Amazon’s AWS Growth and 50% Interconnect Revenue Boost via Marvell Partnership
Marvell’s Q4 data-center bookings hit 1.6T, with interconnect revenue expected to grow over 50% in fiscal 2027 as Amazon deepens its commitments to 1.6T solutions. Rockland Trust VP Michael Sayers cites Amazon’s AWS segment expansion as a key catalyst for its shares.
1. Marvell Partnership Strengthens Amazon’s Data Center Infrastructure
Marvell’s Q4 earnings revealed bookings of 1.6T interconnect solutions, entering production in Q4 2026, with hyperscalers including Amazon committing to these high-speed modules. Management forecasts interconnect revenue growth exceeding 50% year-over-year in fiscal 2027 as Amazon integrates 1.6 terabit-per-second optical and electrical technologies into its data centers.
2. Portfolio Manager Highlights AWS Growth as Stock Catalyst
Michael Sayers of Rockland Trust identifies Amazon’s accelerating AWS segment expansion as a primary growth driver for the share price. He emphasizes robust cloud revenue momentum and infrastructure investments that underpin AWS’s market leadership and support the company’s valuation outlook.