Broadcom vs. Marvell: The AI Supercycle Is Big Enough for Both. Here’s the Better Buy. | The Motley Fool

Broadcom vs. Marvell: The AI Supercycle Is Big Enough for Both. Here’s the Better Buy. | The Motley Fool

By Manali Pradhan, CFA
Publication Date: 2026-09-27 15:32:00

Broadcom (AVGO +0.70%) and Marvell Technology (MRVL +1.15%) are both benefiting from the rapid build-out of artificial intelligence (AI) infrastructure. Broadcom’s AI semiconductor revenue surged 221% year-over-year to $16.7 billion in the third quarter of fiscal 2026 (ended Aug. 2). Marvell Technology also earned nearly 79% of its revenue from the data center segment in the second quarter of fiscal 2027 (ended Aug 1, 2026), with the segment benefiting from strong AI-related demand.

Hence, while both companies appear well-positioned to benefit from the AI supercycle, investors may want to know which stock offers the better mix of growth, profitability, and valuation. Let’s find out.

Image source: Getty Images

Marvell’s Google deal does not necessarily weaken Broadcom

Marvell recently expanded its partnership with Alphabet’s (GOOG +0.61%) (GOOGL +0.46%) Google to develop several custom silicon products linked to Google’s TPU (custom AI chips designed by Google) ecosystem. These…