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An analyst highlighted that Marvell Technology's business extends well beyond its well-known custom chip design work, noting that supporting components and optical networking could represent a $30 billion opportunity for the company. The commentary points to a 'sticky' customer base as a key advantage for Marvell's broader semiconductor portfolio. The analysis adds to ongoing investor debate about how AI infrastructure buildout is benefiting chipmakers beyond the most obvious GPU suppliers, with optical networking and interconnect technology increasingly seen as a growth vector.