Good morning

birdofprey - that's not how it works in this business.

Co-packaged optics (CPO)
Marvell Tech to acquire Innovium for $1.1 bln as it courts more cloud customers

Marvell Chief Executive Matt Murphy said the company's long-term plan is to integrate the Innovium and Inphi products to deepen its ties with cloud computing vendors, which are some of the largest spenders in the world on chips.

Microsoft, for example, had $24.2 billion in capital expenditures last year, much of it spent on data centers.

"If you just look at all the semiconductor end markets and where the biggest growth is going to come from over the next five to 10 years across the whole chip industry, it's just breathtaking if you look at the capital expenditure commitments these companies are making," Murphy said.

IMO - Love to heard that Sir !

https://www.reuters.com/technology/marvell-tech-acquire-innovium-11-bln-it-courts-more-cloud-customers-2021-08-03/

Cheers