By Jeremy Phillips
Publication Date: 2026-03-07 21:08:00
Sundry Photography / iStock Editorial via Getty Images
(Sundry Photography / iStock Editorial via Getty Images)
Quick Read
Broadcom (AVGO) is up 524% since January 2023 with $8.4B quarterly AI revenue. Marvell (MRVL) is up 152%, fell 50% after March, posted $2.07B Q3 revenue with data center up 38% to $1.52B.
Broadcom’s AI revenue alone is four times Marvell’s total revenue, but Marvell’s data center growth is accelerating despite earlier concerns about losing Amazon.
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Jim Cramer made a pointed observation recently, and it’s worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500% since the beginning of 2023, Marvell has only rallied about 140% over the same period.” The data backs him up almost exactly: Broadcom is up 524% since January 2023, while Marvell has gained 152% over the same stretch. Same AI tailwind, dramatically…
