MRVL stock is a play on the growth of AI data centers, at least according to SPEAR research. So, why are Marvell's revenues falling, and how much data center exposure do you actually get with an investment in MRVL? Today's Marvell Technologies stock analysis dives into Marvell's segments which include data center, enterprise, and automotive, to see whether this makes a compelling data center stock to buy, or a broadly diversified technology company trying to pivot into the "next big thing".

RESEARCH PIECES USED IN THIS VIDEO:
1. Arista Networks Stock Analysis
   • An AI Data Center Stock With Explosiv...  
2. 37 Data Center Stocks
   • 37 Stocks Benefiting from AI Data Cen...  

CHAPTERS:
00:00 Intro
01:29 AI infrastructure market
03:26 Our previous data center videos
05:10 Marvell Technologies (MRVL)
05:55 Marvell's falling revenue
07:18 Accelerated infrastructure
08:44 Marvell's markets
09:43 Marvell's data center segment
10:20 Some Fitch commentary
12:51 Conclusion

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