According to CoinMeta, the data center revenue of AMD has doubled to $6.72 billion, while 76% of Marvell's quarterly revenue of $2.4 billion comes from its AI infrastructure. AMD has risen by 142% since the beginning of the year, and Marvell has increased by 157%, far exceeding NVIDIA's 14% and Broadcom's 21%. AMD's Q2 revenue reached $11.54 billion, a year-on-year increase of 50.11%, with the data center department generating $6.72 billion in revenue, turning from a loss of $2.1 billion last year. Marvell's Q1 revenue was $2.418 billion, of which $1.83 billion came from data centers. Analysts pointed out that Marvell performed exceptionally well in AI related orders. Investors should pay attention to the future performance of AMD and Marvell.