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…
Inside the $100M bet on memory‑bound, power‑capped AI data centers
What Changed and Why It Matters Majestic Labs raised $100M to build high‑memory AI servers. Their pitch: address AI’s memory bottleneck, not just its compute hunger, and cut energy use…
Arm China’s Zhouyi X3 NPU Signals a New Push in On‑Device AI
What Changed and Why It Matters Arm China introduced the Zhouyi X3 NPU IP. It targets large model inference at the edge. The company is also pushing Linux kernel support…