---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000710015.md"
description: "MRVL makes the custom ASICs that connect GPU clusters inside data centres. If NVDA is the GPU and Micron is the memory, is MRVL the networking that nobody priced in until today?? And is +32% already the full move, or is there more runway if hyperscalers keep ordering custom silicon?? 🙋"
datetime: "2026-06-03T03:38:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000710015.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000710015.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000710015.md)
author: "[NewUser_oDPBc9](https://longbridge.com/en/profiles/24826006.md)"
generator: "portal-rs"
---

# MRVL makes the custom ASICs that connect GPU clust…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**