{"id":11651,"date":"2026-04-22T04:06:11","date_gmt":"2026-04-22T04:06:11","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/11651\/"},"modified":"2026-04-22T04:06:11","modified_gmt":"2026-04-22T04:06:11","slug":"why-marvell-technology-mrvl-is-up-13-1-after-reported-google-ai-chip-talks-and-whats-next","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/11651\/","title":{"rendered":"Why Marvell Technology (MRVL) Is Up 13.1% After Reported Google AI Chip Talks And What’s Next"},"content":{"rendered":"\n

In recent days, reports indicated that Alphabet\u2019s Google is in advanced talks with Marvell Technology to co-develop two custom AI chips, a memory processing unit to work alongside Google\u2019s tensor processing units and a new TPU tailored for inference workloads, potentially deepening Marvell\u2019s role in hyperscale data center infrastructure.<\/p>\n

This potential collaboration with Google, alongside existing relationships with other major cloud providers and Nvidia\u2019s ecosystem investment, highlights how central Marvell\u2019s custom silicon and networking capabilities have become to the buildout of large-scale AI infrastructure.<\/p>\n

We\u2019ll now examine how the potential Google custom-chip collaboration could reshape Marvell\u2019s AI-centric investment narrative and future growth profile.<\/p>\n

AI is about to change healthcare. These 34 stocks are working on everything from early diagnostics to drug discovery<\/a>. The best part – they are all under $10b in market cap – there’s still time to get in early.<\/p>\n

To own Marvell today, you have to believe its heavy tilt toward AI and cloud data centers will keep paying off, despite customer concentration and project lumpiness. The Google chip talks may reinforce the bull case around custom AI silicon, but they also underline the key near term swing factor and risk: how dependent Marvell has become on a small set of hyperscalers for growth, visibility, and large design wins.<\/p>\n

Here, the most relevant context is Marvell\u2019s US$2.0 billion preferred equity deal with NVIDIA in March, which tied Marvell into NVIDIA\u2019s AI factory roadmap and AI RAN ambitions. That alliance had already put custom XPUs and high speed networking at the center of the story; the potential Google collaboration now sits alongside it as another proof point for the AI data center catalyst, but it also amplifies concerns around hyperscaler exposure.<\/p>\n

Yet behind the excitement, investors should be aware that hyperscaler order cuts or insourcing could quickly change the picture…<\/p>\n

Read the full narrative on Marvell Technology (it’s free!)<\/a><\/p>\n

Marvell Technology’s narrative projects $12.1 billion revenue and $2.9 billion earnings by 2028. This requires 18.7% yearly revenue growth and a $3.0 billion earnings increase from -$103.4 million.<\/p>\n

Uncover how Marvell Technology’s forecasts yield a $118.93 fair value<\/a>, a 21% downside to its current price.<\/p>\n

\"MRVL<\/a> MRVL 1-Year Stock Price Chart <\/p>\n

Some of the most optimistic analysts were already modeling revenue of about US$21.2 billion and earnings of US$5.8 billion by 2029, so if you see the Google talks as confirming a powerful custom silicon and networking catalyst rather than just adding to concentration risk, you are embracing a much more optimistic view than consensus and should be prepared for how differently others might assess the same news.<\/p>\n

Explore 18 other fair value estimates on Marvell Technology<\/a> – why the stock might be worth less than half the current price!<\/p>\n

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.<\/p>\n

Every day counts. These free picks are already gaining attention. See them before the crowd does:<\/p>\n

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n

Companies discussed in this article include MRVL<\/a>.<\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"In recent days, reports indicated that Alphabet\u2019s Google is in advanced talks with Marvell Technology to co-develop two…\n","protected":false},"author":2,"featured_media":11652,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[24,407,8333,132,1429,586,3303],"class_list":{"0":"post-11651","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-google","8":"tag-ai","9":"tag-ai-infrastructure","10":"tag-custom-silicon","11":"tag-google","12":"tag-google-ai","13":"tag-marvell-technology","14":"tag-revenue-growth"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/11651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=11651"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/11651\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/11652"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=11651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=11651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=11651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}