Marvell Technology (MRVL) is a fabless semiconductor giant with a broad product portfolio. It spans computing, including custom AI chips, optics, networking, storage, and security.

The company’s major source of revenue is data centers, and in Q4, 74% of revenues came from that market. The rest of the revenue comes from end markets classified by the company as “communications” and “other.”

Unsurprisingly, the key driver of the stock is artificial intelligence. Marvell’s most important products are its custom AI accelerators, XPUs, and data center interconnect (DCI) modules.

The company reported its Q4 earnings on March 5. The stock closed 18.35% higher at $89.57 on the next day, according to Yahoo Finance.

The earnings…