Marvell Technology
MRVLQ3 2022(MRVL Q2 FY2023)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$3.3B
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 $627.3M (41% of $1,537.3M total). Similar to Q1, AI-specific data center products were a small fraction of the data center end market. Estimating ~20% of DC as AI-related: $627.3M x 0.20 = $125.5M. $125.5M / $1,537.3M = 8.2%, rounded down to 8%. No AI-specific disclosure in filing.
Analyzed by claude-opus-4-6
Quoted Figures
Data center $627.3 41%
Note 3 Revenue, net revenue disaggregated by end market, 10-Q for Q ended Oct 29, 2022
Net revenue $1,537.3
Condensed Consolidated Statements of Operations, 10-Q for Q ended Oct 29, 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