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北京时间·🕒 发布 06-03 13:55:33时区推断·⟳ 抓取 06-12 02:37:07回填·⚡ 决策 06-16 19:19:46·133.0 天前
Marvell COMPUTEX演讲强调光互连为AI下一瓶颈及与NVIDIA合作
📄 原文Marvell Technology↗ 原文
At #COMPUTEX2026, Marvell Chairman and CEO Matt Murphy shared our vision for the next era of AI infrastructure. After m…
不做 MRVL.US
COMPUTEX会议愿景演讲，强调光互连与NVIDIA合作，属日历内确认性PR信息，无超预期增量数据或未发布新产品，缺乏短期交易edge。
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +2%、当日有效，不成交作废
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -4% · 时间止损 2日
失效/反转 光模块板块集体跳水或大盘情绪崩溃
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原文全文
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At #COMPUTEX2026, Marvell Chairman and CEO Matt Murphy shared our vision for the next era of AI infrastructure. After major waves of innovation in compute and memory, connectivity is emerging as the next bottleneck in scaling AI. As bandwidth demands push the industry beyond the limits of copper interconnects, optics will play an increasingly important role in enabling what comes next.
Jensen Huang of @nvidia joined Matt on stage for an energizing conversation about the future of AI infrastructure and how the Marvell and NVIDIA partnership is helping shape what comes next.
We were also honored to be joined by Dr. Tien Wu of ASE. For more than a decade, Marvell and ASE have worked together to advance some of the industry’s most important technology transitions, demonstrating the power of long-term partnership and ecosystem collaboration.
The future of AI will be built together.
Watch the keynote replay:
Jensen Huang of @nvidia joined Matt on stage for an energizing conversation about the future of AI infrastructure and how the Marvell and NVIDIA partnership is helping shape what comes next.
We were also honored to be joined by Dr. Tien Wu of ASE. For more than a decade, Marvell and ASE have worked together to advance some of the industry’s most important technology transitions, demonstrating the power of long-term partnership and ecosystem collaboration.
The future of AI will be built together.
Watch the keynote replay:
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