The AI infrastructure trade may be getting bigger again. That was one of the clearest messages coming out of Marvell Technology, Inc‘s (NASDAQ:MRVL) quarterly earnings call, where management argued that the rise of "agentic AI" could create another major wave of infrastructure spending across networking, interconnects and memory systems.
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"We expect the emergence of Agentic AI to further supercharge demand," CEO Matt Murphy said.
The company believes the next phase of AI won't simply involve larger models — but AI systems increasingly interacting with other AI systems across sprawling clusters and workflows.
And according to Marvell, that dramatically changes infrastructure requirements.
