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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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4 views
Marvell's custom silicon TAM for cloud and AI is projected to grow from $21B to $94B by 2028, driven by hyperscaler AI spending. The fastest-growing segment is XPU attach, expected to surge at a 90% CAGR, fueled by demand from major cloud and emerging AI players. Marvell's 18 socket wins and 50+ pipeline opportunities represent $75B in potential lifetime revenue, far exceeding current annual sales.
