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…
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 …
Marvell Technology (NASDAQ:MRVL) signed a commercial agreement with Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) to develop custom silicon for Google's TPU ecosystem, including custom accelerators, storage, n…
Broadcom (NASDAQ: AVGO) posted a record $22.2 billion quarter with AI silicon revenue of $10.8 billion, up 143% year over year, while Marvell Technology (NASDAQ: MRVL) reported $2.418 billion in reven…
Marvell Technology (NASDAQ: MRVL) has a 24/7 Wall St. price target of $288.12, implying 21.43% upside from its recent close of $237.27, with a buy recommendation and 90% confidence. The company report…
Andreessen Horowitz and Menlo Ventures are poised to make nearly $2 billion combined from Stripe's potential acquisition of AI model marketplace OpenRouter for more than $8 billion, according to peopl…
Menlo Ventures partner Matt Murphy says AI startups must focus on building platforms, not just models, citing Anthropic's leap to a $47 billion revenue run rate by May from $9 billion in 2025 as unpre…
AI startup valuations are skyrocketing, but finding the next Anthropic—now valued at $1.2 trillion after Menlo Ventures' 2023 bet at a $4.1 billion valuation—will get harder as easy entry and new inve…
Venture capital investing in AI startups is becoming more difficult due to lower barriers to entry, increased competition from new money, and FOMO-driven bidding, according to a Business Insider analy…
Menlo Ventures' early $1 billion stake in Anthropic is now worth an estimated $14 billion as the AI startup prepares to go public, according to sources familiar with the matter. Partner Matt Murphy in…
Anthropic has reached a $1.2 trillion valuation on secondary markets, driven by a 550% year-over-year increase and scarcity of shares, making it the most coveted company in venture secondary market hi…
Menlo Ventures raised $3 billion, its largest fund in 50 years, fueled by a single bet on Anthropic now worth about $14 billion. The firm split the capital into early-stage and growth funds to back AI…
Marvell Technology raised its fiscal 2027 revenue guidance to $11.5 billion and fiscal 2028 outlook to $16.5 billion, citing exceptional AI-related demand across its custom chip and networking solutio…