Is MRVL's AI Strategy the Key to Data Center Revenue Growth?

Key Takeaways Marvell Technology's (MRVL) Data Center segmental revenues have been growing at a rapid pace for the past six quarters. In the first quarter of fiscal 2026, MRVL's Data Center revenues increased 76.5% year over year to $1.44 billion. The upside can be attributed to high traction in custom AI XPUs, modular packaging tech and Optics offerings. Marvell Technology's custom AI silicon chips mainly account for MRVL's custom AI XPUs and electro-optics are experiencing massive traction among hyperscal ...