Marvell Technology demonstrated what it calls the industry's first 2nm 400G-per-lane optical PAM4 solution at ECOC 2026, held September 20-24 in Málaga, Spain, supporting the move from 1.6 terabit to …
GlobalFoundries and Marvell Technology are expanding their silicon photonics collaboration to target next-generation optical interconnects for AI data centers, aiming for 400G-per-lane optics with pow…
Google's custom-silicon agreement with Marvell Technology extends beyond its tensor processing units to include AI inference accelerators, storage controllers, network interface controllers, memory-in…
Federal prosecutors are asking a judge to sentence Linwei “Leon” Ding, a former Google engineer convicted by a jury in January of stealing artificial intelligence trade secrets, to five years in priso…
Intuit Inc. shares plunged as much as 12% to about $315 despite beating fiscal fourth-quarter estimates with adjusted earnings of $4.03 per share and revenue of $4.35 billion, up 14% year over year, b…
Marvell Technology Inc. (NASDAQ: MRVL) closed Tuesday, August 25, at $240.38, up 4.84%, after a month-long rally of 27% driven by an expanded custom chip agreement with Google, which includes a warran…
Nvidia Corp. has warned its largest customers that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb, according to a repo…
Nokia's chief technology officer Pallavi Mahajan said the company's $1 billion investment from Nvidia will enable GPU-based radio access network (RAN) software that can run compute-intensive machine-l…
Marvell Technology Inc. stock fell 4% to $228.31 on August 24, 2026, ahead of its August 27 fiscal Q2 2027 earnings report, while Broadcom Inc. slipped 2% to $360.49, dragging the iShares Semiconducto…
Marvell Technology Inc. (NASDAQ: MRVL) reported fiscal 2026 revenue of $8.195 billion, up 42.09% year over year, and non-GAAP EPS of $2.84, up 81%, with data center revenue accounting for 76% of Q1 FY…
Qualcomm's shares are down 5.06% year to date, but 24/7 Wall St. sets a $226.05 price target, implying 41.14% upside, citing a diversified semiconductor platform and a data center push. CEO Cristiano …
Marvell Technology (NASDAQ: MRVL) heads into its August 27, 2026 fiscal Q2 2027 earnings report with a favorable setup, as CEO Matt Murphy has already raised revenue guidance for fiscal 2027 and 2028,…
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of …
Nvidia faces rising competition in the AI data center processor market as AMD, Google, Cerebras, Amazon, Meta, and Microsoft invest in alternatives, with AMD securing 6 GW deployment commitments each …
Marvell Technology disclosed an expanded custom silicon partnership with Alphabet's Google covering AI inference accelerators, storage, networking, memory interface controllers, and near-memory comput…
Nvidia is set to report Q2 FY2027 earnings on Wednesday, August 26, with Wall Street expecting EPS of $2.07, following record Q4 FY2026 revenue of $68.1 billion, a 73% year-over-year increase. Marvell…
Nvidia CEO Jensen Huang called Marvell Technology the next trillion-dollar company at Computex on June 2, and Marvell's stock surged 25-33% following the endorsement. On July 29, Marvell signed a stra…
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, w…
Marvell Technology signed a commercial agreement with Google on July 29, 2026, to develop custom silicon for data center and AI workloads, a deal structured around warrants and up to $120 billion in c…
Marvell Technology announced an expanded partnership with Google on July 29 to co-develop custom silicon products for Google's Tensor Processing Unit ecosystem, including AI inference accelerators, st…