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Story summary
- Marvell Technology CEO Matt Murphy said trust with hyperscalers drove a 241% share surge.
- Marvell’s stock rose about 241% in 12 months, while Broadcom gained 6.6%.
- Marvell announced a multi-year technology supply agreement with Google in August.
- Marvell partnered with Nvidia in March to deepen AI ties.
- FactSet projects Marvell’s data-center revenue to grow 60% in fiscal 2027 and 61% in fiscal 2028.
