DafinchiWe are engaged in multiple deep discussions with Tier 1 customers across our scale-up switch portfolio, with each engagement representing a multibillion-dollar lifetime revenue opportunity given the expected size of the scale-up TAM.
MRVL2027 Q2Technology
3w
Marvell Technology, Inc. 2027 Q2: AI-driven Data Center connectivity ramp across scale-out, scale-across, and scale-up
AI-driven Data Center connectivity ramp across scale-out, scale-across, and scale-up
- Data Center Q2 revenue was $2.17B, up 18% sequentially and 46% year-over-year, with acceleration from Q1.
- For fiscal Q3, management forecast data center revenue to grow more than 20% sequentially and roughly 75% year-over-year.
- Management linked connectivity demand to AI performance, emphasizing robust interconnect and switching demand for scale-out applications.
- CEO described a shift toward hyperscalers building larger AI clusters spanning multiple data centers, increasing aggregate bandwidth needs for scale across networks.
- Management discussed projection that aggregate bandwidth requirements for scale across networks are more than 10x current front-end DCI networks.