U.S. stocks move: Multiple favorable factors drive Marvell Technology to surge over 20%, leading the optical communication sector.
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Glonghui June 2|According to reports, NVIDIA CEO Jensen Huang stated at the Taipei International Computer Show that Marvell Technology will become the next trillion-dollar company and mentioned that the two companies are strengthening their partnership to expand the key network and connectivity infrastructure needed to power next-generation artificial intelligence data centers. In a conversation with Marvell Technology’s Chairman and CEO Matt Murphy, Jensen Huang revealed the core investment theme for AI infrastructure—once the bottlenecks of computing power and memory are successively overcome, “connectivity” will define the ultimate system performance.In addition, NVIDIA announced that its Spectrum-X Ethernet silicon photonics technology is now in full mass production. The new generation Spectrum-X switches are built using co-packaged optics (CPO) technology and support the Vera Rubin platform for horizontal and cross-regional expansion of AI factory deployments in data centers. Compared to networks using traditional transceivers, Spectrum-X Ethernet silicon photonics technology can achieve 5 times higher energy efficiency, 5 times more AI operational uptime, and 1.3 times faster deployment.
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