12/13/2024, 06:02 AM UTC
Marvell Technology：AI增长首选股Marvell Technology: Top Pick For AI Growth
1、Marvell Technology在2025年第三季度数据中心增长迅猛，AI需求推动增长98%；2、2025年第三季度的一次重大重组使Marvell专注于数据中心产品，以增强运营杠杆和盈利能力；3、Marvell与AWS的战略合作以及定制AI硅光产品的进步预计将在eFY26推动显著增长。1. Marvell Technology's data center growth surged in Q3'25, with a 98% increase driven by AI demand; 2. A major restructuring in Q3'25 refocused Marvell on data center products to enhance operational leverage and profitability; 3. Marvell's strategic partnership with AWS and advancements in custom AI silicon and optical products are expected to drive significant growth in eFY26.---
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