Jensen Huang, Marvell CEO, discusses on stage: The future of AI isn't about computing power, but about connectivity "Use copper if you can, but only use optical if you must"

robot
Abstract generation in progress
Golden Finance reports that on June 2nd, the CEO of the optical interconnect giant Marvell, Murphy, and Jensen Huang appeared together for a discussion.
The core consensus between the two CEOs is: the next decisive battlefield for AI infrastructure is not computing power, not memory, but connectivity.
Jensen Huang emphasized that as AI-generated tokens enter the profit phase, distributed "intelligent agent" computing has triggered a huge demand for high-speed interconnection.
Huang gave a straightforward strategic framework: "Use copper cables where possible, and only use optical components where necessary."
Marvell CEO Murphy pointed out that constrained by physical laws, the "copper cable boundary" is shrinking inward within racks, and optical interconnect and CPO technology will usher in an explosion.
On the same day, Marvell officially launched a new 100T Ethernet switch designed specifically for AI data centers with the industry's lowest power consumption, and demonstrated a 51.2T switch based on CPO, which completely eliminates copper wiring at the board level.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned