美研芒格君
@Kay2289123
来自硅谷的投研团队
成员来自斯坦福、沃顿商学院
懂技术的投资者，懂投资的工程师
致力于让模型更聪明、更快、更便宜
44 Following 34.9K Followers
Congrats to Marvell!!
If you want to understand what the AI data center looks like in 2030, drop everything now and watch Marvell's Investor Day.
Best roadmap I've seen for what comes after the GPU bottleneck:
→ Compute is no longer the constraint. Connectivity is.
→ Optics keeps marching inward: scale-across → scale-out → scale-up → "scale-in," light between dies inside the package
→ Every XPU drags 1–2 custom "attach" chips with it: NICs, memory expansion, storage
→ $400B TAM by 2030
The tell: in their own FY31 model, interconnect is bigger than custom compute.
They're pitching the nervous system of the AI factory, and they want to own every inch of it.
$MRVL
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Today in New York, Marvell's leadership team shared why connectivity is the next defining unlock for AI infrastructure, and how a decade of investment has positioned the company to lead across every distance in the data center, from inside the package to between data centers.
Watch the full event:
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