Photon Capital(@PhotonCap):This post just crossed 100K impressions. One reason I keep watching $MRVL closely is its optical side. Photonic Fabric, OMIB, and scale-up optics show that $MRVL is attacking the AI interconnect bottleneck from both the electrical and optical sides. Seeing $MRVL only as a custom silicon story misses half the picture.

Photon Capital

@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

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Photon Capital@PhotonCap

2026.09.24 06:15

This post just crossed 100K impressions. One reason I keep watching $MRVL closely is its optical side. Photonic Fabric, OMIB, and scale-up optics show that $MRVL is attacking the AI interconnect bottleneck from both the electrical and optical sides. Seeing $MRVL only as a custom silicon story misses half the picture.

Photon Capital@PhotonCap

2026.08.27 05:07