Marvell's Big AI Test Comes One Day After NVIDIA's Blowout Quarter

NVIDIA’s Aug. 26 blowout results—$96.2 billion in revenue and data center sales up 117% year over year—set the bar for the next earnings read. The company also guided current-quarter revenue to $108 billion, with CEO Jensen Huang saying AI has “reached its inflection point” as demand accelerates. Marvell Technology (Aug. 27, after the close) is expected to provide a more nuanced answer on whether AI infrastructure growth is extending beyond GPUs into custom silicon, networking, and interconnect layers. Investors will focus closely on Marvell’s data center segment and any comments on its pipeline for future custom-chip wins after a sharp YTD rally.