Marvell incremental latest (JPM event)
- Sees no 2026 revenue gap at lead AI customer. There has been continuous noise on Alchip vs Marvell next gen win at AWS- Custom pipeline grows to 20+ from 18 in June- Sees DC capex growth of 18% as the baseline for its growth in FY27/CY26. Likely above if capex runs higher than thatSource: Sravan Kundojjala
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