Google's $120 Billion Gamble on Custom Silicon The recent deal between Marvell Technology and Alphabet Inc.
's Google subsidiary has sent shockwaves through the tech industry, with shares of Marvell plummeting 8% despite the potential for a massive windfall.
On closer inspection, however, it becomes clear that this agreement is more than just a straightforward business deal – it's a strategic bet by Google to secure a long term supply chain for its rapidly expanding AI infrastructure.