9 Comments
User's avatar
Whitney Sheng's avatar

Would this make retail data centers more attractive as opposed to wholesale data centers?

Doug O'Laughlin's avatar

Hey - really late to this. I am *unsure*

the custom stacks of wholesale really help, retail could help alleviate it, but i don't know the dynamics there.

Peter's avatar

Maybe I'm reading it wrong, but the takeaway is get long AVGO and MRVL?

Doug O'Laughlin's avatar

The real takeaway was get long IPHI - but have to consider the price. No strong opinions on either at this moment

Peter's avatar

with IPHI+Innovium+CAVM+legacy MRVL ethernet assets no one wanted in the datacenter + a future laser acquisition + $1b R&D then MRVL will be able to compete strongly against AVGO in copackaged optics

Doug O'Laughlin's avatar

1000% especially w/ AVGO's notorious underinvestment in semis for a few years. MRVL really does feel like AVGO again.

Dylan Patel's avatar

This post is one your best.

Doug O'Laughlin's avatar

post it on twitter then coward (i agree it was a good one)

Dylan Patel's avatar

!RemindMeSaturday And I will :p