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Copper cables take the lead first, fiber optics serve as the backup, Old Huang's pragmatic philosophy has once again prevailed
> Original Author: Dong Jing, Wall Street Insights
As AI models move toward the era of large-scale “intelligent agents (Agent),” the bottleneck in data center computing power is gradually shifting to “connectivity.” An underlying infrastructure revolution spanning from copper cabling to fiber optics is being fully unleashed.
On the second day of the Computex Taipei conference in China, Marvell Chairman and CEO Matt Murphy delivered a keynote address, covering AI custom chips, optical communications, and data center interconnects.
NVIDIA CEO Jensen Huang made a surprise appearance as a special guest, with the two of them standing side by side on AI compute power and network interconnection…