Marvell is the second-source custom silicon partner of choice for hyperscalers building Nvidia alternatives. AWS Trainium, Microsoft Maia, and Google TPU optical interconnect content is ramping aggressively into 2026. Data center revenue mix now exceeds 70% as legacy storage/networking shrinks. PAM4 DSP leadership in 1.6T optical positions Marvell as picks-and-shovels for AI scale-out.
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