“Marvell delivered record second-quarter fiscal 2027 revenue of $2.739 billion, up 37% year over year, driven by continued strong demand across our Data Center portfolio, where revenue growth accelerated to 46% year over year.

Data center growth is accelerating: Murphy's segment is now outrunning the company's overall pace, evidence AI infrastructure budgets are spreading past the biggest chipmakers. For a $211.7 billion company still treated as a second-tier custom silicon play, that gap matters.

“We are seeing broad-based strength across our Data Center portfolio, including strong demand in Connectivity and a significant acceleration in our Custom business beginning in the second half of fiscal 2027. We look forward to showcasing these growth drivers and sharing Marvell's long-term strategy for enabling the continued expansion of AI infrastructure at our Investor Day on October 6th, 2026.

Murphy just put a date on the custom silicon ramp: the second half of fiscal 2027, with the full roadmap due at the October 6 Investor Day. For a $211.7 billion chipmaker whose bull case rests on winning custom AI accelerator sockets, that timeline is the thing to hold management to.