COMPANIES · AI CHIPS & NETWORKING
Marvell Technology
Designs data-infrastructure semiconductors for compute, connectivity, networking and storage.
Designs data-infrastructure semiconductors for compute, connectivity, networking and storage.
It supplies networking, connectivity and custom-silicon components that move data between AI accelerators inside data centers.
Sells semiconductors for data infrastructure, including networking chips and custom silicon for large customers.
United States
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (11)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (6)
Source: 2026-08-19 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes the scope of custom-silicon products covered by the agreement; does not establish current shipping volumes or which products have already been delivered.
Marvell Technology, Inc. Form 8-K (August 19, 2026) ↗Source: 2026-06-18 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: The 'lead design partner' characterization comes from press analysis, not an on-record statement by Amazon or Marvell; does not establish contract value or exclusivity.
Marvell surged 7% Thursday as Amazon plans to sell Trainium chips externally ↗Source: 2026-03-31 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes the announced technical scope of the collaboration; does not establish shipping volumes, specific customer deployments, or revenue generated by the partnership.
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion ↗Source: 2025-05-29 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Confirms Amkor packaging technology is part of Marvell's platform ecosystem; does not establish which specific Marvell products use Amkor packaging or order volumes.
Marvell Delivers Advanced Packaging Platform for Custom AI Accelerators ↗Source: 2023-02-22 · reviewed 2026-09-20
Evidence: Primary-source statement · Described as a longstanding, ongoing supplier relationship
Limits: Confirms Marvell is described as a semiconductor supplier to AWS; does not name specific chip products (e.g., Trainium), volumes, or contract value, and the source predates 2026 reporting on Amazon's Trainium plans.
Marvell and AWS Collaborate to Enable Cloud-First Silicon Design ↗Source: 2020-08-25 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes a 2020 5nm-generation agreement; does not establish whether the same manufacturing arrangement covers Marvell's current 2nm custom-silicon designs.
Marvell and TSMC Collaborate to Deliver Industry's Most Advanced Data Infrastructure Portfolio on 5nm Technology ↗Dated or announced (3)
Source: 2026-08-19 · reviewed 2026-09-20
Evidence: Secondary reporting (unconfirmed by primary parties) · Long-term supply and warrant agreement disclosed via securities filing; revenue-tied vesting runs through fiscal 2033
Limits: Reporting describes contract scope and a warrant structure tied to future purchase milestones; it does not confirm current shipped volumes, exclusivity, or that the $120B ceiling reflects committed (vs. maximum potential) spend.
Google expands Marvell partnership for custom AI chips ↗Source: 2026-08-19 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced
Limits: The warrant's performance tranches vest only as Google's custom-product purchases from Marvell hit revenue thresholds; the $12.18 billion figure is the maximum exercise value, not a current ownership stake or money already paid.
Marvell Technology, Inc. Form 8-K (August 19, 2026) ↗Source: 2026-03-31 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced
Limits: Confirms the $2 billion investment figure as stated by NVIDIA; does not establish resulting ownership percentage or board/governance rights.
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion ↗Comparisons (2)
Source: 2026-08-20 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Market price reaction is used as evidence of perceived competitive overlap, not a statement by either company; does not establish relative market share.
Google-Marvell Deal Expands Custom Silicon Past the TPU ↗Source: 2024-03-17 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Reflects a 2024 market-structure analysis; the reported rejected acquisition offer is not independently confirmed by either company in this source.
Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition? ↗Marvell investor relations ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .