Excellent weekly roundup! Marvell's $3.25B acquisition of Celestial AI is particularly noteworthy. The photonics play signals they're serious about next-gen datacenter interconnects, especially as bandwidth demands from AI workloads keep pushing conventional electronics to their limits. Optical computing at the chip level isnt justa marginal improvement, it could fundamentally shift how we approach distributed training clusters. This positions Marvell well to compete beyond traditional silicon offerings inthe hyperscaler space.
Excellent weekly roundup! Marvell's $3.25B acquisition of Celestial AI is particularly noteworthy. The photonics play signals they're serious about next-gen datacenter interconnects, especially as bandwidth demands from AI workloads keep pushing conventional electronics to their limits. Optical computing at the chip level isnt justa marginal improvement, it could fundamentally shift how we approach distributed training clusters. This positions Marvell well to compete beyond traditional silicon offerings inthe hyperscaler space.
thank you! this was super insightful