Marvell Technology
Designs custom AI chips for large cloud customers, and the optical chips that link data centres.
- Revenue
- $2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%
- Growth
- Data centre revenue $1.49B, up 69% on a year earlier
- Based in
- Santa Clara, US
- Founded
- 1995
- Listed
- Public (MRVL)
It has 18 custom AI chip design wins in production or ramp, and a pipeline it values at $75B over the life of the products.
Its custom chip work depends on a handful of cloud customers making their own design choices.
Money coming in
Who pays Marvell Technology, and for what.
No customers of Marvell Technology mapped yet.
Money going out
Who Marvell Technology pays to do what it does.
No suppliers of Marvell Technology mapped yet.
Where it sits on the map
Competitors and neighbours
Designs the GPUs that train and run most big AI models, and the CUDA software they run on.
$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total
Open profileMakes ChatGPT, the assistant most people use, and sells its models to businesses through an API.
About $13B revenue in 2025, against about $34B of costs (reported)
Open profileMakes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileDesigns its own Trainium AI chips and rents them out through AWS.
5% of AI chip supply (Epoch AI)
Open profileDesigns custom AI chips for big clouds and AI labs, and the networking chips that link them.
AI chip revenue $16.7B in a quarter, up 221%
Open profileMakes fast inference chips for running models, built around its own LPU design.
$3.5B in a 2026 round that followed its Nvidia licensing deal
Open profileMakes very large single-chip AI systems built for fast answers from models.
$510M in 2025, with $87.9M net income
Open profileLicenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.
$4.92B for the year to March 2026, a record
Open profileSells chip-design software and design blocks used to build AI and other chips.
$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B
Open profileSources: convergedigest.com, investor.marvell.com
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