Home Stock Ideas Long Ideas Tech  Summary Marvell expects fiscal 2027 revenue near $11 billion, driven by accelerating hyperscaler AI infrastructure and optical interconnect demand. Management raised interconnect growth outlook to 50%, signaling optics demand increasingly tracks accelerator deployment rather than generic cloud spending. Nvidia's NVLink partnership reduced integration concerns around custom silicon, strengthening Marvell's strategic role inside heterogeneous AI infrastructure ecosystems. Celestial AI and Polariton acquisitions position MRVL for optical scale-up networking and future 3.2T photonics transitions beyond traditional DSP markets. alacatr/iStock via Getty Images Marvell Technology, Inc. ( MRVL ) is transforming itself into something beyond an AI accelerator chip provider. The market still doesn 't appreciate Marvell 's importance as the connectivity fabric underlying hyperscaler AI platforms.…