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Marvell raises FY27 revenue forecast to $11.5B, driven by AI custom silicon and optical interconnect growth.
Broadcom and Marvell capturing AI interconnect/optical stack as competitors to NVIDIA end-to-end platform; optical margins validate long-term infrastructure TAM.
Trade pressSlicast · June 28, 2026 at 10:20 UTC · US · Source: Pluang
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