#photonic interconnect

Tagged photonic interconnect · show all articles

Two rack-scale models side by side in bright daylight, the left complete and representing today's design, the right visibly partially built with several component trays still absent, a caution label beside it caught being set down

Extrapolate Today's Trend Lines to 2030 and the AI Datacenter Looks Nothing Like Today's GPU Racks

Not a prediction about which company wins — a grounded extrapolation from custom-ASIC growth rates, photonic interconnect adoption, and packaging trends already underway, toward what the rack itself might physically become.

By Brecht Corbeel · August 10, 2026 · 4 min read

$A photonic memory-interconnect module caught being lowered onto a Marvell-designed accelerator reference board in a bright lab, HBM stacks visible nearby, the module still a fraction above its mounting point$

AI Hardware & Semiconductors

What Marvell Actually Bought for $5.5 Billion

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.

By Brecht Corbeel · August 10, 2026 · 4 min read

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