Marvell 和高通正准备利用对 AI 数据中心日益增长的需求来获利。与此同时,高通正在投资于数据中心计算解决方案的创新、研发,以及加速中央处理器(CPU),旨在弥合当前数据中心内内存市场与 CPU 和图形之间的差距。
Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . At the same time, Qualcomm is investing in the innovation, research and development of computing solutions for data centers, and accelerated central processing units (CPUs) aimed at bridging the current gap between the memory market and CPUs and graphics within data centers.
基于以上所有情况,现在哪只股票更值得买入:高通还是 Marvell?从营收情况来看,高通是一家比Marvell大得多的公司,其营收是Marvell的四倍多,高通为440亿美元,而Marvell为94.5亿美元。
Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.