Marvell Technology Positioned for Growth in AI Infrastructure with Custom ASICs and Photonic Solutions
DATA AND AI INFRASTRUCTURE
Marvell Technology is poised for significant growth in the AI infrastructure market, focusing on custom ASICs and optical interconnects, with projected revenues of $1.8 billion and up to $3 billion, respectively, by 2027. Despite being undervalued compared to competitors, the company anticipates annual revenue growth of 25% to 40% in its data center operations by 2028, supported by a recent share buyback program. Marvell's strategic developments position it to capitalize on the increasing demand for AI-driven connectivity solutions.

Jan 16, 2026, 6:06 AM