Core Insights - Marvell Technology (MRVL) is enhancing its position in AI infrastructure by expanding its custom chip capabilities, integrating new components to improve performance and scalability across large-scale systems [1][6] Financial Performance - In Q1 FY26, Marvell reported record Data Center revenues of $1.44 billion, representing a 76% increase year over year, driven by the rapid scaling of custom AI silicon [2][10] - Marvell's forward price-to-sales ratio is 7.36X, which is lower than the industry average of 8.15X [13] Strategic Developments - Marvell partnered with NVIDIA in May 2025 to offer NVLink Fusion technology, enhancing the flexibility of its custom cloud platform silicon for next-generation AI infrastructure [3] - The introduction of a new multi-die packaging solution based on proprietary interposer technology aims to improve die-to-die interconnect efficiency, reduce power consumption, and lower product costs [4] - Marvell launched the Ultra Accelerator Link (UALink) scale-up solution, providing an open-standards-based interconnect platform that enhances compute utilization and reduces latency [5] Competitive Landscape - Advanced Micro Devices (AMD) is advancing its AI solutions through the acquisition of ZT Systems, which will reduce deployment time for hyperscalers [7] - Broadcom (AVGO) reported a 170% year-over-year increase in AI networking revenues, now comprising 40% of its total AI semiconductor revenues, and introduced the Tomahawk 6 switch to enhance AI cluster performance [8] Market Outlook - The Zacks Consensus Estimate for Marvell's fiscal 2026 and fiscal 2027 earnings indicates year-over-year growth of 77.71% and 27.73%, respectively, with recent upward revisions in earnings estimates [16]

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Rivian Automotive, Inc. RIVN is better than Lucid Group, Inc. LCID.Supporting his view, Lucid, on May 6, reported first-quarter revenue of $235.05 million, missing analyst estimates of $250 million, according to Benzinga Pro.Marvell Technology, Inc. MRVL is “right to be bought here,” Cramer said.As per the recent news, Marvell announced on Monday that it would collaborate with Nvidia Corp NVDA to offer Nvidia NVLink Fusion technology to customers employ ...

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