In the battle of bandwidth and compute, Cloudflare has a strong hand. A dive into networking infrastructure.
Would this make retail data centers more attractive as opposed to wholesale data centers?
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.
Maybe I'm reading it wrong, but the takeaway is get long AVGO and MRVL?
The real takeaway was get long IPHI - but have to consider the price. No strong opinions on either at this moment
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
1000% especially w/ AVGO's notorious underinvestment in semis for a few years. MRVL really does feel like AVGO again.
This post is one your best.
post it on twitter then coward (i agree it was a good one)
!RemindMeSaturday And I will :p
Would this make retail data centers more attractive as opposed to wholesale data centers?
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.
Maybe I'm reading it wrong, but the takeaway is get long AVGO and MRVL?
The real takeaway was get long IPHI - but have to consider the price. No strong opinions on either at this moment
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
1000% especially w/ AVGO's notorious underinvestment in semis for a few years. MRVL really does feel like AVGO again.
This post is one your best.
post it on twitter then coward (i agree it was a good one)
!RemindMeSaturday And I will :p