Marvell Launches Next-Gen Connectivity to Meet Rising AI Demands in Data Infrastructure

Marvell Technology, Inc. MRVL announced on Thursday, in collaboration with TeraHop, a global optical solutions provider for AI-driven data centers, the demonstration of end-to-end PCIe Gen 6 over optics at the Optical Networking and Communication Conference and Exposition (OFC) 2025. The demonstration will showcase the extension of PCIe beyond traditional electrical limits to enable low-latency, standards-based AI scale-up infrastructure.

As AI workloads drive exponential data growth, PCIe connectivity must evolve to support higher bandwidth and extended reach.

Also Read: Behind Marvell Tech’s Multi-Fold Growth: R&D, Acquisitions And AI Infrastructure

The Marvell Alaska P PCIe Gen 6 retimer and its PCIe Gen 7 SerDes technology enable low-latency, low bit-error-rate transmission over optical fiber, delivering the scalability, power efficiency, and high performance required for next-generation accelerated infrastructure.

Marvell stock plunged over 42% year-to-date as multiple Wall Street analysts slashed their price targets since January.

In March, Marvell reported fourth-quarter revenue of $1.81 billion, topping the $1.79 billion analyst consensus estimate. It reported adjusted earnings of 60 cents per share, beating the 59 cent consensus estimate.

Marvell expects first-quarter revenue of $1.78 billion-$1.96 billion, versus the $1.87 billion estimate.

Cantor Fitzgerald analyst Quinn Bolton and JPMorgan analyst Harlan Sur highlighted Marvell bagging the follow-on XPU ASIC with its lead customer, Amazon.Com Inc AMZN. The analysts added that the new AI XPU custom chip could be manufactured on Taiwan Semiconductor Manufacturing Co’s TSM 3nm node.

Price Action: Marvell Technology stock is down 2.11% to $65.35 at the last check on Thursday.

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