Marvell's $191B bet: silicon photonics could remake datacenters
Matt Murphy says copper interconnects are fading, Nvidia is backing the shift, and Marvell is racing Broadcom to own the optics layer.

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Matt Murphy says copper interconnects are fading, Nvidia is backing the shift, and Marvell is racing Broadcom to own the optics layer.
The new funding shows investors still believe AI music can become a major platform business, even as the category faces legal and creator backlash.
Enterprise SSD demand for AI data centers pushed NAND flash revenue to a record in Q1 2026, and the price squeeze is now reaching PCs, phones, and consoles.
Meta’s VR fitness game is getting a second life as an independent company, a move that could reset how platforms unwind consumer products without torching the user base.
The billionaire hedge fund manager argues that the rush toward chip stocks is blinding markets to the enduring value of Big Tech giants.
A massive $5.4B valuation and new partnerships signal a pivot from legal combat to collaborative creation in the generative AI music wars.
The AI music generator's valuation more than doubled in six months, signaling a massive capital bet on the future of generative audio.
The Citron Research founder faces up to 25 years in prison for a scheme that weaponized retail sentiment for personal profit.
The British government is betting billions on a Hollywood giant to spark a massive jobs engine in Bedfordshire.
A board stacked with Sheryl Sandberg and Nick Clegg faces the uncomfortable math of power, debt, and grid limits.
The entertainment giant has unveiled the branding for its first European theme park, a massive bet on long-term regional growth.
A massive shift in Wall Street strategy begins as one of the world's largest banks invites external AI tools into its most lucrative ecosystem.