Marvell Technology Inc specializes in creating advanced semiconductor solutions for data infrastructure, focusing on transforming data center operations and enhancing network edge capabilities. With a strong emphasis on System-on-a-Chip architectures that blend analog, mixed-signal, and digital signal processing, Marvell offers a wide array of products. These include Ethernet solutions, processors, custom integrated circuits, and cutting-edge electro-optical products. Founded in 1995 and based in Wilmington, Delaware, Marvell operates globally, contributing to the evolution of data handling and storage across various industries.
Nearly two years in Eric Bleeker's AI Portfolio turned $1,000 into roughly $2,686, with the custom ASIC and optical interconnect cycle still running. The position has round-tripped from up 237% to up 86% along the way, so patience did the heavy lifting.
A single $44 million bet on Micron calls expiring October 2 is the tell: someone is positioning for a violent upside move in memory and semis within two weeks.
"Someone" just bought a boatload of short data (October2) calls Intel 115 $3.8 m; Marvell 250sm $3.8 million; Sandisk 1600s $41 million, Micron $1000s $44 million. If i didn't know any better I would say Leopold is back!!!
Management raised its revenue outlook for both fiscal 2027 and fiscal 2028, guiding next quarter to $3.15 billion as data center revenue jumped 46% year over year and now makes up 79% of the business. An expanded custom silicon deal with Google, including a warrant for up to 7% of shares tied to revenue milestones, ties the AI infrastructure story to a hyperscaler for years.
AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027. Given this strength, we are again raising our revenue outlook for both fiscal 2027 and fiscal 2028 compared with the guidance we provided last quarter.
Second straight quarter Marvell has lifted its revenue outlook, and this time the raise covers both fiscal 2027 and fiscal 2028 on custom AI silicon bookings. Guidance that far out moving twice in a row is the signal to track here.
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.
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