Part 11/15:
Its recent focus on custom AI chips for hyperscalers like Amazon and Microsoft has yielded a 69% year-over-year increase in data center revenue, making it nearly three-quarters of its total sales. Marvel’s pipeline of over 50 new opportunities, valued at an estimated $75 billion, underscores the enormous potential ahead. Its improved margins and expanding market share reflect operational leverage gaining force as the AI infrastructure scale grows exponentially.