
BC
229 posts









There's more to the $NVDA x $MRVL patnership than it looks. $MRVL is the king of connectivity/networking designs, they are the ultimate optimizers. $NVDA $2B injection plus giving them access to NVLink infras has everything to do with the actual networking bottleneck. They need the best to push copper to its limits within their architecture. And the limits come with $MRVL no one else. The next step also comes with $MRVL as their specialty led them to phonotics, and the $NVDA press release is clear, this also is part of this partnership. They are here to push copper to the limit and help Rubin to integrate SiPho and CPOs. I'll let you guess $MRVL foundries and close partners when it comes to SiPho: $GFS. The playbook is pretty clear from $NVDA here, and the outcome will soon only be history.





My latest: DOGE canceled a CDC contract for @FDNY research work, part of a study of the links between firefighters' cancers and their work responding to the 9/11 attack on the World Trade Center. @UEMSO_FDNY @UEPI2507















