Nvidia's $2B Marvell Bet Accelerates AI Chip Momentum Toward AMD's $532 Target

Nvidia's $2 billion stake in Marvell highlights AI chip diversification and ecosystem plays amid booming demand. Coverage started April 14 spotlighting Arm's agentic AI edge over Nvidia, exploded April 16 with AMD's 6 GW GPU deals for OpenAI (1 GW H2 2026) and Meta plus Epyc CPUs, projecting 35% revenue growth to $46.6B in 2025 and $14.78 EPS/$532 share by 2028, then TSMC's Q1 net income surging 58% YoY to $18B with 30%+ 2026 growth outlook supercharging partners like AMD. This progression cements data-center reallocation favoring AMD.