For Marvell, custom ASIC is gross margin dilutive but operating margin accretive. Customers reimburse NRE costs (non-recurring engineering), which boosts its OPEX leverage. >40% of Marvell's revenue is from already from AI and likely go up higher. 18 custom XPU/XPU-attach socket wins and 50+ in pipeline.
Source: Sravan Kundojjala
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