Marvell Demonstrates Industry-Leading 3nm PCIe Gen 7 Connectivity for Accelerated Infrastructure at OCP 2024

Rhea-AI Summary

Marvell Technology (NASDAQ: MRVL) demonstrates its industry-leading 3nm PCIe Gen 7 connectivity at the OCP Global Summit, extending its PAM4 technology leadership. PCIe Gen 7 doubles data transfer speeds, enabling continued scaling of compute fabrics for AI and accelerated infrastructure. Marvell's comprehensive interconnect portfolio addresses high-bandwidth optical and copper connections in AI data centers.

Key points:

• PCIe Gen 7 operates at 128 GT/s per lane, supporting AI and ML workload scaling
• Marvell's 3nm fabrication technology enables lower power consumption with superior reach and link margins
• The company's PAM4 SerDes technology leadership extends to PCIe, CXL, and proprietary compute fabric links
• Marvell introduced the industry's first 1.6T PAM4 DSP in 2023

Positive

• Demonstration of industry-leading 3nm PCIe Gen 7 connectivity technology
• Extension of PAM4 technology leadership into PCIe, CXL, and compute fabric links
• Development of comprehensive interconnect portfolio for AI data centers
• Introduction of the industry's first 1.6T PAM4 DSP in 2023

Negative

• None.

Insights

Tech Expert

Marvell's demonstration of 3nm PCIe Gen 7 connectivity represents a significant leap in data center infrastructure technology. This advancement is important for several reasons:

• It doubles data transfer speeds compared to previous generations, which is essential for handling the exponential growth in AI workloads.
• The use of PAM4 modulation in PCIe Gen 6 and 7 builds on Marvell's decade-long expertise in this area, giving them a competitive edge.
• The 3nm fabrication technology allows for lower power consumption while maintaining high performance, addressing the critical issue of energy efficiency in data centers.

For investors, this positions Marvell strongly in the rapidly growing AI infrastructure market. The company's comprehensive interconnect portfolio could lead to increased market share and revenue growth as data centers upgrade to meet AI demands. However, the impact will depend on Marvell's ability to commercialize this technology and compete with other players in the space.

Market Research Analyst

Marvell's PCIe Gen 7 technology aligns perfectly with current market trends:

• AI model complexity is doubling every six months, driving demand for faster interconnects.
• The $300 billion data center market is rapidly evolving to support AI workloads.
• Cloud providers are increasingly customizing their infrastructure, benefiting companies like Marvell that offer flexible solutions.

This development could significantly impact Marvell's market position. With a $66.45 billion market cap, Marvell is well-positioned to capitalize on the AI infrastructure boom. Investors should watch for:

• Adoption rates among major cloud providers
• Revenue growth in Marvell's data center segment
• Partnerships or design wins with AI hardware manufacturers

While the long-term outlook is positive, short-term stock performance may depend on the speed of market adoption and Marvell's ability to convert this technological lead into financial results.

Extends PAM4 Connectivity Leadership to Scale Next Generation AI Server Compute Fabrics

SANTA CLARA, Calif., Oct. 15, 2024 /PRNewswire/ -- OCP Global Summit – Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, demonstrates its industry-leading 3nm PCIe Gen 7 connectivity at the OCP Global Summit, October 15-17, at the San Jose Convention Center.  PCIe Gen 7 doubles data transfer speeds, enabling continued scaling of compute fabrics inside accelerated server platforms, general-purpose servers, CXL systems and disaggregated infrastructure. Building on its widely deployed PAM4 technology and utilizing its industry-leading accelerated infrastructure silicon platform, Marvell has developed the industry's most comprehensive interconnect portfolio addressing all high-bandwidth optical and copper connections in AI data centers. This innovative portfolio empowers cloud data center operators to optimize their infrastructure for their specific architectures and workloads to meet the exponential demands of AI.

Marvell pioneered PAM4 technology over a decade ago and leads the industry in PAM4 interconnect shipments. Today, most of the optical interconnects used in data center backend and frontend networks are based on PAM4 technology. As compared to PCIe Gen 5, which was based on NRZ modulation, PCIe Gen 6 and 7 require the use of PAM4 modulation. With its recent PCIe Gen 6 retimer announcement and this PCIe Gen 7 demonstration, Marvell extends its industry-leading PAM4-based optical and copper interconnect portfolio beyond Ethernet and InfiniBand into copper and optical PCIe, CXL and proprietary compute fabric links.

The increasing performance of processors and accelerators combined with the growing size of AI clusters is prompting the need for greater bandwidth speed and capacity. PCIe Gen 7 will enable larger volumes of data to be exchanged between processors to reduce the cost, time and energy required for training or inference. PCIe is the industry standard for inside-server-system connections between CPUs, GPUs, AI accelerators, and other server components. AI models are doubling their computation requirements every six months and are now the primary driver of the PCIe roadmap, with PCIe Gen 7 becoming a requirement.

"AI workloads are driving the evolution of server interconnects, and our PCIe Gen 7 technology is engineered to meet the performance and scalability needs of next-generation AI data centers," said Venu Balasubramonian, vice president of product marketing, Connectivity Business Unit at Marvell. "Our leadership in PAM4 SerDes technology in advanced process nodes enables us to deliver superior performance, low latency, and industry-leading performance, power and latency, providing a critical foundation for accelerated infrastructure."

PCIe Gen 7, operating at 128 gigatransfers per second (GT/s) per lane, enables AI and ML workloads to scale across compute fabrics. It delivers the high performance, low latency, and energy efficiency needed to power next-generation AI clusters, high-performance computing (HPC) systems, and cloud data centers.

Marvell PCIe Gen 7 SerDes is designed using 3nm fabrication technology enabling lower power consumption while delivering superior reach and link margins, that are critical for emerging AI super clusters. SerDes and parallel interconnects serve as high-speed pathways for exchanging data between chips. A rack in a hyperscale data center can contain up to tens of thousands of SerDes links.

Extending PAM4 Leadership
Leveraging its PAM4 SerDes technology leadership and its comprehensive data infrastructure IP, Marvell has created a state-of-the-art connectivity platform that enables leading cloud data center operators to optimize their infrastructure for their unique architectures and workloads. In 2023, Marvell introduced the Marvell^® Nova DSP, the industry's first 1.6T PAM4 DSP. Marvell has also introduced integrated PAM4 DSPs (Marvell^® Perseus)  and DSPs optimized for efficiency (Marvell^® Spica Gen2-T) to serve the broadening spectrum of cloud data center link types and use cases. PAM4 technology is also the foundation of the Marvell^® Alaska^® A DSP chips optimized for active electrical cable (AEC) applications.

Marvell at the 2024 OCP Global Summit
Join Marvell in booth B1 at the 2024 OCP Global Summit, October 15-17, in San Jose, California.  

About Marvell
To deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process and secure the world's data with semiconductor solutions designed for our customers' current needs and future ambitions. Through a process of deep collaboration and transparency, we're ultimately changing the way tomorrow's enterprise, cloud, automotive, and carrier architectures transform—for the better.

Marvell and the M logo are trademarks of Marvell or its affiliates. Please visit www.marvell.com for a complete list of Marvell trademarks. Other names and brands may be claimed as the property of others.

This press release contains forward-looking statements within the meaning of the federal securities laws that involve risks and uncertainties. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future events, results or achievements. Actual events, results or achievements may differ materially from those contemplated in this press release. Forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions that are difficult to predict, including those described in the "Risk Factors" section of our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and other documents filed by us from time to time with the SEC. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and no person assumes any obligation to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise.

For further information, contact:
Kim Markle
pr@marvell.com

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SOURCE Marvell

FAQ

What is Marvell demonstrating at the OCP Global Summit 2024?

Marvell (MRVL) is demonstrating its industry-leading 3nm PCIe Gen 7 connectivity technology at the OCP Global Summit 2024.

What are the benefits of Marvell's PCIe Gen 7 technology for AI workloads?

Marvell's PCIe Gen 7 technology operates at 128 GT/s per lane, enabling AI and ML workloads to scale across compute fabrics with high performance, low latency, and energy efficiency.

How does Marvell's 3nm fabrication technology improve PCIe Gen 7 performance?

Marvell's 3nm fabrication technology for PCIe Gen 7 SerDes enables lower power consumption while delivering superior reach and link margins, critical for emerging AI super clusters.

What PAM4 technology advancements has Marvell (MRVL) made recently?

In 2023, Marvell introduced the Nova DSP, the industry's first 1.6T PAM4 DSP, and has also developed integrated PAM4 DSPs (Perseus) and DSPs optimized for efficiency (Spica Gen2-T).