Market CoverageMarvell Attaches Across Google’s TPU Stack With a Warrant Vesting Toward $120BBrendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom.Brendan Burke·August 20, 2026