---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000247929.md"
description: "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"
datetime: "2025-09-25T08:31:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000247929.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000247929.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000247929.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Marvell incremental latest (JPM event) - Sees no 2…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**