Marvell Technology
MRVLQ2 2022(MRVL Q1 FY2023)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$3.2B
AI Revenue (Q)
$105.7M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center revenue was $643.4M (42% of $1,516.9M total). However, the vast majority of Data Center revenue in this period was traditional cloud switching, storage controllers, and early-stage hyperscaler interconnects. AI-specific products (custom ASICs, PAM4 DSPs for AI networking) were nascent. Conservatively estimating ~20% of Data Center revenue was AI-related: $643.4M x 0.20 = $128.7M. $128.7M / $1,516.9M = 8.5%, rounded down to 8%. No AI-specific disclosure in the filing.
Analyzed by claude-opus-4-6
Quoted Figures
Data center $643.4 42%
Note 3 Revenue, net revenue disaggregated by end market, 10-Q for Q ended Jul 30, 2022
Net revenue $1,516.9
Condensed Consolidated Statements of Operations, 10-Q for Q ended Jul 30, 2022
AI Products Identified (Ring 1)
Cloud-optimized ASICsPAM4 DSPsElectro-optics for data center interconnect
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Enterprise networking switchesCarrier infrastructureStorage controllers (non-AI)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix