Marvell②：从AI ASIC到CPO，NVIDIA和Google为什么都需要这个“第二名”？｜EP34

from 投研随身听 · host 慢研播客

NVIDIA 卖 GPU，Google 自研 TPU，两家公司在 AI 算力上直接竞争，却在半年内先后与 Marvell 建立投资、生态或商业绑定。这期解释博通为什么同时占据定制芯片与交换芯片的重要位置，Marvell 又为什么会成为两边都能接受的第二选择；也拆解 Google 认股权证的真实经济含义。后半段进入 CPO：Marvell 已主动发布 51.2T CPO 交换机。CPO 对它不是光互连环节消失，而是从向分散模块厂销售 DSP，转向向少数云厂商和系统厂商销售光引擎与系统。信息截止：2026-08-21。本节目不构成投资建议。

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Marvell②：从AI ASIC到CPO，NVIDIA和Google为什么都需要这个“第二名”？｜EP34

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