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Marvell is likely to increase its fiscal 2029 AI revenue estimate by at least $2 billion due to a major Google deal, per RBC.
Marvell's Google contract—a major hyperscaler commitment—validates third-party AI interconnect and accelerator vendors against NVIDIA's dominance.
NewswireSlicast · September 28, 2026 at 15:51 UTC · US · Source: Yahoo Finance
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