There's a very interesting spot to occupy in the AI chip race. It's in the middle, where you can win because your value is useful to everyone. Marvell CEO Matt Murphy thinks his company has found that corner office. On CNBC's "Mad Money" on Sept. 8, Murphy called Marvell "the Switzerland of this entire market." Why? It can work across different GPU and XPU platforms. In fact, I looked at the numbers, and it turns out Marvell has outperformed every major chip stock over the past year. It is up 239%, while Broadcom fell 1.65%, Nvidia gained 23.44%, and AMD surged 215.66%. The number validates that Murphy has actually been cooking, and it's not food. He claims he has been doing it quietly, for the better part of a decade. And the gem behind the rally?
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