Positiv
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Seeking Alpha
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vor 29 Tagen
Marvell Technology (MRVL) is positioned as a key player in AI data center infrastructure, particularly in optical data transmission. MRVL has shifted focus to data center interfaces, enabling GPU-to-network connectivity via photonics, emphasizing energy efficiency and bandwidth. Recent moves, including the Celestia acquisition, expand MRVL's reach into photonic fabric, supporting next-generatio...