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Marvell Computex 2026 Keynote Live Coverage

… Particularly for the high-margin data center. Less than 10% of Marvell’s revenue 10 years ago was coming from the data center. And so Murphy bet the future of Marvell on data centers and data infrastructure. …

Jun 2, 2026 · Ryan Smith

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AMD Advancing AI 2026 Keynote Live Coverage

… What does OpenAI need from AMD? “I need more compute more quickly.” “At least he’s consistent.” Katti believes it’s a systems problem at a data center scale. The whole data center will be a system going forward. …

Jul 23, 2026 · Ryan Smith