Marvell Technology
MRVLQ1 2023(MRVL Q4 FY2023)Estimated7% AI
AI Revenue %
7%
AI Fair Value
$3.0B
AI Revenue (Q)
$99.3M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full-year FY2023 Data Center revenue was $2,408.8M out of $5,919.6M total. 9-month DC was $1,911.2M (from Q3 filing). Q4 FY2023 DC = $2,408.8M - $1,911.2M = $497.6M. Q4 total = $5,919.6M - $4,501.1M = $1,418.5M. DC fell sharply to 35% of revenue this quarter as cloud spending cooled. Estimating ~20% of DC was AI-related: $497.6M x 0.20 = $99.5M. $99.5M / $1,418.5M = 7.0%. No AI-specific disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Data center... $2,408.8 41% [FY2023 full year]
10-K for fiscal year ended Jan 28, 2023, revenue by end market (as restated in FY2025 10-K)
Total $5,919.6 [FY2023]
10-K for fiscal year ended Jan 28, 2023
AI Products Identified (Ring 1)
Cloud-optimized ASICsPAM4 DSPsElectro-optics
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