Photon Capital(@PhotonCap):"2nm optics" sounds exotic, but the 2nm is mostly in the DSP > The real message behind “2nm optical” is less about the photonics itself and more about $MRVL’s DSP/SerDes capability. > Moving coherent/PAM4 DSP into 2nm while still hitting 400G/lane-class performance and aggressive power-per-bit targets is the important part. > It highlights that $MRVL’s moat in AI optical connectivity is not just photonics, but also the DSP behind it.

Photon Capital

@PhotonCap

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Photon Capital@PhotonCap

2026.09.24 05:40

"2nm optics" sounds exotic, but the 2nm is mostly in the DSP > The real message behind “2nm optical” is less about the photonics itself and more about $MRVL’s DSP/SerDes capability. > Moving coherent/PAM4 DSP into 2nm while still hitting 400G/lane-class performance and aggressive power-per-bit targets is the important part. > It highlights that $MRVL’s moat in AI optical connectivity is not just photonics, but also the DSP behind it.