Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
加入 April 2025
2.2K 正在關注 64.9K 粉絲
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.
顯示更多
