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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 29, 2026 · US · Source: Google News
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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.

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Marvell raises FY27 revenue forecast to… · Slicast