Key Takeaways Marvell's data center revenues surged 69.2% as demand for custom AI silicon and XPUs climbed sharply.NVIDIA's data center sales rose 56% to $41.1B, fueled by strong uptake of Hopper 200 and Blackwell GPUs.NVIDIA's China H20 chip deal could lift revenues and solidify its AI leadership as global demand accelerates.Marvell Technology (MRVL) and NVIDIA (NVDA) are two semiconductor stocks riding the artificial intelligence (AI) infrastructure wave. While Marvell Technology plays a key role in the c ...