Who’s Really The King of Custom Silicon, Broadcom or Marvell Technology?

Quick Read

• AVGO commands ~70% of custom AI silicon co-design with $10.8B in quarterly AI revenue, while MRVL holds ~20% as the strategic dual-source challenger.

• Hock Tan guided FY2027 AI revenue above $100B across 10 gigawatts of planned compute for Google, Meta, OpenAI, and Anthropic.

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Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) just delivered earnings that clarified the pecking order in custom AI silicon. Broadcom posted $22.2 billion in quarterly revenue with $10.8 billion from AI chips. Marvell put up $2.418 billion, with data center at 76% of the mix. Both design ASICs for hyperscalers. Only one is running the table.

Hock Tan’s Gigawatt Machine vs. Matt Murphy’s Roadmap Sprint