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    {
      "slug": "hyperscaler-custom-accelerators",
      "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip",
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators",
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      "role": "Entered the Google commercial agreement and disclosed custom-silicon revenue targets and shipments.",
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      "id": 1879,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1879",
      "date": "2026-10-06",
      "date_precision": "day",
      "title": "Marvell says it ships custom silicon to four U.S. hyperscalers",
      "summary": "Marvell Technology, Inc. said it was shipping custom silicon to all four U.S. hyperscalers. It said fiscal-2026 custom silicon was an approximately $1.5 billion business and described XPU attach across networking, memory, storage, infrastructure management, and inference acceleration.",
      "type": "shipment",
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        "Marvell Technology, Inc."
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          "outlet": "StockAnalysis, transcript of Marvell Investor Day",
          "published": "2026-10-06",
          "quote": "“We have already announced multiple large strategic agreements around these opportunities, and today we are shipping custom silicon to all four U.S. hyperscalers.”"
        },
        {
          "url": "https://quartr.com/events/marvell-technology-inc-mrvl-investor-day-2026_3Yyakqd6",
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          "published": "2026-10-06",
          "quote": "“FY26 custom silicon was a ~$1.5B business, shipping to all four U.S. hyperscalers; XPU attach spans networking, memory, storage, infrastructure management and inference acceleration.”"
        }
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      "date": "2026-10-06",
      "date_precision": "day",
      "title": "Marvell raises fiscal-2029 custom-revenue target above $12 billion",
      "summary": "Marvell Technology, Inc. raised its fiscal-2029 custom-revenue target to more than $12 billion, above its prior target of more than $10 billion. Marvell said the target would more than triple fiscal-2028 custom revenue and cited broader XPU-attach wins.",
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          "published": "2026-10-06",
          "quote": "“We now expect custom revenue in FY 2029 to more than triple from FY 2028, reaching more than $12 billion and putting us well above our prior $10 billion target.”"
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          "url": "https://quartr.com/events/marvell-technology-inc-mrvl-investor-day-2026_3Yyakqd6",
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          "published": "2026-10-06",
          "quote": "“Custom revenue expected to exceed $12B in FY29, more than tripling from FY28 and exceeding the prior >$10B target; broader XPU attach wins drove the increase.”"
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      "date": "2026-07-29",
      "date_precision": "day",
      "title": "Marvell and Google enter custom-semiconductor agreement",
      "summary": "Marvell Technology, Inc. and Google LLC entered a commercial agreement for Marvell's development of custom semiconductor products for Google. The agreement relates to Google's TPU ecosystem.",
      "type": "regulatory",
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          "outlet": "Marvell Technology Form 8-K / SEC",
          "published": "2026-08-19",
          "quote": "“On July 29, 2026, Marvell Technology, Inc. (the “Company”) and Google LLC (“Google”) entered into a commercial agreement relating to the Company’s development of custom semiconductor products to Google (the “Custom Products”).”"
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