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AI Market · Forecast desk · hit · networking

60% · hit

A second of (Marvell, Credo) cites a 1.6T or co-packaged-optics production design win by August 31, 2026, joining Broadcom's Tomahawk 6.

Outcome

hitcalled at 60%resolved September 1, 2026brier contribution 0.160

Marvell's Aug 31 Q2 FY27 earnings call cited secured design wins and a rapidly ramping 1.6T optical-DSP business, joining Broadcom's Tomahawk 6 as the second named vendor with a production-scale 1.6T win disclosure before Aug 31.

Evidence: https://www.fool.com/earnings/call-transcripts/2026/08/31/marvell-mrvl-q2-2027-earnings-call-transcript/