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Marvell’s 37% revenue growth and stronger guidance continue to support the AI infrastructure buildout, while CrowdStrike’s 26% revenue growth, 51% increase in net new ARR to $333 million, and upgraded full-year outlook provide a clear example of what successful AI-driven monetization can look like. My view is that the next major divide will be between companies simply benefiting #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest