Marvell Technology Inc. (MRVL) stock plunged 6.69% in the pre-market trading session on Tuesday, weighed down by concerns over intensifying competition in the AI chip market. The semiconductor company, known for its infrastructure solutions, faced selling pressure as tech giants and emerging players alike ramp up their efforts in developing advanced AI chips.
The competitive landscape in the AI chip space has been heating up, with behemoths like Amazon, Google, and Microsoft co-founder Bill Gates highlighting the increasing challenges faced by market leader Nvidia. Gates warned that Nvidia's dominance could be threatened as other major tech companies are working on their own AI chips, aiming to capitalize on the growing demand for these powerful processors.
Adding to the competitive pressures is the emergence of DeepSeek, a Chinese company that claims to have developed a ChatGPT-like AI model at a fraction of the cost compared to US firms like OpenAI and Anthropic. This development has raised concerns about potential overinvestment in AI infrastructure by US companies, questioning the need for the billions of dollars being poured into advanced chips like those offered by Nvidia and Marvell.
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