
Marvell Technology: A Core Supplier Of AI Infrastructure.
Marvell Technology is a core AI infrastructure supplier, benefiting from accelerating custom AI silicon and data center interconnect traction. MRVL's custom chip wins and Celestial AI acquisition position it to capture new TAM in scale-up interconnect, with meaningful revenue expected by H2 2028. MRVL trades at an FWD non-GAAP PEG of 0.71x and 27x P/E, reflecting a growth-adjusted discount versus peers despite 21% expected revenue growth.







