Will Customer Defections Crumble Marvell Technology’s AI Empire?

This segment has been the engine of Marvell's revival, surging over 80% year-over-year in its latest quarter amid the AI boom. Losing even one major account could slash growth projections by double digits, forcing reliance on smaller wins or enterprise storage, which lag in margins and scale. Dropping two, such as Amazon and Microsoft, could trigger a devastating revenue cliff, echoing the cyclical slumps that plagued Marvell before AI.Marvell doesn't disclose precise revenue splits by individual clients, a ...