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Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle

Partner Interview

Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIASwitching CostsPhysical Infra & Networks

Google: TPU & Broadcom Relationship

Partner Interview

Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesSwitching CostsPhysical Infra & Networks

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

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Amazon•US•Mega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCSwitching CostsPhysical Infra & Networks

TSMC: Management Incentives, Yield, & Customer Relationships

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TSMC•TW•Mega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsPhysical Infra & Networks

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