Photon Capital(@PhotonCap):- $MRVL is demonstrating a 102.4 Tbps CPO platform at ECOC, using 200G/lane silicon photonics, 6.4 Tbps optical engines, and detachable ELSFPs. - The platform directly targets the reach and power limitations of copper as AI scale-up networks expand. > $MRVL is moving beyond traditional networking silicon toward a broader AI connectivity platform spanning custom silicon, SerDes, optical DSPs, silicon photonics, and CPO. > As AI infrastructure scales, $MRVL’s strategic importance could continue to increase.

Photon Capital

@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

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Photon Capital@PhotonCap

2026.09.23 15:55

- $MRVL is demonstrating a 102.4 Tbps CPO platform at ECOC, using 200G/lane silicon photonics, 6.4 Tbps optical engines, and detachable ELSFPs. - The platform directly targets the reach and power limitations of copper as AI scale-up networks expand. > $MRVL is moving beyond traditional networking silicon toward a broader AI connectivity platform spanning custom silicon, SerDes, optical DSPs, silicon photonics, and CPO. > As AI infrastructure scales, $MRVL’s strategic importance could continue to increase.

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