# Marvell (MRVL) has seen a rise of over 70% in the past month.

*semiconductor · news · 2026-04-23 · Forbes*

## Key points

- Nvidia invested $2 billion in Marvell, making Marvell integral to Nvidia's NVLink Fusion ecosystem.
- Marvell's optical interconnect business is forecasted to grow over 50% in Fiscal 2027.
- Alphabet is in advanced talks with Marvell to co-develop a Memory Processing Unit and new TPU.
- Marvell has 18 multi-year AI design wins with cloud providers amid $600 billion AI investments for 2026.
- Marvell's position as a secondary vendor grants it new pricing power versus Broadcom in AI ASICs.

**Companies:** Nvidia, Marvell, Broadcom
**Countries:** United States

[Read the full story on Forbes](https://www.forbes.com/sites/greatspeculations/2026/04/23/is-marvell-stock-a-buy-at-40x-pe-following-nvidia-google-deals/)

---

Canonical: https://newsio.io/n/fd462ac9-4ca2-404b-a641-6bbd9c807085/marvell-mrvl-has-seen-a-rise-of-over-70-in-the-past-month-the-semiconductor-firm
Summarized by Newsio from Forbes. https://newsio.io/how-it-works