Marvell Technology: FY26 Q1 earnings call, May 29, 2025

No Kalshi or Polymarket word markets were listed for Marvell Technology’s May 29, 2025 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Nvidia”; 5 quoted, at least 25 words apart.

Matt Murphycompanyprepared

…new additions to our custom platform. First, we announced the partnership with NVIDIA, adding their NVLink fusion technology to our expanding custom platform. Marvell custom…

Tore Svanberganalystqa

…there. And maybe related to that, you know, how this relationship with NVIDIA is gonna, you know, work out. Sure there's a lot you can't…

Matt Murphycompanyqa

…standpoint, there is a complementary role for custom even as acknowledged by NVIDIA. Who, you know, can leverage sort of the R&D investment they've already…

Matt Murphycompanyqa

…in just even recently as yesterday, you see strong numbers out of NVIDIA and other announcements leading up to that. But we see the AI…

Quinn Boltonanalystqa

Got it. The second question is just a follow-up on the NVIDIA Fusion. Are you guys is NVIDIA sort of open up their NDLink and…

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