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Compute was the bottleneck. Then memory. Now connectivity. In this COMPUTEX 2026 keynote clip, Marvell Chairman and Chief Executive Officer Matt Murphy makes the case for why connectivity will define the next limits of AI infrastructure. Watch the full keynote:

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Marvell Technology

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16,691 görüntüleme • 19 gün önce •via X (Twitter)

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What defines AI infrastructure performance at scale? Compute matters. Memory matters. But when tens of thousands of processors operate as a single engine, one thing matters most: Connectivity. In this clip from the Marvell COMPUTEX 2026 keynote, Chairman and CEO Matt Murphy breaks it down. See the full keynote:
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What defines AI infrastructure performance at scale? Compute matters. Memory matters. But when tens of thousands of processors operate as a single engine, one thing matters most: Connectivity. In this clip from the Marvell COMPUTEX 2026 keynote, Chairman and CEO Matt Murphy breaks it down. See the full keynote:

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A data center where compute and memory pool dynamically. Where millions of resources operate as one machine. Where architecture is defined by the needs of the workload, not the limits of connectivity. This vision of all-optical infrastructure points to a future with unprecedented scale, flexibility, and performance. Watch the closing moments from Marvell’s COMPUTEX 2026 keynote to see what’s possible. Watch the full keynote:
1:04

A data center where compute and memory pool dynamically. Where millions of resources operate as one machine. Where architecture is defined by the needs of the workload, not the limits of connectivity. This vision of all-optical infrastructure points to a future with unprecedented scale, flexibility, and performance. Watch the closing moments from Marvell’s COMPUTEX 2026 keynote to see what’s possible. Watch the full keynote:

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How will Intel empower the next era of AI? Building the best CPU cores in the world is just the start. Watch Lip-Bu Tan's keynote at COMPUTEX 2026:
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Marvell spent $36 billion over 10 years to own every connectivity distance in a data center. $22.5B in acquisitions. $18B in organic R&D. Cavium for compute and networking. Inphi for $10B for data center interconnect. Celestial AI for photonic fabric. Xcon for scale-up switching. And one technical bet that could have destroyed the company: skipping the 7nm process node entirely, jumping from 14nm straight to 5nm. Murphy on stage: "Nobody does this. Nobody takes that kind of risk. But we did and it worked - flawlessly." That node-skip is what got Marvell into the hyperscaler qualification cycles driving 75%+ of revenue today. The full picture on what $36B built and whether it is defensible: Source: COMPUTEX 2026 Keynote -
1:36

Marvell spent $36 billion over 10 years to own every connectivity distance in a data center. $22.5B in acquisitions. $18B in organic R&D. Cavium for compute and networking. Inphi for $10B for data center interconnect. Celestial AI for photonic fabric. Xcon for scale-up switching. And one technical bet that could have destroyed the company: skipping the 7nm process node entirely, jumping from 14nm straight to 5nm. Murphy on stage: "Nobody does this. Nobody takes that kind of risk. But we did and it worked - flawlessly." That node-skip is what got Marvell into the hyperscaler qualification cycles driving 75%+ of revenue today. The full picture on what $36B built and whether it is defensible: Source: COMPUTEX 2026 Keynote -

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The AI bottleneck is not power. It is memory. Intel CEO Lip Bu Tan Lip-Bu Tan: "Everybody knows right now memory is the biggest shortage." Building fab capacity to fix it takes years. HBM and DRAM tightness is the primary speed limit on AI cluster deployment right now. Power gets the headlines, memory gates the build. Corroborated: Marvell CEO Matt Murphy said the same at COMPUTEX a week earlier. Watch HBM and DRAM pricing as the binding gauge: Source: No Priors -
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