Search results for Matt Murphy
AI & Enterprise
Marvell shares surge 241 percent in a year; CEO cites trust as key to AI chip success
Marvell Technology shares have surged 241 percent over the past year, with long-standing trust built with major technology companies cited as a key driver. CEO Matt Murphy said hyperscaler customers decide deals based on trust across the ecosystem, not only price or performance. Marvell expanded cooperation with Nvidia in March and signed a partnership with Google in August. FactSet expects data centre revenue to rise 60 percent in fiscal 2027 and 61 percent in fiscal 2028.
Industry
Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies
Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.
AI & Enterprise
Nvidia to invest $2 billion in Marvell to expand AI chip networking technology
Nvidia will invest $2 billion in Silicon Valley chipmaker Marvell, the Financial Times and Bloomberg News reported on Tuesday. The move aims to strengthen competitiveness in networking technology linking AI data centres. The two companies will jointly develop silicon photonics to upgrade data centre networking systems and increase data transmission speeds. Marvell has supported U.S. cloud service companies, including Amazon, in designing in-house AI chips.