Inside AI Connectivity: Marvell Leaders on Optics, Demand and Scale Across

AI scaling has run into compute, then memory, and now connectivity. Hear how Marvell leaders see copper, optics, and scale-across links evolving for AI at scale.
At Marvell Investor Day 2026 in New York, Daniel Newman, CEO and Chief Analyst at Futurum, sits down with three Marvell leaders: Sandeep Bharathi, President, Data Center Group; Xi Wang, SVP and GM, Connectivity Group; and Russ Esmacher, SVP and GM, Data Center Interconnect. Together they explore why Marvell positions itself as connectivity-first.
As inference and agentic workloads move more data across the network, the physical limits of copper are moving closer to the silicon, and data centers are rebuilding links for AI-to-AI traffic.