Marvell Technology (MRVL) Forms Cloud Security Alliance After New CXL And Connectivity Launches

Marvell Technology (NasdaqGS:MRVL) introduced six channel CXL memory expander products aimed at AI and cloud data center workloads. The company announced new high speed copper connectivity solutions, including Alaska E 3.2T and Alaska A 1.6T DSP devices, for data center links. Marvell helped form a new Open Compute Project working group with Microsoft and Oracle to define server level silicon security standards. The launch of CXL memory expanders, Alaska connectivity products, and the new OCP security group deserves weighing against the rest of our view. Take a look at 2 warning signs we have identified for Marvell Technology.