Marvell: The Real Interesting AI Investment
Summary
Marvell is well positioned for AI growth, leading with custom ASICs as hyperscalers shift from generic GPUs to tailored ...
Marvell is well positioned for AI growth, leading with custom ASICs as hyperscalers shift from generic GPUs to tailored silicon solutions. Despite a post-earnings selloff, Marvell delivered record revenue, strong YoY growth, and maintains a low valuation at ~20x non-GAAP P/E. The company's datacenter and enterprise networking segments are thriving, and the lucrative auto business divestiture highlights the strength of its technology portfolio.