Marvell falls back after reports on Google AI chip talks disputed by analysts [Yahoo! Finance]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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Source: Yahoo! Finance
Marvell Technology Group Ltd. (NASDAQ:MRVL) shares pared gains after an earlier rally on Monday, as analysts pushed back on reports suggesting the company had secured major artificial intelligence chip design work with Alphabet's Google. The stock had initially risen about 3.3% in morning trading after reports that Marvell was in discussions with Google to develop custom silicon, including a memory processing unit and a TPU designed for AI inference workloads. However, JPMorgan said reports that Marvell had “won” Google's TPU business were false, arguing that Alphabet Inc (NASDAQ:GOOG) is still engaging multiple semiconductor partners, while Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) remains the clear incumbent in TPU-related design work. The original report, attributed to The Information and cited by Wedbush, suggested Google was in talks with Marvell on two chip projects: a memory processing unit potentially tied to advanced memory architectures such as CXL, and a new TPU aimed at
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MRVL
News
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- Google Deal Talks Send This AI Chip Designer's Stock to New Highs [Yahoo! Finance]Yahoo! Finance
- Alphabet's Marvell AI Chip Talks Put Google Cloud Efficiency In Focus [Yahoo! Finance]Yahoo! Finance
- Marvell stock jumps on report of possible partnership with Google on AI chips [Yahoo! Finance]Yahoo! Finance
- Alphabet Explores New AI Chips With Marvell [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 3/5/26 - Beat
MRVL
Sec Filings
- 4/17/26 - Form 144
- 4/17/26 - Form 4
- 4/17/26 - Form 4
- MRVL's page on the SEC website