Marvell

Headlines · 2

1. 4d
   Analysts favor Broadcom, Marvell as Google cloud spending grows

   Melius Research analyst Ben Reitzes expects a strong third quarter for Google Cloud, driving Alphabet to keep expanding AI infrastructure investment, and named Broadcom, Marvell and networking vendor Arista Networks as beneficiaries while keeping a "hold" rating on Alphabet. He set price targets of $610 for Broadcom (implying roughly 70% upside), $445 for Marvell and $275 for Arista, arguing Broadcom and Marvell gain from co-designing custom chips with Google and that Arista benefits as AI data-center networking demand grows. Melius estimates Google's AI infrastructure spending will reach $352 billion in 2027, up 75% from its 2026 estimate, and J.P. Morgan analyst Harlan Sur also listed Broadcom and Marvell among his top semiconductor picks. On the prior day (Oct. 12), Broadcom, Marvell and Arista all fell, with the iShares semiconductor ETF down about 2.5%.

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2. Oct 8
   Morgan Stanley: Marvell AI infrastructure chip unlikely to threaten Aspeed BMC

   At its October 6 Investor Day, Marvell introduced a new custom AI infrastructure management processor based on 5nm OCTEON IP, claiming roughly 1,000x the performance of traditional server BMCs, with projects underway at several hyperscalers. Morgan Stanley said the part is closer to an infrastructure management controller (IMC) than a BMC, carries an ASP of several hundred dollars, and may not ramp in volume until late 2027 or early 2028, so it is unlikely to replace existing BMC designs near term and could instead expand the total addressable market for AI infrastructure management.

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