Stifel Sees Marvell (MRVL) Well Positioned Across the AI Data-Center Stack

The standing affirmation underscores the firm’s affirmative stance connected MRVL, supported by its broad data-center interconnect capabilities.

Analysts astatine Stifel highlighted Marvell’s unsocial end-to-end connectivity stack spanning each furniture of data-center interconnect technology.

The company’s portfolio includes “VSR electrical links for chip-to-chip and board-level communication; scale-up technologies specified arsenic AECs, customized fabrics, and emerging photonic interconnects that tightly mates GPUs and XPUs wrong a rack; scale-out optical PAM4 DSP platforms (800G–1.6T) that link racks and clusters crossed the information hall; scale-across coherent-lite solutions that nexus buildings wrong expanding AI campuses; and DCI coherent/ZR pluggables for multi-site and metro AI data-center connectivity.”

All of these offerings marque Marvell 1 of the lone vendors with a genuinely broad connectivity stack.

“Together, this positions Marvell arsenic 1 of the lone vendors offering a comprehensive, vertically integrated connectivity stack for the afloat architecture of modern AI systems.”

Marvell Technology, Inc. (NASDAQ:MRVL) engages successful the improvement and accumulation of semiconductors, focusing heavy connected information centers.

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Disclosure: None.