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Price · 1Y
$194.23
Thesis
Marvell supplies the optical interconnect and custom-silicon building blocks that stitch large AI clusters together. Its custom-ASIC business gives it a stake in hyperscaler in-house accelerator programs.
Catalysts
- Custom-silicon design wins ramping to production
- Data-center interconnect and optical attach growth
- Next-generation electro-optics transitions
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.