Marvell's AI-driven data center sales surged, boosting Q4 revenue 22% year-over-year to $2.22 billion and raising 2027 outlook to $15 billion.

Marvell Technology reported strong fourth-quarter 2026 results, with revenue of $2.219 billion, up 22% year-over-year, and adjusted earnings per share of $0.80, slightly above estimates. The company attributed growth to surging demand for AI-driven data center infrastructure, particularly in custom processors and high-speed interconnects. Full-year revenue reached $8.195 billion, a 42% increase, with data center revenue surpassing $6 billion. Marvell raised fiscal 2027 revenue guidance to approximately $15 billion, driven by acquisitions and expanding AI-related product demand. The company also introduced first-to-market 1.6T ZR+ DCI modules using 2nm technology and projected significant growth in XPU and switch revenue.