Chip designer Marvell just dropped earnings commentary that caught trading algorithms off guard. The company, which builds custom AI accelerators for tech giants like Amazon and Microsoft, delivered forward guidance that sparked immediate market reactions. Their management doubled down on AI revenue projections, signaling that the infrastructure race for machine learning workloads is far from cooling off. For anyone tracking the picks-and-shovels plays in the AI buildout, this earnings call basically confirmed that hyperscalers are still burning cash on specialized silicon.