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- 1Data-center AI chip market seen reaching $860 billion by 2030▼Data-center AI chip market seen at $860 bln by 2030
New projections put the global data-center AI chip market at roughly $860 billion by 2030, underscoring the scale of investment flowing into semiconductors that power artificial intelligence. Analysts expect demand from cloud providers and AI model developers to keep driving growth across the sector, with chipmakers and data-center operators racing to expand capacity to meet surging computing needs.
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European data centers could become a key pillar of the continent's push for digital sovereignty, reducing reliance on foreign cloud and infrastructure providers. The debate ties into wider EU efforts to keep data, technology and critical digital infrastructure under European control amid geopolitical tensions and growing dependence on US-based tech giants.
- 3Marvell Stock Jumps on Google Custom AI Chip Talk▼Marvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly
Marvell Technology shares rose in overnight trading following reports that the chipmaker is in talks with Google to develop custom AI chips. Retail investors reacted enthusiastically, with bullish sentiment spreading across trading forums. The move highlights growing investor interest in semiconductor companies positioned to benefit from expanding custom silicon demand among major cloud and AI providers.