According to CoinMeta, the stock price of Marvell Technology fell by more than 8% after the financial report was released. Although the company reported second-quarter financial results that exceeded expectations, investors are focused on the timing of future revenue related to its agreement with Google's AI chips. Marvell also raised its long-term outlook, estimating revenue for the 2027 fiscal year to be around $12 billion, an increase of about 45% from the previous $11.5 billion, and revenue for the 2028 fiscal year is expected to reach around $18 billion, up from the previous $16.5 billion. Management stated that orders related to AI remain strong, and custom chip revenue is expected to accelerate growth in the second half of the current fiscal year. Despite Marvell delivering strong results and raising its outlook, the market hopes for faster returns from the Google agreement. This drop in stock price is more of an adjustment to extremely high expectations rather than a rejection of Marvell AI's growth story.