Dina Bass
👤 PersonAppearances Over Time
Podcast Appearances
And we've been talking about NVIDIA a lot.
And last week, we were talking a lot about the Google TPU.
The TPU is one of these kind of custom chips.
It's not one that Marvell does.
It's one that Google works with Marvell's main competitor, Broadcom, on.
Broadcom has had a lot of significant wins lately.
But that kind of got people excited.
And maybe Marvell is also benefiting from this interest in companies making their own chip designs for AI, not just using the NVIDIA ones, even though in most cases, those companies also use a significant amount of NVIDIA.
it's basically a new technology, which, you know, it uses light to move data more rapidly.
Now, this is a technology that's been in the works for a little while and seems to always be kind of on the cusp of really, you know, taking off.
There are other startups in this area as well, like Light Matter.
But the idea is that you can use light to move data more quickly through chips and networking.
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