Marvell Technology expects a revenue boost as Amazon begins selling Trainium AI chips to third-party data centers. Marvell serves as the primary design and manufacturing partner for the Trainium line.
Amazon previously reserved these chips exclusively for Amazon Web Services (AWS). This strategic shift connects Marvell to the broader AI infrastructure market beyond a single cloud provider.
The expansion allows Marvell to capture rising demand for custom AI hardware and networking platforms. This move creates a new revenue stream within the integrated Amazon ecosystem.