By Tirthankar Chakraborty
Publication Date: 2026-09-24 18:00:00
Both Marvell Technology, Inc. MRVL and its larger counterpart, NVIDIA Corporation NVDA, are benefiting from the rising Data Center demand amid the ongoing artificial intelligence (AI) infrastructure boom. While both companies delivered strong quarterly results, differences in profitability, AI exposure, and outlook warrant a closer look when determining which stock to buy now.
Marvell’s AI Momentum Powers Record Growth
Given Marvell’s scale, the company posted substantial revenue growth in its latest quarterly results. Revenues for the fiscal second quarter of 2027 reached a record $2.739 billion, up 37% year over year, according to the company’s Aug. 27 press release. With Marvell supplying vital infrastructure for data center systems, its Data Center revenues grew even faster, up 46% year over year.
For the fiscal third quarter of 2027, management expects revenues to reach $3.15 billion, plus or minus 5%. At the midpoint, it represents roughly 15% sequential growth. Management also remained optimistic about revenue growth throughout fiscal year 2027 and 2028. This suggests that Marvell’s strong performance goes beyond the latest quarter, with management increasing its forward expectations.
Marvell’s Chairman and chief executive officer, Matt Murphy, said the company is seeing exceptionally strong AI-related bookings, with growth expected to accelerate further across their Data Center portfolio, supported by robust demand…
