From 24/7 Wall St. · Rich Duprey · · 50s
Marvell Breaks AI Power Wall with 2nm Optical Chips
Marvell's 2nm optical chips could reshape AI data centers by slashing power needs.
In brief
Marvell's 2nm optical chips could reshape AI data centers by slashing power needs. Marvell unveiled industry-first 2nm optical interconnects for AI data centers, targeting higher bandwidth at lower power. Originally reported by 24/7 Wall St..
Marvell's 2nm Optical Breakthrough
Marvell unveiled industry-first 2nm optical interconnects for AI data centers.
“pushing the envelope of what is possible in optical tech”
AI Power Wall Targeted
The tech cuts power per bit for hyperscale AI clusters.
“cutting energy per bit”
2nm Optical Roadmap
Marvell targets 3.2T optical bandwidth per lane by 2027.
“200G and 400G per lane”
Q2 Revenue Boost
Marvell reported $2.739 billion in Q2 FY2027 revenue, up 37% year over year.
“79% of total revenue”
CEO's Scale-Up Forecast
CEO Matt Murphy expects network bandwidth to grow 10x next year.
“more than 10 times greater than current front-end DCI networks”
Next Steps for Investors
Marvell's Investor Day on October 6, 2026 details custom silicon and 2nm optics.
“October 6, 2026”
The takeaway
Marvell unveiled industry-first 2nm optical interconnects for AI data centers, targeting higher bandwidth at lower power.
