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Marvell Technology Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Industry trends and investment cycle
AI infrastructure is in the early stages of a 10–15 year investment cycle, with demand for faster compute and interconnects outpacing current supply.
Customers are pushing for accelerated innovation, especially for 2026–2027 deployments.
Architectural changes in data centers are driving a shift from passive copper to advanced switching and optical technologies.
The scale-up market for interconnects is expected to surpass the scale-out market in five years.
Cloud CapEx is increasingly AI-driven, with optical business growth outpacing overall CapEx.
Product and technology roadmap
Recent acquisition of Celestial AI adds photonic fabric technology, enabling new high-density, high-bandwidth interconnects.
Sampling of 115T UALink switch is planned for the second half of next year.
Pluggable optics will remain dominant in scale-out through at least 2029, while scale-up will move directly to CPO as electrical solutions reach limits.
Golden Cable initiative aims to provide multi-sourced active electrical cables, supporting supply chain resilience.
NVLink Fusion and UALink are part of a broader strategy to offer flexible, chiplet-based solutions for evolving data center architectures.
Financial outlook and growth drivers
Optical interconnect business has grown at a 50% CAGR since acquisition, with record bookings in recent quarters.
1.6T optical solutions are seeing exceptionally strong demand, with the company positioned as a primary industry driver.
Custom ASIC business is expected to double by 2027, driven by new XPU customers and attach sockets.
XPU Attach revenue is projected to reach $2 billion by 2028, with SmartNICs and CXL memory expanders as key contributors.
Conservative forecasts for 2027 reflect potential supply constraints, but multiple growth engines provide confidence in targets.
Celestial AI: Scale-up optical TAM leadership?
ASIC 2027 doubling: Key growth drivers?
How to maintain 1.6T optical market share leadership?
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Next Marvell Technology earnings date
Q4 20265 Mar, 2026
Next Marvell Technology earnings date
Q4 20265 Mar, 2026
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Frequently asked questions
Marvell focuses its analog and mixed-signal products on applications including wired and wireless communications, storage, automotive, industrial, medical imaging, and power management. The company's PCI Express interfaces serve the networking and broadband video markets. Marvell's digital signal processors are used in Bluetooth handsets and other portables devices in the communications and consumer electronics markets. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
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