semiconductor / news / / Forbes
Marvell (MRVL) has seen a rise of over 70% in the past month.
Nvidia invested $2 billion in Marvell, making Marvell integral to Nvidia's NVLink Fusion ecosystem.
KEY POINTS
- 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
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