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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"
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.