Management expects large-scale inference programs to ramp through 2028.
Marvell Technology plans to lift its artificial intelligence revenue outlook after deepening its custom silicon partnership with Alphabet's Google.
The semiconductor supplier has started shipping custom Compute Express Link chips to Google for its newest AI hardware programs. Management expects large-scale custom AI inference silicon programs with Google to ramp through 2028 as part of a multi-year engagement.
Marvell provides data infrastructure chips that move and process information across data centers, telecom networks, and edge devices in the United States and internationally. The expanded Google programs tie into Marvell's silicon-germanium and integrated circuit substrate agreements, which aim to secure manufacturing capacity for large hyperscaler contracts.
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