Marvell buys Celestial AI as optical AI interconnects go mainstream
What Changed and Why It Matters Marvell is acquiring Celestial AI. The move pushes optical I/O from the network edge into the package and rack—where today’s AI bottlenecks live. AI…
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Why Founders Are Racing to Close AI’s Prototype‑to‑Production Gap
What Changed and Why It Matters AI demos are easy. Production is where companies win or stall. Leaders are widening the gap. McKinsey reports a 3.8x performance spread between AI…
Inside Marvell’s bet on optical AI interconnects—and the signal
What Changed and Why It Matters AI training is now gated by bandwidth, not just compute. Moving data between GPUs is the new moat. Optical interconnects have become core infrastructure.…