The Chip Company Betting Big on Indian Engineers
While I was having dinner few mins back, read this news. Marvell, the American chip company just said they are investing $250 million into India. Bengaluru, Hyderabad, engineering teams, the whole thing. They have actually been here 20 years already. India is already their second biggest R&D base in the world. Hmmm.... good to know this.
They don't look like small guys. Their chips runs inside Amazon's data centres, Microsoft's cloud. You don't see the name, but the infrastructure you use every day it runs on what they build.
What caught my attention is this is not charity or goodwill. Companies do not write $250 million cheques for optics. They go where the talent is good and the long-term story makes sense. And that's the reason perhaps they have picked India again.
For us as investors, the way I see it when global tech money starts anchoring itself here, it results in more jobs, more exports, deeper ecosystem. These things take time to show up in markets, but the wave could be visible.
Anyways thought of sharing, I find it's something worth knowing.
Rahul Karandikar
After two decades in technology, Rahul now works with individuals and families who want to think about money with clarity, patience, and a long-term perspective.
