After Nvidia CEO Jensen Huang declared that Marvell would be the “next trillion-dollar company,” the Computex keynote by Matt Murphy attracted a lot more interest, as did Marvell’s shares in the stock market (soaring over 32% in a single day).

As you’ll see in today’s top story, “Marvell CEO says ‘connectivity’ is the next wave of innovation,” AI infrastructure is no longer primarily a compute or memory challenge, but a connectivity challenge that will define “the next major wave of innovation and scale.”

With connections moving from copper to optical, Murphy says new architectural possibilities will open up as data is moved at massive scale. That has been the main driver behind the decades-long transformation of Marvell into a data infrastructure company, with leadership across optical interconnects, custom silicon, switching, silicon photonics, co-packaged optics, and coherent networking.

Data center revenue now represents about 75% of Marvell’s revenue (as of last quarter), with an accelerating growth rate that in its earnings call expects $16.4 billion in revenue next year. According to Murphy, the largest hyperscalers are reimagining their entire network architectures, with “scaling AI infrastructure becoming a connectivity challenge, as reasoning models, mixtures of expert architectures, agentic AI, all continue to evolve”.

Read the story here. Also check out our “top stories,” below!

SK Hynix roadmap: SK Hynix will double its memory wafer capacity within 5 years, focusing on HBM and advanced-node DRAM rather than commodity chips. It’s also signaled it will ramp 1c-class DRAM capacity by up to 800% for AI inference.

Beyond GPU rentals: Nebius believes managed infrastructure, inference platforms, and AI services are the future of AI infrastructure, with CEO Roman Chernin saying inference is one of the fastest-growing segments for managed infrastructure.

Spain’s sovereign cloud ambitions: Omdia tells RCR Wireless that Telefónica and Google Cloud’s sovereign cloud partnership highlights a European trend to combine hyperscale cloud platforms with local operational controls.

TeraWulf eyes leveraged loans: TeraWulf is pivoting from Bitcoin mining to high-performance computing (HPC), with plans for a massive 1+ GW site in Eastern Kentucky after its acquisitioin of a hyperscale HPC development site last month.

Intel scores Foxconn deal: At Computex, Intel announced it will work with Apple partner Foxconn to build data center rack systems that pair Intel Xeon CPUs and AI accelerators with Foxconn’s global manufacturing and system integration expertise.

Localized control of biometric data: Neurotechnology has expanded into the U.S. with a private AI infrastructure offering, targeting government, critical infrastructure, research and enterprise clients handling sensitive identity and biometric workloads.

Illinois pauses DCIP: Governor Pritzker directed the Illinois Dept. of Commerce and Economic Opportunity to pause the Data Center Investment Program to “make sure projects aren’t insensitive to consumer costs and environmental impact.”

Planted Solar’s 20 GW pipeline: A startup has been quietly deploying utility-scale solar at data centers around the country, with 42 megawatts in the last six months and 20+GW in the pipeline. Digital twins and robots are just part of what it offers.