Marvell Technology is a semiconductor company focused on data-center networking silicon and custom ASICs. Recent coverage reported that it is in advanced talks to acquire optics maker Lumentum, launched its second-generation Structera X memory expander at the OCP Summit, and raised its fiscal 2027 revenue outlook to $12B and fiscal 2028 to $18B. Stories also noted a $2B investment from Nvidia and record fiscal 2026 revenue of $8.2B.
Marvell in Advanced Talks to Buy Lumentum in AI PushMarvell Technology is in advanced talks to acquire data-center optics maker Lumentum, according to people familiar with the matter, a potential megadeal amid the AI scale-up race. The amount is undisclosed.
Marvell unveils second-gen Structera X amid stock slumpAmid an 11% weekly drop in the Philadelphia Semiconductor Index and a nearly 17% fall in Marvell's stock, Marvell launched its second-generation Structera X memory expander at the OCP Summit. The chip adds up to 6TB of DDR5 memory per server, shares it across four hosts, and the company says it cuts time to first token by 40%-50%. The first generation is already shipping.
Marvell Touted as Biggest AI Chip Winner in 2027Marvell Technology could become a major AI chip winner in 2027 through custom silicon and high-speed connectivity, per Motley Fool. It projects a nearly $400B TAM by 2030, and Nvidia invested $2B in the company.
Intel vs. Marvell: comparing AI revenue trendsThe article compares Intel and Marvell revenue trends. Intel spans CPUs, GPUs, AI server products and foundry services, recently pricing an upsized $20B stock offering and partnering with Applied Materials. Marvell focuses on data-center networking silicon and custom ASICs, expanded its multiyear Alphabet partnership and launched rack-scale memory infrastructure.
Marvell investor day may bring raised guidanceAfter Micron's strong results, attention turns to AI chip stock Marvell's Oct. 6 Investor Day. Marvell makes custom AI processors and networking chips and has raised its fiscal 2027 revenue outlook to $12B and fiscal 2028 to $18B. Counterpoint estimates custom AI processor shipments will triple between 2024 and 2027.
Prediction: Nvidia-backed AI stock Marvell could 10X by 2033The Motley Fool predicts Nvidia-backed Marvell Technology could 10X by 2033. Its fiscal 2026 revenue hit a record $8.2B, up 41% year over year, with data center revenue up 46% to $6.1B, driven by custom silicon demand.
Marvell vs. Broadcom Revenue Trendsfinance.yahoo.com compares revenue trends for Marvell Technology and Broadcom, helping readers understand revenue differences and trends between these AI-related chipmakers.
The A.I. Daily