Networks
High radix, low latency and low power is what AI datacenters crave, the chipmaker says
COMPUTEX 2026 Marvell enjoyed a fillip from Nvidia chief Jensen Huang at Computex, who praised the firm as it unveiled the latest 102.4 Tbps switch silicon it has purpose-built for AI infrastructure.The fabless semiconductor biz announced upcoming availability of its Teralynx T100 chip to coincide with the Taiwanese trade show, claiming that it needs 25 percent lower power than competitive solutions with lower latency for AI training and inference workloads.But the firm is late to this party, as other vendors are already shipping their equivalent products, such as Broadcom’s Tomahawk 6 that launched last year, or Cisco’s Silicon One G300 announced earlier this year.
That didn’t stop Nvidia’s Huang from styling Marvell as the “next trillion-dollar company," and saying that its networking and connectivity chips are essential to datacenters where compute tasks are distributed across thousands of connected nodes.
According to Reuters, the chipmaker’s shares surged in value more than 24 percent in pre-market trading following Huang’s remarks. The rockstar CEO will no doubt be pleased, as his company invested $2 billion in Marvell earlier this year, at the same time as announcing a strategic partnership to connect the firm with Nvidia’s AI factory initiative.Marvell has an estimated market capitalization of approximately $179 billion to $196 billion, so it has some way to go to get to that trillion-dollar mark, but perhaps it is hoping its new silicon will get it there.
