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Marvell DCI (data center interconnect) business expanding supply to all five major US hyperscalers; industry DCI TAM forecast to grow 5x by calendar 2030 with coherent 1.6T and 2nm DSP enablement
Matt Murphy· Marvell Technology· AI· 2026-05-22· about Marvell Technology (MRVL)
“we expect to supply DCI modules to all five major US hyperscalers... Industry forecasts project the DCI pluggable TAM to grow by more than five times by calendar 2030 with speeds doubling each generation and feature complexity increasing, including the integration of Maxac... we announced our latest innovations in scale across interconnects, including the industry's first secure 1.6T 6T ZR and ZR plus DCI modules powered by our new T 2nmter coherent DSP”
Why it matters
Marvell is winning placement across all top-5 hyperscalers for long-distance interconnect products, and the market is forecast to grow 5x by 2030. This signals a major expansion in inter-datacenter fiber optics infrastructure capex.
Investment implication
Suppliers of coherent optics components (lasers, photodiodes, modulators), 2nm DSP chiplets, optical test equipment, and fiber infrastructure will see accelerated demand. Marvell's 2nm DSP manufacturing will require TSMC capacity; optical component makers will see strong order growth.