Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.
On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with Mircon’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.
Futurum’s Ron Westfall explores why Marvell’s acquisition of Tanzanite locks in Tanzanite’s Compute Express Link (CXL) technology and expertise that further bolsters Marvell’s CXL platform for cloud data centers. The deal follows on Marvell’s string of successful M&A deals, such as the Innovium and Inphi acquisitions, demonstrating its organization-wide ability to effectively use acquisitions to broaden its addressable market and boost overall competitiveness throughout key markets such as the cloud-optimized silicon market segment.
