Reinventing Silicon for the AI Era: Marvell’s Vision for Compute & Connectivity
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Chris Koopmans and Sandeep Bharathi of Marvell join hosts Patrick Moorhead and Daniel Newman to discuss macro trends in AI infrastructure, Marvell’s strategic shifts in compute and connectivity, and the company’s vision for staying competitive.
How are advances in silicon and connectivity fundamentally reshaping the future of data infrastructure as AI accelerates?
From Marvell Industry Analyst Day 2025, hosts Patrick Moorhead and Daniel Newman are joined by Marvell’s Chris Koopmans and Sandeep Bharathi for a conversation on how Marvell is reinventing data infrastructure for the AI era. They explore the macro trends shaping the industry, Marvell’s strategic approach as connectivity becomes as vital as compute, key partnerships, like their latest with Celestial AI, and the roadmap for Co-Packaged Optics adoption—all underscored by insights on staying competitive in a dynamic AI and infrastructure market.
Key Takeaways Include:
🔹Macro Trends in AI and Infrastructure: Marvell’s perspective on data infrastructure shifts and how the company is responding over the next 3–5 years.
🔹Connectivity and Compute Strategy: Insight into Marvell’s core strategic pillars, especially as connectivity becomes equal in importance to compute.
🔹Co-Packaged Optics (CPO) & Copper: How CPO will impact traditional copper and Marvell’s product roadmap, plus implications for the broader market.
🔹Marvell & Celestial AI: The vision behind Marvell’s collaboration with Celestial AI and how it aligns with Marvell’s long-term strategy.
🔹Navigating Industry Skepticism: Approaches Marvell is adopting to stay ahead and address uncertainties in a crowded AI landscape.
Learn more at Marvell.
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