Adobe's CFO heading to Marvell reads like a (https://www.marketwatch.com/story/adobes-cfo-is-departing-for-marvell-and-its-one-more-reason-for-investors-to-choose-chips-over-software-336b9e16?mod=mw_rss_topstories), but it's actually much darker. It signals that capital allocation inside Big Tech has fundamentally shifted—executives are voting with their feet for *sustained* chip demand over software margin expansion.

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