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Marvell Technologies

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.3)

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.3)

The July AI-infra correction separated disciplined portfolios from levered concentration. Our 3Q26 rebalance concludes with a clear principle: technical relevance is not enough. We exit weakened theses, favour bottleneck resolvers like Soitec, and size unproven optionality with discipline.

29 min read 04 Aug 2026

Photonics: OCS Roadmaps and Market Dynamics (Pt.4)

Optical Circuit Switching

19 min read 24 Jul 2026

Photonics: OCS Roadmaps and Market Dynamics (Pt.4)

OCS roadmaps are splitting by workload: high-radix MEMS for scale-out and training, lower-latency silicon photonics for inference scale-up. Part 4 examines Google’s V8i push, NVIDIA’s dual CPO+OCS approach, market growth to $2.5B+, and whether microLED can solve short-reach constraints.

Notes: POET Technologies - The Optical Interposer Thesis

POET Technologies

13 min read 20 Apr 2026

Notes: POET Technologies - The Optical Interposer Thesis

POET’s Optical Interposer replaces costly active alignment with wafer-level pick-and-place packaging, opening AI optical engines to high-volume CMOS-scale manufacturing.