Maxlinear Inc

Maxlinear Inc is shifting into AI data centres, which, as we all know, is where a lot of growth is happening.

Latest earnings were very strong, revenue came in around $137M, up about 43% year on year, beating expectations on profit. The biggest driver was their AI and data centre section of the business, which grew over 100% and is now a major part of the business. Even more important, they guided the next quarter to around $160M to $170M, which shows demand is picking up quickly.

Maxlinear Inc (MXL) are not competing directly with NVIDIA (NVDA), but they provide the chips that move data between AI systems, so they benefit from the whole AI boom. They also just launched a new high-speed chip for next-generation data centres, which supports the long-term growth story. It is still a much smaller company compared to Marvell Technology (MRVL) and Broadcom (AVGO), so if they keep executing there is more room to run. Overall, strong earnings, strong guidance, and real exposure to AI infrastructure make this one worth watching for further upside.

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