Marvell Technology, a company that should benefit from the Artificial Intelligence boom (Image: Montage with Copilot)
The CEO of Nvidia (NVDA)Jensen Huang, stated that the Marvell Technology could be the next chipmaker to join the “trillion dollar club” by projecting a sharp rise in demand for hardware of artificial intelligence (AI)driven by the emergence of autonomous models.
As a result, the company’s shares jumped more than 20% in the first hours of trading this Tuesday (2).
At a trade show in Taipei alongside Marvell CEO Matt Murphy, Huang outlined his vision for AI infrastructure and highlighted a strategic transition from copper cables to optical communications.
“Useful AI has arrived,” said Huang, citing the advancement of autonomous AI agents capable of executing workflows and solving problems. According to him, this movement causes demand for Marvell and Nvidia products to “skyrocket”.
Their joint appearance at Computex in Taiwan this Tuesday highlighted the central role of next-generation interconnection networks (network fabrics) in the age of AI.
Murphy, whose Santa Clara-based company specializes in semiconductors for data infrastructure and high-speed networking technology for data centers, opened his presentation by saying that the next big wave of innovation in AI will be driven by interconnection.
For him, focusing the analysis only on processors or memory does not capture the complete picture of hardware efficiency.
Addressing the technical challenges of scaling large AI data centers, Huang said that computing is becoming increasingly disaggregated and distributed, and that to integrate these systems, the industry will have to rely heavily on advanced connectivity.
“This is why Marvell is so essential,” said the Nvidia CEO, as he told Murphy: “This is why you are going to be the next trillion-dollar company.”
Partnership between Nvidia (NVDA) and Marvell
Nvidia announced, in March, a strategic partnership with Marvell and reported having invested US$2 billion in the company.
Marvell’s share, which ended Monday, 1, with an increase of 7%, advanced even further in the post-market in the Blue Ocean alternative system, with a gain of more than 15%.
Commenting on the industry’s migration from copper cabling to silicon photonics in data transmission, Huang advocated a pragmatic and cost-efficient approach: extending as much as possible the useful life of the copper architecture already installed in AI systems and using more expensive optical links only where they are technically indispensable.
As AI workloads become more complex, copper approaches its physical limits, which is likely to accelerate the adoption of optoelectronic solutions.
“You use optics where you need to and you use copper where you can,” Huang said. Source: Dow Jones Newswires.
*Content translated with the help of Artificial Intelligence, reviewed and edited by the Broadcast editorial team, Grupo Estado’s real-time news system.
Source: www.moneytimes.com.br
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