Chris Koopmans: Expanding AI Infrastructure with Custom Silicon and Connectivity

Chris Koopmans discusses the rapid growth in hyperscaler infrastructure, noting a $100 billion increase in capex year-over-year. He highlights the strategic Marvell position in delivering custom compute solutions for AI and networking to support accelerated infrastructure.

Koopmans emphasizes the importance of customized solutions for hyperscalers to create new market opportunities and expand the total addressable market. Marvell aims to partner with these hyperscalers, providing the necessary IP and technology to execute their visions and deliver innovative solutions.