finance.yahoo.com

Marvell Bets on Microsoft, AWS, and Google to Power Its Next Growth Wave

Marvell Technology logoMarvell Technology
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Microsoft logoMicrosoft
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Amazon logoAmazon
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Alphabet (Google) logoAlphabet (Google)
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Rosenblatt and Susquehanna cited momentum in Marvell’s optical interconnects and AI networking, including robust demand for AWS Trainium and Marvell’s new agreement with Google. They also pointed to wider read-throughs across data center interconnects and custom silicon used in hyperscaler AI buildouts, alongside an earnings-power view reaching $10.50 by FY2029.

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