Photonic Fabric, Custom Silicon and the ROI of the AI Buildout
In more of the conversation from Marvell Investor Day, Dave Lazovsky and Will Chu join John Furrier on theCUBE to show off the Marvell Photonic Fabric Memory Module, the first optically interconnected high-capacity, high-bandwidth memory, and explain why custom silicon is reshaping the hyperscaler playbook. They also unpack why connectivity is the real bottleneck in AI and how the shift toward inference is driving returns on the largest infrastructure buildout in history.
