AI data centers keep scaling, yet the connections between thousands of GPUs remain a stubborn bottleneck.
Investors are fixated on the AI computing competition, concentrating on which companies will capture market share. They are particularly focused on Nvidia (NVDA), AMD, and the hyperscalers who are developing their proprietary chips.
Nvidia will take a stake in Marvell as part of a collaboration which will allow customers to use components from both companies.
Marvell stock pops 11% as Nvidia takes $2 billion stake, continuing run of similar bets
Marvell Technology transitions from an AI infrastructure idea to a leading play on tangible AI capacity buildout, supported by accelerating revenue and record bookings. MRVL delivered a record $8.195 billion in revenue, up 42% y/y, and guides for revenue to approach $11 billion, with data center revenue growing ~40% y/y. Design wins and bookings are at all-time highs, with Q1 2027 revenue guided to $2.4 billion at the midpoint, indicating strong forward visibility.
The OpenClaw chatbot is more than just a social media phenom. It's a good omen for Marvell Technology, one Wall Streter said.
Marvell Technology's data center revenues hit $6.1B, fueled by AI demand and strong growth in silicon and interconnect business.
Recently, Zacks.com users have been paying close attention to Marvell (MRVL). This makes it worthwhile to examine what the stock has in store.
Marvell Technology, Inc. is rated Buy, driven by robust data center growth and strategic acquisitions enhancing its networking and photonics portfolio. MRVL's FY27 and FY28 revenue guidance was raised to $11B and $15B, respectively, with a 35% CAGR, led by custom ASICs and interconnect solutions. Celestial AI and XConn acquisitions position MRVL to capitalize on optical and hybrid PCIe/CXL chip markets, targeting hyperscaler demand and reducing reliance on NVDA.
MRVL boosts its connectivity portfolio with new AI-driven solutions, strong data center growth and ambitious interconnect forecasts despite rising competition.
Explore Marvell's (MRVL) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Marvell Technology, Inc. generated $8.2B revenue in FY2026, up 42%, with data center revenue exceeding $6B and representing 74% of total. Custom silicon reached $1.5B in FY2026 expected to grow in FY2027 and potentially double in FY2028 with new hyperscaler programs. Interconnect revenue is projected to grow over 50% in FY2027, with switch revenue exceeding $600M and AEC/retimers doubling.