MarketPulse

data center interconnects

2 articles
The Motley FoolThe Motley Fool··Geoffrey Seiler

Broadcom's AI Chip Dominance Over Marvell: Why One Semiconductor Giant Edges Out the Other

Broadcom leads AI infrastructure chip market with ~60% share and integrated solutions, outpacing Marvell's flexible designs amid hyperscaler spending surge.
METAAMZNGOOGGOOGLAVGO+1hyperscalersAI infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Not Specified

OFC 2026 Draws 18,000 Global Attendees as AI Infrastructure Drives Optical Networking Boom

OFC 2026 drew 18,000 attendees and 706 exhibitors, signaling strong industry momentum around AI infrastructure and optical networking. Key technologies include higher lane speeds and lower-power architectures driving next-generation commercial deployments.
SMTOYAI infrastructureoptical transceivers