News
Marvell Q1 FY2027: Record Revenue on Custom AI Silicon, Nvidia Calls It a Future Trillion-Dollar Company
Marvell posted record fiscal Q1 2027 revenue of $2.42 billion (+28% YoY) on surging custom AI XPU demand, beat on non-GAAP EPS, guided Q2 higher, and expanded its Nvidia collaboration on custom silicon and optics. We break down how Marvell fits alongside Broadcom in the custom-ASIC side of the AI capex story.
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