TAIPEI – Marvell CEO Matt Murphy touted the firm's connectivity business in a keynote speech for Computex 2026.
Murphy claimed data center connectivity represented the "vast majority" of its revenue, from "high speed optical interconnect inside the data center to long reach optics between data centers, high speed switching infrastructure."
"When we started this journey, data centers represented less than 10% of our revenue, and we bet the farm on it. Last quarter, it was 75% of our revenue and growing very rapidly," Murphy added.
The Marvell leader was joined by another CEO in the form of Nvidia's Jensen Huang, who told the Computex crowd: "This is the next trillion-dollar company, ladies and gentlemen." Nvidia invested $2 billion into Marvell earlier this year.
Marvell's Computex presence coincided with the launch of the Marvell Teralynx T100, a 102.4 terabit per second (Tb/s) switch customized for AI and cloud data center infrastructure and "specifically designed for AI data centers with the industry's lowest power," Murphy claimed.
The switch reportedly runs at under 1,000 watts of typical power and delivers up to 25% lower power than competing solutions, while supporting AI training and inference workloads in racks that are approaching 120 kilowatts.
Built on a 3-nanometer process with a monolithic design, the T100 supports up to a 512-port radix and is designed for both scale-out and scale-up fabrics. It is available in ball grid array, co-packaged copper, and co-packaged optics configurations, and includes an advanced low-power serializer/deserializer architecture, integrated telemetry, AI-native congestion control, and proprietary traffic-management logic.
Marvell also claimed the switch supports Ethernet Scale-Up Networking and the latest Ultra Ethernet Consortium (UEC) requirements, and comes with a software toolkit, Switch Abstraction Interface support, and the Software for Open Networking in the Cloud (SONiC) operating system.
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