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This graphic is from Marvell's (MRVL) June investor presentation on their Custom AI opportunity. They are stacking the datacenter capex of the hyperscalers (MSFT, GOOGL, AMZN, + ORCL who is not shown).
Then on top of that we have the capex of Meta, OpenAI, Tesla, xAI, Apple, and Stargate (which is OpenAI, Softbank, and Oracle building 10+ datacenters in Texas).
The $1 trillion TAM (total addressable market) for the AI datacenter buildout is also projected to cross that figure by Goldman Sachs and Bank of America.
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