Marvell has significantly increased the company’s short-term and long-term guidance during its investor day in NYC. CEO Matt Murphy, followed by the rest of the executive team, were excited to share how Marvell’s TAM would reach $400B by 2030, supported by nearly $3T of CAPEX. The four main pillars of… Read More »Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics
Nokia Highlights Advancing Connectivity for the AI Supercycle IntroductionNokia’s combined SReXperts and Wavelengths Americas event in San Diego made one point clear. IP and optical are now one architecture, and the AI supercycle is requiring them to make significant investments in their supply chain and manufacturing capabilities to meet customer… Read More »Nokia SReXperts and Wavelengths 2026
Significant Y/Y Progress with No Significant Delays in 800 Gbps, 1.6 Tbps, and 200 Gbps SERDES Once again, OFC 2025 was a great show held in San Francisco this year. We saw more exhibitors and people on the show floor, looking at the prize for AI/ML spending. Vendors focused on… Read More »OFC 2025: Bring on the CPO and Extend the Copper
