Marvell Technology (NASDAQ: MRVL) is becoming a key backbone of AI data centers, and the Celestial AI deal adds photonic “fabric” tech that can accelerate the shift from copper to optical as scale-up spreads across racks. The upside is real if data center growth stays strong and new platforms like optical interconnects and advanced power delivery expand, but competition can cap share gains.
Stock prices used were the market prices of Dec. 6, 2025. The video was published on Dec. 13, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
