Marvell Technology, Inc. (MRVL.US) has launched new AI memory products, creating a multi-rack fiber-sharing architecture and ushering in a new cycle for storage infrastructure.

Notably, Marvell Technology, Inc. (MRVL.US) saw its stock price surge approximately 11% on Tuesday after the company announced the launch of new products that cover its AI memory infrastructure portfolio. The company stated that the new Marvell Bravera and Photonic Fabric architecture leverage Marvell's Structera CXL memory technology, positioning it at the forefront of AI storage, rack-level memory expansion and pooling, as well as pod-level optical shared memory. Marvell Technology, Inc. pointed out that the Bravera SC6 PCIe 6.0 SSD controller chip enhances storage performance for AI inference, enabling more key-value caches (KV cache) to migrate from high bandwidth memory (HBM) to SSDs, thereby improving infrastructure efficiency. Key-value (KV) caching is a memory acceleration technology used for large language models (LLM), designed to speed up text generation and avoid redundant computations. The company noted that the performance of Bravera SC6 has doubled compared to the Bravera SC5 PCIe 5.0 SSD controller chip, helping cloud service providers support AI, cloud, and enterprise workloads while enhancing performance, reducing write amplification, and extending the lifespan of NAND. The Bravera SC6 PCIe 6.0 SSD controller chip is expected to commence sampling in the fourth quarter of 2026. Additionally, the company indicated that Marvell's photonic architecture memory modules, photonic architecture network interface cards (NIC), and photonic architecture chiplets are fundamental elements for building a multi-rack optical shared memory architecture for AI inference.