Futurum has published 3 analyst insights on Marvell since 2026, most recently September 22, 2026.
3 results
Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028 co-packaged optics ramp.
Brendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom.
Brendan Burke, Research Director at Futurum, shares insights on Marvell’s FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon category.