AI Index / Marvell Technology, Inc.
Marvell Technology, Inc. (MRVL)
Marvell Technology, a semiconductor company, utilizes AI in its custom silicon and data center solutions, particularly for AI and accelerated computing applications. The company collaborates with Tier 1 cloud providers to develop multi-generational custom silicon for AI workloads, and its electro-optics products support high-bandwidth connectivity essential for AI-driven data centers. Marvell’s AI initiatives are used for advancing performance and efficiency in data infrastructure for cloud computing.
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The data center end market continued to deliver strong growth, driven by robust AI demand.
- Matt Murphy
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Quotes from marvell Executives About Artificial Intelligence and Generative AI
These strong results, along with our second-quarter guidance, are being driven by the rapid scaling of our custom AI silicon programs to high-volume production, along with robust shipments of our electro-optics products for AI and cloud applications.
- Matt Murphy
Marvell's custom HBM compute architecture enhances XPUs by optimizing the IO interfaces between accelerator silicon and the memory embedded in the package. This enables AI custom compute accelerators with much more efficient integration of main memory, which can increase performance and reduce run times, resulting in increased utilization.
- Matt Murphy
Earlier this month, we announced two new additions to our custom platform. First, we announced the partnership with NVIDIA, adding their NVLink fusion technology to our expanding custom platform.
- Matt Murphy
At our AI Day last year, we also announced a significant design win for a custom AI XPU with another US hyperscaler.
- Matt Murphy
During the event, we will highlight our expertise in system and semiconductor design, our advanced process and package roadmap, and our comprehensive portfolio of semiconductor platform solutions and IP.
- Matt Murphy
In summary, in the first quarter of fiscal 2026, we continued to deliver operating margin expansion, earnings per share growth, and new revenue records. These results reflect strong contributions from our AI-driven data center end market.
- Matt Murphy
We continue to see strong tailwinds in AI, including robust capital expenditure plans from hyperscalers, an increasing number of sovereign data center announcements, and an emerging group of hyperscalers further expanding the market.
- Matt Murphy