好，我们想聊的第四只股票，Marvell。是的，听着，这真的取决于我们到目前为止一直在谈的这一切。如果真有人能和 Nvidia 正面抗衡，那会是 Alphabet、Microsoft、Amazon 和 Meta 这类市值万亿美元的大公司。
哦，顺便说一句，这四家公司全都是 Marvell 的客户。那么，Marvell 做什么？它是一家定制芯片供应商。这家公司的过去 12 个月营收只有 90 亿美元。其中只有大约 70 亿美元，差不多这个数，实际上是来自为其大客户（比如 Amazon 和 Alphabet）提供的定制芯片，但你知道，70 亿美元，它不需要拿下太多。
它不需要 Tranium 或 TPU 非常成功，也不需要看到大量增长，就能让这成为其自身营收的一大驱动力，在其业务的这个具体部分，也就是定制芯片部分。
All right, stock number four that we wanted to talk about, Marvell. Yeah, so listen, it this is really predicated on the whole what we've been talking about so far. I mean, if if anyone's going to go toe-to-toe with Nvidia, it's going to be these large trillion-dollar companies such as Alphabet, such as Microsoft, such as Amazon, and such as Meta.
Oh, by the way, all four of those companies are customers of Marvell. And so, what does Marvell do? It is a custom silicon provider. Now, this company only has 9 billion in trailing 12-month revenue.
So, and only about 7 billion of that, somewhere in there, is actually in the custom silicon for its big customers such as Amazon and Alphabet, but you know, 7 billion, it doesn't need to take very much.
It doesn't need Tranium or the TPUs to be very successful or to see a whole lot of growth in order for that to be a big driver in its own revenue in that specific the the custom silicon part of its business.