{
  "id": 4083708,
  "title": "Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave",
  "url": "https://urgent.news/2026/08/27/marvell-mrvl-is-betting-on-microsoft-aws-and-google-to-power-its-next",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-27T20:36:24.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/marvell-mrvl-betting-microsoft-aws-203624975.html"
  },
  "original_language": "en",
  "account": "Marvell Technology Inc. (MRVL) is positioning itself for future growth by partnering with major cloud providers like Microsoft, Amazon Web Services (AWS) and Google. Its second-quarter sales grew by 37% to $2.74 billion, surpassing analysts' expectations. The company also forecasted third-quarter revenue of $3.15 billion, within a 5% margin of analysts' estimate of $3.03 billion. Rosenblatt analyst Sajal Dogra raised Marvell's price target to $300 from $240, while Susquehanna analyst Christopher Rolland increased it to $265.00. The company's optical interconnect business shows more than 25% sequential growth, driven by Lumentum, Coherent and MTSI earnings. Marvell anticipates that its custom-silicon programs with major cloud providers will significantly contribute to its growth, particularly in fiscal years 2028 and 2029. The firm is bullish on its AI networking strength, driven by robust demand for AWS Trainium, Google's custom artificial intelligence silicon agreement and rising AI infrastructure buildout by Amazon's Trainium chips. While Marvell is expected to benefit from AI infrastructure boom, investors should be cautious as much of the $300 valuation is based on earnings power that may not arrive until FY2029, exposing them to execution risks.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}