Broadcom falls on report Google discussed dropping firm as AI chip supplier [Reuters]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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Source: Reuters
Alphabet-owned (GOOGL.O) Google will design the chips - called tensor processing units - in-house if it goes ahead with the plan, potentially saving the tech giant billions of dollars in costs annually, the report said citing a source. Google has been ramping up chip investments this year as it plays catch-up with Microsoft (MSFT.O) for domination of the booming market for generative AI applications such as ChatGPT. The report said Google's deliberations follow a standoff between the company and Broadcom over the price of the TPU chips. Google has also been working to replace Broadcom with Marvell Technology (MRVL.O) as the supplier for chips that connect servers to ethernet switches in its data centers, it added. Broadcom, Google and Marvell did not immediately respond to Reuters' requests for comment. Marvell's shares rose more than 3% in premarket trading, while Broadcom was trading down at $777 in a broadly weaker market. Broadcom is seen as the second-biggest winner
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MRVL
News
- Marvell Technology (MRVL): Assessing Valuation After Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (MRVL) Stock Is Up, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (NASDAQ:MRVL) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Marvell Technology Looks Undervalued as Artificial Intelligence Spending Surges [Yahoo! Finance]Yahoo! Finance
- Estimating The Intrinsic Value Of Marvell Technology, Inc. (NASDAQ:MRVL) [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 12/2/25 - Beat
MRVL
Sec Filings
- 12/15/25 - Form 4
- 12/15/25 - Form 4
- 12/15/25 - Form 4
- MRVL's page on the SEC website