Marvell designs the custom accelerators, optics and switching silicon that wire AI clouds together, and that business has crowded out everything else it sells. In the quarter to 2 May 2026, data centre revenue of $1.83 billion out of $2.42 billion total came to 76% of Marvell's revenue
Marvell Technology, Inc. reported its financial results for the first quarter of fiscal year 2027, which ended on May 2, 2026. During this quarter, the company's data center revenue was $1.83 billion, contributing 76% to its total net revenue of $2.42 billion. This represents a 27% year-over-year increase in data center revenue.
Verified 2026-08-15
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Marvell now depends mostly on data centres, tying its business closely to AI cloud spending.
- Price
- $154.84
- 30D
- -35.02%
- AI share of revenue
- 79%
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