going up seems solid right but it's unclear how much of this spend goes to $MRVL. Worst case, $MRVL is like AMD - stuck in the middle between the best player ($AVGO) and cheap Taiwanese manufacturers (Alchip).


XXX engagements

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