AI news Aug 30, 2026

Today · the other half of the same filing

Marvell's data centre revenue grew 45.7%, and 44% of its shipments now run through one distributor, up from 34% a year ago.

The quarterly filing behind item 1 of the main line carries a second reading, and it centres on concentration. Marvell designs custom AI silicon for cloud operators and supplies the optical interconnect data centres run on — one of the main sellers of shovels in the gold rush where NVIDIA's largest customers build chips of their own. This quarter its data centre segment brought in US$2.1715B, 79% of total revenue, against US$1.4905B and 74% a year earlier. That is growth of 45.7%, faster than the 36.6% for the company as a whole (Marvell 10-Q, 08-28). The escape route is still being walked this year, and walked faster than the rest of the business.