David Lazovsky of Marvell, executive vice president and general manager of the Data Center Networking Business Group, and Will Chu of Marvell, executive vice president and general manager of the Custom Cloud Solutions business unit, join theCUBE Research for a conversation produced for NYSE Wired: AI Factories — Data Centers of the Future.
The discussion examines how Marvell's connectivity-first strategy shapes next-generation artificial intelligence, AI infrastructure and data center design. Lazovsky emphasizes optics and scale-up networks to extend shared memory beyond racks; they describe how co-packaged optics, photonics and scale-up networking enable larger memory pools and lower latency. Chu highlights the node-led chip roadmap and platform leverage; they explain that skipping process nodes accelerates performance and serializer-deserializer, SerDes bandwidth. The conversation also addresses high bandwidth memory, HBM and disaggregated memory, Marvell's integrated platform approach and custom silicon investments that support hyperscaler economics and AI factory deployments. Analysts note potential 30-50% power reductions from optical SerDes and underscore the market shift toward inference-driven infrastructure that informs Marvell's updated revenue guidance.
This session provides technical and strategic insights for professionals focused on AI infrastructure, data center networking, optics and custom silicon design, with practical considerations for deployment, power efficiency and scalability.
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Will Chu & David Lazovsky, Marvell
David Lazovsky of Marvell, executive vice president and general manager of the Data Center Networking Business Group, and Will Chu of Marvell, executive vice president and general manager of the Custom Cloud Solutions business unit, join theCUBE Research for a conversation produced for NYSE Wired: AI Factories — Data Centers of the Future.
The discussion examines how Marvell's connectivity-first strategy shapes next-generation artificial intelligence, AI infrastructure and data center design. Lazovsky emphasizes optics and scale-up networks to extend shared memory beyond racks; they describe how co-packaged optics, photonics and scale-up networking enable larger memory pools and lower latency. Chu highlights the node-led chip roadmap and platform leverage; they explain that skipping process nodes accelerates performance and serializer-deserializer, SerDes bandwidth. The conversation also addresses high bandwidth memory, HBM and disaggregated memory, Marvell's integrated platform approach and custom silicon investments that support hyperscaler economics and AI factory deployments. Analysts note potential 30-50% power reductions from optical SerDes and underscore the market shift toward inference-driven infrastructure that informs Marvell's updated revenue guidance.
This session provides technical and strategic insights for professionals focused on AI infrastructure, data center networking, optics and custom silicon design, with practical considerations for deployment, power efficiency and scalability.
Executive Vice President & General Manager, Custom Cloud Solutions BUMarvell
David Lazovsky
EVP & GM, Data Center Networking Business GroupMarvell
David Lazovsky of Marvell, executive vice president and general manager of the Data Center Networking Business Group, and Will Chu of Marvell, executive vice president and general manager of the Custom Cloud Solutions business unit, join theCUBE Research for a conversation produced for NYSE Wired: AI Factories — Data Centers of the Future.
The discussion examines how Marvell's connectivity-first strategy shapes next-generation artificial intelligence, AI infrastructure and data center design. Lazovsky emphasizes optics and scale-up networks to extend shared memory beyond racks; they describe how co-packaged optics, photonics and scale-up networking enable larger memory pools and lower latency. Chu highlights the node-led chip roadmap and platform leverage; they explain that skipping process nodes accelerates performance and serializer-deserializer, SerDes bandwidth. The conversation also addresses high bandwidth memory, HBM and disaggregated memory, Marvell's integrated platform approach and custom silicon investments that support hyperscaler economics and AI factory deployments. Analysts note potential 30-50% power reductions from optical SerDes and underscore the market shift toward inference-driven infrastructure that informs Marvell's updated revenue guidance.
This session provides technical and strategic insights for professionals focused on AI infrastructure, data center networking, optics and custom silicon design, with practical considerations for deployment, power efficiency and scalability.
Will Chu
Executive Vice President & General Manager, Custom Cloud Solutions BU
Marvell
David Lazovsky
EVP & GM, Data Center Networking Business Group
Marvell
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