Marvell Pivots To AI Silicon, Looks Poised To Profit
Compute Marvell Pivots To AI Silicon, Looks Poised To Profit It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to…
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Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
CONNECT Custom Compute Engine Biz Growing More Than Marvell Ever Hoped When we look back on it several years from now, three acquisitions will have been key in making Marvell a datacenter…
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
CONNECT The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion $2 billion here, $2 billion there, $2 billion everywhere and pretty soon it starts adding up…
Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time
…And later in March, Nvidia inked a similar $2 billion deal with Marvell to add NVLink Fusion ports to custom accelerators , but we think there is a chance that some CPO technology…
Eridu Cuts To The AI Networking Chase With High Radix Switch System
…Hassen has deep experience managing divisions and groups at International Rectifier, Marvell, and Broadcom going back to the end of the Dot Com boom. Capuano has been on the marketing and sales…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…And we think that Anthropic will work with Marvell and Alchip, the chip shepherds that the Annapurna Labs division of AWS uses to get Trainium XPUs, Graviton CPUs, and Nitro DPUs into…
Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems
…Alchip Technologies, which is a complex chip shepherd like Broadcom and Marvell and a partner of Ayar Labs, also kicked in money for the Series E round, as did ARK Invest, Insight…
Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching
…But, when it got into a spat with activist investor Starboard Value when the networking company refused the advances of Marvell to acquire it in 2017, its optical transceiver dreams were dashed…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…It is hard to say whose Ethernet ASICs might be used, but it won’t be Nvidia’s and it might not be Broadcom’s, so that leaves Cisco Systems’ or Marvell…
Riding The Memory Boom And Trying To Avoid The Bust
…It could be Marvell, which will buy a much smaller volume of HBM memory compared to Nvidia and probably AMD, too, through its chip shepherding work for Microsoft and Amazon Web Services…