接下来我想仔细看看的公司是Marvell。现在，Marvell刚刚公布了财报，我认为财报很棒。股价下跌了大约10%。市值1900亿美元。年初至今，股价上涨了142%，但从52周高点来看，股价下跌了近30%。
The next company I actually want to take a closer look at is Marvell. Now, Marvell just recently reported earnings, and I thought earnings were great. The stock is down roughly 10%. Market cap of 190 billion. Year-to-date, the stock is up 142% but from its 52-week high, the stock is down nearly 30%.
现在，我想谈论Marvell的原因是Marvell是NVLink Fusion的一部分。他们也有很多内存控制器解决方案。他们与亚马逊和AWS也有很好的合作关系。所以，如果英伟达和亚马逊合作更紧密，亚马逊和Marvell合作更紧密的可能性也会增加。
Now, the reason I want to talk about Marvell is Marvell is part of the NVLink Fusion. They have plenty of memory controller solutions as well. They also have a great partnership with Amazon and AWS. So, if Nvidia and Amazon are working closer together, the probability of Amazon and Marvell working closer together also increases.