I've always felt that $NVDA sells GPUs, while $MRVL sells the roads between GPUs.
$MRVL has set its 2031 fiscal-year revenue target as high as $90 billion, compared with $8.2 billion in 2026—roughly 11 times as much.
But the truly staggering figure isn't the overall revenue target; it's the AI chip interconnect and networking business, with a revenue target of about $37.5 billion all by itself.
No matter how fast the GPUs are, it's no good if the data can't get through.
$MRVL has set its 2031 fiscal-year revenue target as high as $90 billion, compared with $8.2 billion in 2026—roughly 11 times as much.
But the truly staggering figure isn't the overall revenue target; it's the AI chip interconnect and networking business, with a revenue target of about $37.5 billion all by itself.
No matter how fast the GPUs are, it's no good if the data can't get through.