Marvell Technology: FY26 Q2 earnings call, Aug 28, 2025
No Kalshi or Polymarket word markets were listed for Marvell Technology’s Aug 28, 2025 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…demands of training and inference workloads. Marvell's multigenerational custom engagements with the hyperscalers gives us unique visibility into upcoming XPU architectures, enabling us to design…
…center interconnect business also continues to expand with adoption proliferating across large hyperscalers. Collectively, the custom and electro-optics product lines I just described, now account…
…And ultimately, we're seeing that across XPU, XPU attach, emerging and existing hyperscalers. And I should say that even since our event in June, where…
…we're chasing now are much, much larger than that, just as these hyperscalers build out these rack scale infrastructure. So -- and yes, since June,…
…garner new incremental business from really across the board, the traditional big hyperscalers as well as the emerging generation. So that's -- hopefully, that's helpful.
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