This creates significant tension in how speed issues, particularly speed-to-power for data centers, gets reconciled and how the industry moves forward. Check out the interview here, and the article summarizing key points here.

It’s always interesting when direct competitors integrate at the architectural level, so it’s significant that Marvell is connecting to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion.

War usually makes us all much more aware of geography and the interconnectedness of even far-flung countries. The U.S.-Israel war in Iran is illuminating the role the Middle East in the semiconductor supply chain, as the ripple effect on Taiwan and South Korean manufacturers becomes clearer.