Marvell, Microsoft, and Oracle announced a new working group under the Open Compute Project (OCP) Security track, aiming to standardize integrated HSMs for cloud and hyperscale data centers at NIST FIPS 140-3 Level 3.
Marvell released two interconnect chips for AI scale-up infrastructure: the Alaska E 3.2T protocol-aware retimer delivers 3.2 Tbps of bandwidth through 16 lanes of 224G PAM4.
Marvell has launched its second-generation Structera X 3406 and 3506 CXL 3.2 memory expanders, built on an industry-first six-channel DDR4/DDR5 design that increases channel count by 50% over the previous generation, supports PCIe Gen 6, and allows a single controller to support up to 9TB DDR4 or 6TB DDR5.
Marvell released the second-generation Structera X 3406 and 3506 CXL 3.2 memory expanders, the industry's first six-channel CXL memory expansion products, with 50% more channels than the previous generation, supporting up to 9TB of DDR4 or 6TB of DDR5 per controller and delivering up to 256GB/s of host bandwidth over PCIe 6.0 x16.
Marvell will showcase its portfolio of AI data center infrastructure solutions—spanning switching, interconnect, memory, and storage—at OCP Global Summit 2026 in San Jose, October 12–15, at booth #B31.
Marvell will present industry-first 2nm optical interconnect demonstrations at ECOC 2026 in Malaga, Spain, September 20–24, 2026, including the first 2nm 400G/lane optical PAM4, the first 2nm 800G ZR/ZR+ pluggable modules with MACsec (driven by the Libra 2nm coherent DSP), and the first 2nm 1.6T ZR and coherent-lite O-band demos.
Marvell announced it will showcase its AI data center connectivity and storage solution portfolio at AI Infra Summit 2026 (September 15–17, Santa Clara Convention Center, Booth #704).
Marvell reported fiscal 2027 second-quarter results with record net revenue of $2.739 billion, up 37% year over year and $39 million above the midpoint of the May 27 guidance. Data center revenue was $2.1715 billion, up 46% year over year and 79% of revenue; GAAP gross margin was 53.1%, non-GAAP gross margin 58.9%, and operating cash flow $605.5 million.
Why it matters: The earnings report shows accelerating data center revenue growth and raised guidance, helping readers gauge how AI demand is actually driving Marvell's business.
At FMS 2026, Marvell unveiled a new-generation AI memory infrastructure portfolio spanning server-level AI storage, rack-level CXL memory expansion and pooling, and cabinet-level optical shared memory.
Marvell Technology announced it will hold its fiscal 2027 second-quarter earnings call on August 27, 2026, at 1:45 p.m. Pacific Time, webcast live with a replay available until September 3. The company also announced an Investor Day in New York on October 6, featuring presentations by Chairman and CEO Matt Murphy and the executive team; the event is invitation-only onsite, with webcast and replay available.
Marvell will showcase its AI memory and storage portfolio at FMS 2026 on August 4-6 at Booth #805, featuring PCIe 6.0 enterprise SSD controllers, CXL near-memory acceleration and memory pooling switches, CXL memory expansion cards, Octeon DPUs, and Photonic Fabric technology for optical interconnect scaling.
Marvell announced a $250 million investment in India over three years to expand technology, talent, and infrastructure, with plans to double headcount within three years. The company added a new wing to its Bangalore office and is expanding its Hyderabad footprint to support R&D on AI, cloud, and data infrastructure semiconductors. India is Marvell's second-largest R&D organization, and its MSTEM scholarship program selected 100 students from more than 7,000 applicants.