Guidance raised to roughly $12 billion in fiscal 2027 and approximately $18 billion in fiscal 2028.
Data center growth guidance lifted to about 60% in fiscal 2027 and more than 60% in fiscal 2028.
Expanded commercial agreement and warrant with a key hyperscaler, identified in Q&A as Google, covering custom inference accelerators and XPU-attach products, with the larger incremental revenue effect expected from fiscal 2029.
Scale-up optics opportunity, spanning Celestial AI CPO photonic fabric and Marvell NPO light engines, is expected to ramp sharply in fiscal 2028 after the company increased its outlook.
A new Tier 1 hyperscaler XPU program is moving into volume production in fiscal 2028, with firm requirements already in place for the full year.
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