How Matt Murphy Made Marvell Essential to AI and Cloud

Grit

Matt Murphy transformed Marvell from a broad-based chip supplier into a $100B data infrastructure leader—powering the rise of AI, cloud, 5G, and custom silicon.

On this week’s Grit, the Marvell CEO shares how he refocused the company’s strategy, led major acquisitions like Inphi ($10B) and Cavium ($6B), and positioned Marvell at the center of the next era of compute.

He also reflects on lessons from his father, a longtime CEO, the discipline of running 90 miles a week, and how staying steady through industry cycles has set him apart.

Chapters:
00:00 Trailer
00:47 Introduction
03:00 Huge company, taking the long view
10:28 Market cap shift to big tech
14:44 The data infrastructure opportunity
20:30 Massive economic opportunity
31:33 Semiconductor industry and geopolitics
40:46 Taiwan and Moore’s Law
44:05 Getting hammered down 50%
47:05 Silicon Valley
51:15 All in despite risks
55:37 The CEO checkbox
1:01:22 Email from Matt, subject: Grit
1:07:35 The higher you go
1:15:44 Who Marvell is hiring
1:20:14 What “grit” means to Matt
1:24:40 Outro

Mentioned in this episode: Jim Cramer, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Maxim Integrated, Mattel, Inc., Cisco Systems, Inc, Juniper Networks, Meta Platforms, Amazon.com, Inc., Cavium, Inc., Inphi Corporation, Aquantia Corporation, Mellanox Technologies, Nvidia Corporation, Microsoft Corporation, OpenAI, Anthropic, John Chambers, Facebook, Spotify, Airbnb, Google, Barack Obama, Ronald Reagan, Donald Trump, Intel Corporation, Robert Norton Noyce, Gordon Moore, Advanced Micro Devices, Inc. (AMD), Andrew "Andy" Stephen Grove, Bloomberg, Intuit Inc., Lip-Bu Tan, Sehat Sutardja, Whay S. Lee, Starboard Value, Rick Hill, Novellus Systems, Inc., Michael Strachan, Deloitte & Touche LLP, Apple Inc., Steve Jobs, Chris Koopmans

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