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MRVL's Custom Silicon Business Scales Up: What's Coming Next?
ZACKS· 2026-01-02 15:01
Key Takeaways Marvell Technology posted $1.52B data center revenues in Q3 FY26, rising 37.8% year over year.MRVL's custom silicon to deliver about one fourth of data center revenues and grow 20% next year.MRVL unveiled 18 XPU and attach design wins feeding a pipeline over 10% of a $75B funnel.Marvell Technology's (MRVL) AI XPU offerings are experiencing massive traction among hyperscalers, AI data centers and high-performance computing workloads. In the third quarter of fiscal 2026, Marvell Technology’s dat ...