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 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.…