Marvell Pivots To AI Silicon, Looks Poised To Profit
…If history is any guide, hope springs eternal but profits are elusive. In the third quarter, datacenter revenues at Marvell nearly doubled to $1.1 billion and was up 25 percent sequentially…
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Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…The revenue is growing from AI XPUs and AI electro-optics, but the profits are growing from the latter and certainly not from the former. The reason why Marvell as gigs with…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…Hopefully the profitability curve is improving for 2026 and 2027. The interesting thing to do is to calculate the revenue for the rest of AMD. The Other half or so of AMD…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…of revenues for its operating income. That leaves the Embedded group, which sells FPGAs and which had $873 million in sales, up 6.1 percent, with $338 million in operating profit, which…