Forget About X86 – Neoverse Is Legit [Forbes]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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Source: Forbes
MarvellLet me start this piece by backtracking a little bit. Don’t actually forget about x86–I was just trying to get your attention. However, for those that still think of Arm-based servers as AMD’s Seattle, Applied Micro’s X-Gene, Calxeda, or even Qualcomm, think again. While the specifications of Arm’s Neoverse portfolio looked impressive at launch last year, only time could tell what the implementation of the N1 microarchitecture would look like in the real world. In a word: wow. In two words: holy heck. The next few paragraphs are going to bring you up to speed on where N1 is in the real world and what companies like Marvell are doing to deliver solutions to the market.First – a refresher on NeoverseNeoverse refers to the Arm CPU architectural family designed for the cloud, edge and datacenter from the ground up. Neoverse marks the first time Arm married its expertise on performance and power to deliver such intellectual property (IP) to the server market in such a focused way. I
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MRVL
News
- SA analyst upgrades/downgrades: TLRY, MRVL, QBTS, OKTA [Seeking Alpha]Seeking Alpha
- Marvell Technology (MRVL) Rose Following Management's Reassurance on Data Center Revenue Growth [Yahoo! Finance]Yahoo! Finance
- Marvell Is Still Mispriced. Buy Before Wall Street Wakes Up [Seeking Alpha]Seeking Alpha
- 2 underappreciated AI chip stocks that can compete with Nvidia [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (MRVL): Reassessing Valuation After Earnings Rebound and Azure Cloud Security Expansion [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 12/2/25 - Beat
MRVL
Sec Filings
- 12/3/25 - Form 10-Q
- 12/2/25 - Form 8-K
- 12/2/25 - Form 8-K
- MRVL's page on the SEC website