Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO), the company delivered guidance that exceeded Wall Street expectations, causing a notable post-earnings stock surge. During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith examined Marvell's role in custom accelerators, interconnects, and strategic acquisitions, which provide exposure to high-growth sectors like AI and data infrastructure.