AI EXPOSURE
Marvell
Custom silicon is how a hyperscaler avoids buying Nvidia, and most of that work runs through here. The concentration cuts both ways: a single programme moving is a large share of the business.
AllFactsAI holds a position in Marvell (MRVL), as at 16 October 2026.
79%
Data center revenue of $2,171.5m on $2,739.3m total net revenue; the company's Revenue by End Market table states data center as 79% of total
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