Latest news with #MarvellTechnologies
Forbes
13 hours ago
- Business
- Forbes
Kioxia, StorOne, Phison And Marvell Deliver Storage And Memory For AI
AI Data Growth Artificial Intelligence training and inference are a major factor in increasing digital storage and memory demand growth. According to a recent announcement from the Dell'Oro Group, the AI expansion cycle led to a 62% year over year growth in Q1 2025 in telecommunications, security, networks and data center industries, including memory and storage. Let's look at some recent storage announcements to support AI workloads from Kioxia, StorOne and Phison and Marvell Technologies. Kioxia recently announced its single port CD9P Series PCIe 5.0 NVMe 2.0 SSDs built with the company's 8thgeneration BiCS Flash TLC-based 3D flash memories (with 330 layers--?). These products also incorporate the company's CMOS directly Bonded to Array technology to boost power efficiency, performance, and storage density. Images of the product family are shown below. Kioxia CD9P SSD Product Family According to Kioxia, the CD9P Series is purpose-built for these next-generation environments, delivering the speed and responsiveness required by AI, machine learning, and high-performance computing (HPC) workloads to ensure GPUs stay fed with data and operating at maximum efficiency. The product is available in EDSFF E3.S form factor with 1.6-30.72 TB capacities and 2.5-inch U.2 form factor with 1.6-61.44TB capacities. The CD9P Series 15.36 TB model delivers approximately 60% and 45% improvements in sequential read and write speeds per watt, respectively, compared to the previous generation Kioxia SSD. It also achieves gains of approximately 55% and 100% in random read and write performance per watt, measured in thousands of IOPS (KIOPS), respectively. The product is being sampled to select customers and was on display at the on-going HPE Discover Las Vegas event. The table below gives more details on this model's performance with different workflows. CD9P Performance versus Workloads StorOne unveiled its ONEai, Automated AI Solution Optimized for Enterprise Data Storage in partnership with SSD company, Phison Electronics. StorONE integrated Phison's aiDAPTIV+ AI capabilities into the StorONE enterprise storage system to accelerate AI deployment and deliver domain specific responses on the stored data for end users. The Prompt: Get the week's biggest AI news on the buzziest companies and boldest breakthroughs, in your Subscribed! You're Subscribed! According to StorOne, ONEai leverages AI GPU and memory optimization, intelligent data placement and built-in support for LLM inferencing and fine-tuning directly within the storage framework, offering an efficient, AI-integrated system with minimal setup complexity. With ONEai, users benefit from reduced power, operational and hardware costs, enhanced GPU performance and on-premises LLM training and inferencing on proprietary organizational data. Marvell Technology, Inc. announced that it has expanded its custom technology platform with the launch of a 2nm custom Static Random Access Memory (SRAM), designed to boost the performance of custom XPUs and devices powering cloud data centers and AI clusters. It also introduced its Package Integrated Voltage Regulator (PIVR) power solutions, which it says enable hyperscalers to enhance the performance, efficiency and return on investment (ROI) of AI and cloud infrastructure. This custom SRAM delivers up to 6 gigabits of high-speed memory. Marvell said that it had previously introduced its CXL technology for integration into custom silicon to add terabytes of memory and supplemental compute capacity to cloud servers and unveiled custom HBM technology that increases memory capacity by up to 33% while reducing the space and power required for dense high-bandwidth memory (HBM) stacks inside XPUs. AI drives storage and memory demand. Kioxia, StorOne, Phison and Marvell Technologies announced digital storage and memory applications to support diverse AI workloads.
Globe and Mail
21-05-2025
- Business
- Globe and Mail
Nvidia Is Opening Its NVLink Technology to Others: But Is That Bullish or Bearish for the Stock?
At Computex in Taiwan last weekend, artificial intelligence (AI) GPU leader Nvidia (NASDAQ: NVDA) made a very interesting announcement: It will open up its NVLink technology to other chipsets besides those made by Nvidia, in a product called NVLink Fusion. The move was certainly interesting and can be interpreted both positively and negatively. Delving into the details, is the move a good or bad sign for shareholders? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » What is NVLink? AI processing is much more than just one chip's work today. Rather, Nvidia CEO Jensen Huang thinks whole servers or even complete racks can function as one "giant chip." For instance, Nvidia just began selling GB200 NVL72 racks, which contain 72 Blackwell GPUs and 36 Grace CPUs all linked together through Nvidia's in-house networking technologies. Those Nvidia networking technologies are essentially two product families: NVLink and Infiniband. NVLink is an interconnect technology that links GPUs within a server, whereas Infiniband links whole servers together. What Nvidia is doing This past weekend, Nvidia announced NVLink Fusion, enabling system manufacturers to integrate NVLink technology in servers that don't contain Nvidia chips. For instance, NVLink Fusion can be used to connect custom ASICs that large cloud companies are designing for themselves. Marvell Technologies (NASDAQ: MRVL) is named by Nvidia as a key partner in the venture. Marvell not only makes custom AI accelerator pieces for the cloud giants' chips, such as Amazon 's Trainium, but also produces various data center interconnect technologies as well. In addition, NVLink Fusion allows for Nvidia GPUs to connect to non-Grace CPUs. For instance, Fujitsu and Qualcomm are attempting to break into the data center CPU segment, and they have also partnered with Nvidia for NVLink Fusion, per the press release, hoping to be included in more Nvidia AI systems. Other partners mentioned in the press release were the electronic design automation software powerhouses Synopsis and Cadence Design Systems, which help chipmakers design chipsets and whole systems, along with other data center connectivity companies. Why is Nvidia doing this? Some may wonder why Nvidia is essentially opening up its NVLink technology to others, given that having a "closed" ecosystem would force customers to buy full Nvidia solutions with Nvidia GPUs and CPUs. So why is Nvidia being so "nice" and "open"? Nvidia already sells a lot of GPUs into systems that don't use its NVLink technology or Infiniband, and recent results show its networking equipment sales badly lagging chip sales. Last quarter, while Nvidia's data center semiconductor revenue was up 116%, its data center networking revenue was actually down 9%. The reason is probably competition from legacy networking technologies that are being updated by the industry for AI. For instance, last year, a consortium of major technology giants teamed up to create UALink, an open-source alternative to NVLink. This comes on top of the Ultra Ethernet Consortium, formed in 2023 by these same companies, which created an ethernet-based alternative to go against Nvidia's Infiniband -- even in Nvidia GPU-based systems. With its networking technologies not being adopted to the extent its GPUs are, Nvidia may be trying to expand its networking addressable market to non-Nvidia systems to boost sales. It may also be a defensive move In addition to expanding the market for networking, Nvidia may also be acknowledging increased adoption of custom-designed AI accelerators versus Nvidia chips. While Nvidia GPUs aren't going away, keep in mind that Nvidia makes roughly a 75% gross margin on extremely expensive chips. When a cloud company designs its own custom AI accelerator, it only has to pay the gross costs to the foundry. So that means cloud companies pay just 25% or so of the cost of an Nvidia chip when they make their own custom chips. While there are extra research and development costs associated with designing one's own chips, because AI accelerators are so expensive and deployed in massive numbers for the latest AI systems, the gross costs vastly outweigh those extra R&D design costs. As a result, ASICs are on the rise. According to The Information Network, the market share for custom ASICs has increased from about 22% in 2023 to a projected 30% in 2025, with GPUs ceding market share from about 72% in 2023 to a projected 65% this year. CPUs and FPGAs make up the remaining 5% or so of AI workloads, according to the analyst. Now, Nvidia should still grow, as the overall AI infrastructure market is still growing by leaps and bounds. However, Nvidia may see a continued market share loss to lower-cost custom ASICs over time. By opening up its NVLink technology, it may therefore still find a way into these cloud giants' systems, leading to incremental revenue opportunities even if ASICs take more share from GPUs. What it means for shareholders Overall, it's probably a good idea for Nvidia to try and gain exposure to cloud giants' ASIC systems, as those systems are likely to gain share over time. However, the new NVLink Fusion offering may serve as a warning to those who anticipate hypergrowth for Nvidia GPUs for a long period, or at least continued hypergrowth at these same margins. While Nvidia does have a first-mover and software advantage currently, cloud giants have the means to invest in their own silicon, and will continue to do so as long as they're able to save tens of billions of dollars doing it. It looks like Nvidia may be acknowledging this reality with NVLink Fusion. Don't miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $351,127!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,106!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $642,582!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon. See the 3 stocks » *Stock Advisor returns as of May 19, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Billy Duberstein and/or his clients have positions in Amazon. The Motley Fool has positions in and recommends Amazon, Cadence Design Systems, Nvidia, Qualcomm, and Synopsys. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy.
Yahoo
12-05-2025
- Business
- Yahoo
Tech Stocks Rally on US-China Trade Deal
Tech stocks popped in premarket trading Monday after news of a tariff reduction between the U.S. and China. Shares of all Magnificent Seven firms rose as the news offered relief to an uncertain market. Shares of chipmakers Marvell Technologies, Broadcom, Intel, and AMD also rose of tech firms surged in premarket trading Monday after the U.S. and China agreed to temporarily slash tariffs while they work out a long term deal. All of the Magnificent Seven stocks—Tesla (TSLA), Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Nvidia (NVDA), and Amazon (AMZN)—advanced along with global indexes on the de-escalation of the trade war with China. The Roundhill Magnificent Seven ETF (MAGS) was up 5% about an hour before the opening bell. Shares of chipmakers Marvell Technologies (MRVL), Broadcom (AVGO), Intel (INTC), and AMD (AMD) also rose sharply. Tech stocks had gotten hammered after President Donald Trump's "Liberation Day" tariff announcement in early April prompted one of the worst stock sell-offs in decades, with Apple shares losing 16% of their value in their worst 2-day stretch since September 2008. Read the original article on Investopedia Sign in to access your portfolio
Yahoo
11-03-2025
- Business
- Yahoo
Marvell Technology Shares Tumble Despite Strong AI Revenue Growth. Is This an Opportunity to Buy the Dip on a Great Stock?
Shares of Marvell Technologies (NASDAQ: MRVL) were plunging following its fiscal 2025 fourth-quarter earnings report, despite the company seeing strong data center and artificial intelligence (AI) revenue growth. The stock is now down more than 40% year to date. Let's take a closer look at the chipmaker's latest report and guidance to see if this sell-off is a good opportunity to buy the stock. Marvell is tied to the data center market as it provides networking chips, connectivity solutions, and data storage controllers. As such, it has been benefiting from the AI infrastructure buildout currently taking place. The company also helps customers design their own custom AI chips and provides some intellectual property around Amazon's custom AI chips. Marvell's strength in this area was seen in Q4, with its data center revenue surging 78% year over year in the quarter to $1.37 billion. The company credited strong demand for its electro-optics products, which are used for high-speed data transmission, and the ramp-up of its custom AI chip program for the strong growth. Data center revenue accounted for 75% of its top line in the quarter. However, overall revenue climbed just 27% to $1.82 billion as other areas of its business saw steep declines. That result was just ahead of the midpoint of management's guidance. It recorded $171 million in enterprise networking revenue, down 35% over year but up 14% from the third quarter. Carrier infrastructure revenue sank 38% to $106 million but also rose 25% sequentially. Marvell said it was seeing a recovery in both of these markets. Consumer revenue, meanwhile, dropped 38% year over year to $89 million, while automobile revenue rose 4% to $86 million. Data Center Networking Carrier Infrastructure Consumer Automobile Total Revenue $1.37 billion $171 million $106 million $89 million $86 million $1.82 billion YOY increase 78% (35%) (38%) (38%) 4% 27% QOQ increase 24% 14% 25% (8%) 3% 20% Data source: Marvell Q4 earnings press release. YOY = year over year. QOQ = quarter on quarter. Adjusted earnings per share (EPS) climbed 30% year over year to $0.60. That was just ahead of the midpoint of management's outlook of $0.59. The company generated operating cash flow of $514 million for the quarter and $1.68 billion for the year, which was a record. Marvell repurchased $200 million in stock in the quarter too. Looking ahead, Marvell guided for fiscal 2026 first-quarter revenue of $1.875 billion, plus or minus 5%, which represents growth of about 60%. It is looking for adjusted EPS of $0.56 to $0.67. Management said it expects AI revenue to "significantly exceed" its prior $2.5 billion target for fiscal 2026. The company's two leading AI custom programs are in high volume production, and its lead AI accelerator customer is currently working on a next-generation chip. Once it completes its sampling and qualification cycles, it will begin ramping production. Revenue from this customer should grow in the current fiscal year and beyond. That next-generation chip is a reference to Amazon's Trainium chip, which has been a growing source of uncertainty for investors. Some analysts have reported the possibility that Marvell is losing its place in the partnership to competition, but management's latest remarks should reassure shareholders for the time being. While Marvell turned in a solid quarter, expectations going into the quarter were high, and the stock's post-earnings sell-off has extended into its third trading day (as of this writing). Marvell now trades at a forward price-to-earnings (P/E) ratio of just 23 times fiscal 2026 estimates. That's a much more reasonable valuation compared to where it was trading as recently as January. Meanwhile, it's seeing strong data center and AI revenue growth, and some of its other more cyclical businesses seem to be recovering. The update surrounding its involvement in Amazon's Trainium chip development was overall positive as well. Macroeconomic uncertainty has only worsened the current sell-off, which looks overdone at this point. With that in mind, investors should consider buying this dip. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $292,207!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $45,326!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $480,568!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of March 10, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. Marvell Technology Shares Tumble Despite Strong AI Revenue Growth. Is This an Opportunity to Buy the Dip on a Great Stock? was originally published by The Motley Fool
CNN
06-03-2025
- Business
- CNN
US stocks slide as tariff uncertainty persists
The rocky week on Wall Street continues. US stocks opened lower Thursday as investors and businesses grappled with the uncertain outlook of President Donald Trump's tariffs, data revealing the extent of recent layoffs and renewed concerns about spending on artificial intelligence. The Dow opened lower by 400 points, or 0.94%. The broader S&P 500 opened 1.34% lower and the Nasdaq Composite was 1.92% lower. Futures tied to the Dow had tumbled in early trading as new economic data showed unease in the labor market. US-based employers last month announced plans to slash 172,017 jobs, a 103% increase from January and the highest February total since 2009, according to Challenger, Gray & Christmas's latest monthly job cuts report. Futures tied to the Nasdaq 100 also fell in early trading as companies focused on the AI trade posted mixed earnings results and guidance for this year. Marvell Technologies (MRVL), a chipmaker, fell 18% in early trading and opened sharply lower. Nvidia (NVDA) and Palantir (PLTR) also slid, dragging the Nasdaq lower. Chinese tech giant Alibaba on Thursday announced its own AI model, challenging upstart DeepSeek as well as OpenAI, raising questions about whether the AI boom in the US is worth the money that is being poured into it. Thursday's decline is a reversal of the rally on Wednesday afternoon, highlighting that investors lack clarity and confidence about the next developments in the brewing trade war between the US and its biggest trading partners. 'For now, tariff-induced inflation amid slower growth could bring the economy dangerously close to stagflation,' said Jeffrey Roach, chief economist at LPL financial, in a note Wednesday. Investors will be closely attuned to the government's monthly jobs report Friday, set to be released by the Bureau of Labor Statistics at 8:30 a.m. ET. and giving investors more insight about how the economy is doing. 'Extreme fear' has been the sentiment driving investors for the past week, according to CNN's Fear and Greed Index. This is a developing story and will be updated.
