Marvell Technology’s AI XPU offerings see strong demand from hyperscalers and data centers, with Q3 revenues hitting $1.52 billion, up 37.8% YoY. Custom silicon business expected to contribute 25% of data center revenues and grow 20% next year, with 18 XPU design wins already in production.

Marvell Technology’s custom silicon strategy includes full custom XPU programs, chiplets integrated in XPU packages, and advanced processes like 112G SerDes. Competitors Broadcom and AMD also offer custom solutions, but Marvell’s partnership with NVIDIA gives it an edge in the AI acceleration space.

Marvell Technology’s stock has gained 13.1% in the past 6 months, trading at a lower P/S ratio than the industry average. Estimates show strong earnings growth for fiscal 2026 and 2027, with a Zacks Rank #2 (Buy) for MRVL. The company is poised for further success in the custom silicon market.

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Read more at Nasdaq: MRVL’s Custom Silicon Business Scales Up: What’s Coming Next?