The tech that could make Marvell the next trillion dollar company
COMPUTEX 2026 The sun is slowly but surely setting on copper interconnects, Marvell CEO Matt Murphy claimed in his Computex keynote this week. Within the next decade the IP house expects photons to take the place of electrons and change the way datacenters are built and run in the process.
And, if Nvidia CEO Jensen Huang is right, the widespread transition to silicon photonics technologies could make Marvell the next trillion dollar company.
With a market cap of $191 billion, Marvell still has a long way to go, not that stopped Wall Street investors from sending the company’s share price on a 30 percent rally on the proclamation.
However, Huang’s prediction, made during Marvell’s Computex keynote this week, may be more than flattery. The large-scale deployment of AI infrastructure for training, inference, and agentic systems is already reshaping datacenter networks and pushing copper interconnects to the limit.
“The distance a...
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