Key Takeaways MRVL projects Q2 revenues to be $2B ( /-5%), up 57.4% year over year and 5.5% sequentially. Custom AI silicon is now the largest driver of MRVL's fast-growing data center revenues. MRVL ramps investments in 2.5D packaging and custom ASICs to scale AI chip production.Marvell Technology (MRVL) delivered approximately $1.9 billion in revenues for the first quarter of fiscal 2026, up 63% year over year, driven by explosive growth in its Data Center end market. Management now forecasts its second ...

Key Takeaways MRVL's data center unit jumped 76% Y/Y in Q1 FY26, led by strong custom AI silicon and optics demand. Partnership with NVIDIA and new 2.5D packaging platform fuel MRVL's AI XPU scalability and cost control.Marvell Technology’s (MRVL) custom AI silicon chips are experiencing massive traction among hyperscalers, which is evident in the high-growth rate of Data Center end-market revenues. The custom AI silicon chips mainly account for Marvell’s custom AI XPUs and electro-optics solutions.Marvell ...