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.
11 matches for “Nvidia”; 5 quoted, at least 25 words apart.
…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…
…in this ecosystem is the recently announced strategic partnership and expansion with NVIDIA. And as part of this announcement that we made a few months…
is identical. Their networking technology can leverage a lot of NVIDIA stack. Um the CPU could be Vera and yet it could leverage a lot…
…have and the ability and the need to interoperate and work together. It seems like the time is now between Marvell and NVIDIA to really
…You know, ultimately I do think that if you buy nothing but NVIDIA, it's okay. Okay. I mean, if but if you absolutely must uh…
Where the listed words were said
…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.
…our WiFi business. Again we were focusing, but we acquired Avera to establish our custom silicon business, and then Aquantia to bolster our connectivity portfolio.
…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.
…so as well which is the reason why your customers and mine NVIDIA is in AWS, Marvell's in AWS, NVIDIA is in all of the…
…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.
Agents: this page as TSV at /api/v1/appearances/matt-murphy:2026-06-01:keynote · words: /api/v1/brief?appearance=matt-murphy:2026-06-01:keynote · columnar JSON in #parrot-data · llms.txt · MCP