Google in Talks with Marvell to Develop New AI Chips for Faster Inference
Google is in talks with Marvell Technology to develop a new memory processing unit and an inference-optimized TPU to power its AI models more efficiently.
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Marvell and Texas Instruments Just Got Upgraded by Wall Street
Marvell upgraded to Overweight ($150) on booming optical growth; Texas Instruments Buy ($250) as analog chip demand rises.
Marvell Shares Surge as NVIDIA Announces $2B Investment and Strategic Partnership
Marvell stock jumped after Nvidia announced plans for a $2B investment and partnership to boost AI, chips, and telecom tech, continuing a run of similar bets.
Marvell Technology Jumps as AI Bookings 'On Fire' Boost Q1 Forecast
Marvell Technology beats Q4 estimates slightly and issues upbeat Q1 outlook of $2.4B revenue, topping expectations. AI demand fuels surge as shares rise up to 10% after hours.
Microsoft Launches New Maia 200 AI Chips, Easing Nvidia Reliance
Microsoft unveils its second-gen Maia 200 AI chips to power GPT-5.2 and Copilot, benefiting partners Marvell and Arista Networks.
Citi Turns Bullish on Marvell Ahead of CES
Citi sees Marvell’s post-earnings dip as a buying chance, driven by AI data centers and strong growth outlook for 2026–2027.