Matt Murphy: Marvell Technology Keynote, Jun 1, 2026
At the keynote on Jun 1, 2026, Matt Murphy said 7 of the 13 words Kalshi listed; Parrot’s count agreed with 12 of 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 7 settled yes · our count agreed on 12 of 13- Kalshi: named speaker only
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Data Center | Yes | 40 | 40 | ✓ | –new new word, no probability yet | – |
| Silicon | Yes | 12 | 12 | ✓ | –new new word, no probability yet | – |
| Taiwan | Yes | 12 | 12 | ✓ | –new new word, no probability yet | – |
| Nvidia | Yes | 11 | 11 | ✓ | –new new word, no probability yet | – |
| AWS / Amazon | Yes | 3 | 3 | ✓ | –new new word, no probability yet | – |
| Hyperscaler | Yes | 2 | 2 | ✓ | –new new word, no probability yet | – |
| Microsoft | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Inference | No | 2 | 2 | ✗ | –new new word, no probability yet | – |
| Anthropic / Claude | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| China / Chinese | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Gemini | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| OpenAI / ChatGPT | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Robot / Robotic / Robotics | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 23:45 UTC.
Transcript
quotes of at most 25 wordsCaptions · machine-attributed · Marvell Technology (YouTube) · Source · Quotes of at most 25 words; the full recording is on the publisher's official channel.
40 matches for “Data Center”; 5 quoted, at least 25 words apart.
…major technology trend. First, PCs. Then notebooks, digital cameras, smartphones, and eventually, data center. I watched wave after wave of technology reshape the whole industry.
…than 10 percent of our revenue 10 years ago was coming from data center. That’s it. A couple hundred million bucks. But more than 60…
…Inphi for 10 billion dollars. It was our largest acquisition to date, and we got world-class data center connectivity technology into the company through that.
This is our high-speed connectivity portfolio. And when you look at Marvell’s data center business today, the vast majority of our revenue actually comes from…
when we started this journey, data center represented less than 10% of our overall revenue. Last quarter, it was over 75%, and growing rapidly. This…
Where the listed words were said
…bandwidth and lower latency. And as workloads no longer fit within one data center, they need to build larger data centers… full campuses of data…
…Rubin inside some of your semi-custom chips, a lot of your interconnect silicon photonics and optics and technology such and we can create essentially a…
…Matt Murphy. Good morning. It’s great to be here to kick off day one at Computex. And it’s great to be back here in Taiwan.
…compute. The industry needed dramatically more compute capability to enable modern AI. NVIDIA did an incredible job leading that revolution, and along the way became…
…then it was still the same ones as today, companies like Google, Amazon, Microsoft, Meta. And more specifically, from the semiconductor technologies required to move,…
…built a best-in-class custom compute platform, working in deep partnership with the world’s leading hyperscalers, and that business has been doing very well for us.
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