Google’s Next AI Chip Is Running Late. Why Marvell May Be Fine

Google's next TPU chip is reportedly facing delays. Still, GF Securities believes Marvell Technology Inc. (NASDAQ:MRVL) remains well-positioned in Google's chip supply chain over the medium and long term. How should investors interpret the delay for Marvell's stock? If you're weighing MRVL's AI growth potential against short-term uncertainty, these 11 AI stocks are worth a closer look,with Marvell securing the No. 7 spot.Google's Next AI Chip Is Running Late. Why GF Says Marvell Still Looks Well Positioned A Delay, Not a Demand Problem GF Securities says one part of Google's TPU v9 design has slipped by about three weeks, likely due to a redesign. That small delay pushes the timeline back by about a quarter.