Many people feel desperate in regards to climate crisis handling, as Trump is going into office soon. The same people usually also loath Musk's support in Trump and his political behavior in general, which seems to be dangerous and irresponsible. However, Musk was a loud critic of Trump back in 2017 when the latter moved out of the Paris agreement, and supported it; he does acknowledge man made climate change, and promotes renewable energies. Suppose he is quite disordered, but, that he is going to put pressure on Trump or persuade him into major climate policy, however capitalistic and aggressive?
好文，個人認為對於 NVDA 而言投資 MRVL 其中一個最大原因應該是 Celestial AI 的 OMIB 技術路線解放了晶片四邊的 「海邊線」。
當光訊號由四邊變成上下拉出無數光纖同其他晶片甚至記憶體池互連，這將會是一個挑戰 NVLink 的最強大對手。
透過投資 MRVL 那就有機會在 OMIB 成功前把一個potential 最強對手1拉入 NVLink Fusion網絡，也確保了未來 NVDA 的 GPU 等設計能夠在日後 OMIB 成功時引入。
對於 MRVL 而言，個人認為除了只 2B 以外。
更大益處在於其 OMIB 技術的 TAM 能夠一口氣擴大數倍，由原本 MRVL 自家 ASICs 自用架構 （最多一年就 200萬顆出貨）變成 2m + NVDA 出貨的 TAM
Feynmann 最初保守估計一年也有 400 ~ 500萬顆，那就是說OMIB 技術授權的 TAM 由 2m > 6 ~ 7m。
謝謝你的補充! 其實Celestial的收購案對Marvell的重要性真的挺大，我個人認為現在的估值還未反映出Marvell將Celestial融合成功之後可以產生的Synergy
完全同意，個人也持有 MRVL。
可以這麼說吧，個人認為即便沒有 Celestial AI， MRVL 本來在 ASICs 市佔的潛力就被低估，現在Celestial AI 就相當一張免費的Real Option。
以 3B 收購 Celestial AI 引來了Nvda 的 2B 融資，就代表 Net cash outflow 1B 就擁有 Celestial AI 的完整控制權。
這單 Deal 真的和去年CELH 用極低價格買入 Alan Nui 一樣，都是超級 Nice Deal。
把MRVL 拉過來，技術標準、生態及合作伙伴再增強，AVGO 博通就更孤立了，博通是輝達的最大威脅。
合理的舉動，雙贏的局面
If you're not advocating for planetary rent abolishment them you're the problem.
Many people feel desperate in regards to climate crisis handling, as Trump is going into office soon. The same people usually also loath Musk's support in Trump and his political behavior in general, which seems to be dangerous and irresponsible. However, Musk was a loud critic of Trump back in 2017 when the latter moved out of the Paris agreement, and supported it; he does acknowledge man made climate change, and promotes renewable energies. Suppose he is quite disordered, but, that he is going to put pressure on Trump or persuade him into major climate policy, however capitalistic and aggressive?