Marvell Technology Inc

MRVL: XNAS (USA)

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Marvell: Microsoft Multisourcing Report Doesn't Alter Our Conviction in AI Opportunity

William Kerwin

Dec 8, 2025

The Information reported that Microsoft was in talks with Broadcom to work on a custom artificial intelligence accelerator, potentially creating a dent to Marvell's upcoming revenue from designing Microsoft's Maia chip. Marvell shares fell 10% intraday Dec. 8.

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Marvell Technology Inc

Marvell: Microsoft Multisourcing Report Doesn't Alter Our Conviction in AI Opportunity

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