The Bull Case For Marvell Technology (MRVL) Could Change Following Microsoft Expanding Azure Security Partnership

On August 18, 2025, Microsoft announced that it has selected Marvell Technology's LiquidSecurity hardware security modules (HSMs) to power its Azure Cloud HSM service, expanding their existing collaboration on security infrastructure for Azure. This partnership broadens Marvell's role with Microsoft and underlines the industry's shift toward high-performance, energy-efficient cloud-based security hardware as demand for HSM-as-a-service grows. We'll explore how Marvell's expanded partnership...