Amid 'Jensanity', Nvidia signals plans to keep AI crown
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 23 2025
0mins
Should l Buy MRVL?
Source: Reuters
Nvidia's Strategic Moves: CEO Jensen Huang emphasized Nvidia's commitment to expanding its AI infrastructure globally, despite concerns over reduced spending from cloud giants and U.S. trade restrictions impacting market share in China. The introduction of NVLink Fusion technology aims to attract companies to build custom chips on Nvidia's platform, potentially driving demand for their AI network components.
Taiwan's Tech Ecosystem Support: Huang's visit to Taiwan highlighted the strong collaboration between Nvidia and local tech firms, essential for developing complex AI systems. Taiwanese companies play a crucial role in supplying components and manufacturing expertise, which supports Nvidia's growth strategy and recent deals in the Gulf region.
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Analyst Views on MRVL
Wall Street analysts forecast MRVL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MRVL is 120.12 USD with a low forecast of 85.00 USD and a high forecast of 156.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
22 Buy
8 Hold
0 Sell
Moderate Buy
Current: 80.280
Low
85.00
Averages
120.12
High
156.00
Current: 80.280
Low
85.00
Averages
120.12
High
156.00
About MRVL
Marvell Technology, Inc., together with its subsidiaries, is a supplier of data infrastructure semiconductor solutions, spanning the data center core to network edge. The Company is engaged in the design, development, and sale of integrated circuits. Its product solutions serve various end markets: data center, enterprise networking, carrier infrastructure, consumer, and industrial. Its product offerings include CXL, Data Processing Units, Security Solutions, Coherent DSPs, Coherent-lite DSPs, Data Center Switches, DCI Optical Modules, Enterprise Switches, Ethernet Controllers, Ethernet PHYs, PCIe Retimers, Linear Drivers, PAM DSPs, Transimpedance Amplifiers, Fiber Channel, HDD, Storage Accelerators, and SSD Controllers. The Company develops semiconductor solutions tailored to individual customer specifications that deliver system-level differentiation for artificial intelligence, data center, compute, networking, carrier, storage, aerospace, and defense applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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