Marvell Technology, Inc. (MRVL) Barclays 23rd Annual Global Technology Conference December 10, 2025 2:00 PM EST
Company Participants
Christopher Koopmans – President & COO
Ashish Saran – Senior Vice President of Investor Relations
Conference Call Participants
Thomas O’Malley – Barclays Bank PLC, Research Division
Presentation
Thomas O’Malley
Barclays Bank PLC, Research Division
All right. Welcome back to the Barclays Global Tech Conference. We have Chris Koopmans and Ashish Saran from Marvell. Thank you very much for joining.
Christopher Koopmans
President & COO
Thanks, Tom.
Question-and-Answer Session
Thomas O’Malley
Barclays Bank PLC, Research Division
Why don’t we start off with the big question that I’m sure you’re getting asked in a lot of meetings, $3 trillion of announced spend, the ability to deploy the spend in question, are we in a bubble, et cetera, et cetera. You guys are increasingly one of the largest providers of AI silicon in the world. How do you feel about this trend? Are we in the early stages of a long investment cycle? Are we going too fast? Any comments there would super helpful.
Christopher Koopmans
President & COO
Sure. I’ll start then maybe Ashish can add. So first of all — of course, we’re in the early stages of a long investment cycle. I mean this — how you can tell that is the number one, we’re constantly being asked to go faster constantly. And we’re not able to deliver enough computing power for what the workloads are trying to do today. And so the whole industry is scrambling to build higher speed I/O, faster compute, faster acceleration to solve these big problems that aren’t there yet, and you’re seeing architectural explosion across the board as well.
So ultimately, I think if you took and said, hey, from 2022 from the launch of ChatGPT, that’s probably the beginning of
