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Silicon · Second string · Independent

Marvell

Custom chip design partner and data center networking silicon.

73OVRRole playerDraft · rated on 4 of 6

Ratings

Marvell and Broadcom are estimated to control about 95% of custom accelerator co-design, which makes Marvell the only other scaled partner a buyer can call.

  • Dominance76draft

    Broadcom and Marvell are estimated to control about 95% of custom accelerator co-design, with Marvell the only other scaled partner.

    reported alatirok.com
  • Momentumunrated

    The Atlas gives no growth figure and no stated direction for this company.

  • Leverage62draft

    The card calls it the only other scaled custom chip partner a buyer can call.

    reported alatirok.com

    Network base 50, judgment +12.

  • Durability76draft

    Its named risks are winning a flagship program and integrating the Celestial AI technology.

    reported alatirok.comreported ai2.work
  • Firepower78draft

    Reported to have completed a roughly $3.25bn purchase of Celestial AI.

    reported ai2.work
  • Deal Heatunrated

    The Atlas reports the Celestial AI purchase as completed and no further deal activity.

DOM 76MOM –LEV 62DUR 76FIRE 78HEAT –

Key figures

From the Atlas key figure: Broadcom and Marvell are estimated to control about 95% of custom accelerator co-design (secondary estimate). Source: alatirok.com.

Profile

Custom chip design partner and data center networking silicon.

Silicon · Custom chips for the biggest buyers · Second string

Key figure Broadcom and Marvell are estimated to control about 95% of custom accelerator co-design (secondary estimate).

Why it may rise The only other scaled partner a buyer can call.

What could change it Winning a flagship program the way Broadcom won Google's.

reported alatirok.com

Infrastructure and data centers · Networking · Second string

Key figure Reported to have completed a roughly $3.25bn purchase of Celestial AI, a photonic fabric startup (single secondary source).

Why it may rise Buying light-based interconnect to extend its data center position.

What could change it Integrating and shipping the technology.

reported ai2.work

Connections

Rivals

  • Ayar Labs in Infrastructure and data centers

    Both sell light-based interconnect, Marvell through its reported Celestial AI purchase. ai2.work

    On the map

See Marvell and its connections on the map →

Sector standing

No. 15 of 32 rated in Silicon

  1. 14Lam Research74
  2. 15KLA73
  3. 15Marvell73
  4. 15Tokyo Electron73
  5. 18Huawei68

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.