Tagged Marvell · show all articles
Not one challenger, one strategy. A synthesis of eight genuinely different approaches to competing with Nvidia — merchant GPUs, custom ASICs, wafer-scale bets, and in-house hyperscaler silicon — and which approach actually has traction in 2026.
Two of the largest cloud providers in the world run custom AI silicon that Marvell helped design. The company's own name rarely appears next to either chip's.
Celestial AI's acquisition by Marvell was one of the largest deals in the photonic-interconnect wave. This briefing looks at what the technology actually does, and why it was worth that price to a company already established in custom silicon.
Nvidia versus AMD gets the headlines. The rivalry that decides which hyperscalers can build competitive custom silicon at all runs between two quieter companies most readers couldn't name.