Marvell's AI Bet: Will NVLink and UALink Drive Custom Chip Wins?

Key Takeaways MRVL posted record $1.44B data center revenues in Q1 FY26, up 76% YoY on custom AI silicon demand. NVIDIA NVLink Fusion support boosts MRVL's custom chip flexibility for next-gen AI infrastructure. MRVL launched UALink and multi-die packaging to enhance performance and scale in rack-level AI systems.Marvell Technology (MRVL) is enhancing its role in artificial intelligence (AI) infrastructure by expanding its custom chip capabilities. Marvell continues to integrate its custom compute platfor ...