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Marvell Technology rated Buy on strong NVIDIA partnership and AI growth potential.

Analyst Insights
03 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Marvell Technology is rated Buy due to its strategic partnership with NVIDIA and leadership in AI infrastructure connectivity. The company’s expertise in AI data movement and record data center revenue support its ambitious growth guidance of 40–45% for fiscal years 2027–28. NVIDIA’s $2 billion investment and the NVLink Fusion partnership position Marvell as a key player in hyperscale AI infrastructure. However, the current valuation is demanding and reaching a $1 trillion market cap would require years of flawless execution and growth beyond current projections.

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