Jensen Huang and Marvell CEO on stage: Future AI competition is not about compute, but about connectivity—"Use copper wherever you can, use optics only where you must"
Summary
NVIDIA CEO Jensen Huang and Marvell CEO Matt Murphy argued that AI infrastructure is shifting from compute bottlenecks to connectivity bottlenecks. They highlighted the move from copper to optical interconnects as data rates rise and rack-scale networking pushes current electrical limits. Marvell used the event to showcase 100T switching, CPO-based 51.2T switching, and its broader portfolio across long-haul, data-center, and intra-rack connectivity. The discussion also framed NVIDIA’s $2 billion strategic investment in Marvell and NVLink Fusion as part of a deeper ecosystem partnership for disaggregated, heterogeneous data centers.
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NVIDIA Corporation
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