Marvell Sees $15B–$16B Data-Center Growth on AI Networking and Optics
Marvell executives at Citi’s Global TMT Conference highlighted an expanding role in AI data-center infrastructure, citing networking, optical connectivity, custom silicon, and supply-chain-backed capacity expansion. The company reported about $2.2B in data-center revenue in 2023 and is targeting $15B to $16B next year, with switching and near-/co-packaged optics driving a higher outlook.