StableStock 🐳(@StableStock):$MRVL reports Q2 FY2027 after the bell today. Consensus expects $2.71B in revenue, including $2.15B from data center. But the bigger focus is forward guidance — and whether AI infrastructure spending can keep accelerating demand for custom silicon and optical interconnects. Marvell is deepening its relationship with Google across TPUs, inference accelerators, memory, networking and storage, while 800G / 1.6T optics remain another key growth driver. With Amazon and Microsoft already in the mix, Google adds another major hyperscaler to the $MRVL custom silicon story. Trade $MRVL on StableStock: → https://t.co/ZCXPBxxAS9 Not investment advice. For informational purposes only.

2026.08.27 12:08

$MRVL reports Q2 FY2027 after the bell today. Consensus expects $2.71B in revenue, including $2.15B from data center. But the bigger focus is forward guidance — and whether AI infrastructure spending can keep accelerating demand for custom silicon and optical interconnects. Marvell is deepening its relationship with Google across TPUs, inference accelerators, memory, networking and storage, while 800G / 1.6T optics remain another key growth driver. With Amazon and Microsoft already in the mix, Google adds another major hyperscaler to the $MRVL custom silicon story. Trade $MRVL on StableStock: → Not investment advice. For informational purposes only.