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FloorSweeper

2025-12-02 22:50:30

Big moves in the chip world—Marvell's scooping up Celestial AI in a deal worth roughly $3.25 billion. This startup's been working on photonic interconnect tech for AI workloads, which could shake up how data centers handle massive compute tasks. For anyone tracking AI infrastructure plays, this acquisition signals where the smart money's flowing. Marvell clearly sees value in next-gen connectivity solutions as AI demand explodes. Whether this impacts the broader tech stack for decentralized computing remains to be seen, but consolidation at this scale always ripples through the ecosystem.

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PanicSeller69

· 15m ago

Photonlink keeps boasting every day, but it's still the same old chip integration game...

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WhaleMinion

· 7h ago

$32.5 billion get dumped just for Photon Interconnect? Marvell is betting on the future of AI data centers. Can photon chips save the graphics card shortage? To be honest, I don't really believe it. Another overpriced acquisition, can this wave give retail investors a bit of benefit? Marvell's move is good, photonic tech is indeed the next generation positioning point. Large mergers are all competing for AI infrastructure; it seems the real money is in the infrastructure sector. I heard the news around the 25th, and it was finally officially announced. It feels like the chip oligopoly is eating the small ones again; innovation has been monopolized for too long. Will Photon Interconnect become the next breakthrough for performance bottlenecks? I'm looking forward to it.

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NestedFox

· 7h ago

Photon interconnect has really been heated up, Marvel has played this chess move well. --- 3.25 billion get dumped, just to bet on the future of AI data centers? I think it's feasible. --- Another wave of major company mergers and acquisitions, small startups are still being incorporated, this is what Web3 should be wary of. --- Photonic interconnect sounds amazing, but in the end, it's still dominated by traditional chip giants. --- What does this merger case indicate? Decentralization is still a long way off, the infrastructure is completely monopolized by big players.

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GweiWatcher

· 7h ago

Photon interconnection is comparable to GPU interconnection, this acquisition is indeed a big move.

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YieldFarmRefugee

· 7h ago

Another big merger, Marvell is betting on Photon interconnect technology Whether Celestial AI's system can truly solve the bottleneck in data centers is still a question mark... A price of 32.5 billion is a bit harsh, it feels like it's to secure a position in AI infrastructure.

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BoredApeResistance

· 7h ago

Mawil's move is a bit ruthless, the Photon interconnection has directly choked the neck. Are Photon chips really going to rise? Why does it feel like every major merger indicates the next opportunity? 3.25B swallowing Celestia, this cost is quite something. Is the computing power bottleneck of data centers finally going to be solved? Expecting. Can the Photon route eliminate electronic interconnection? Here comes the question. It's another arms race in infrastructure, the big companies are getting fiercer. If this really can speed up by 50%, the entire AI computing ecosystem will have to be reshuffled.

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SchrodingersFOMO

· 7h ago

$32.5 billion get dumped, can optical interconnection technology really replace traditional architecture? That's a bit of a stretch.

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AirdropGrandpa

· 7h ago

Photon interconnect technology really looks promising, Marvell has made a good move. --- $32.5 billion get dumped just to resolve the data center bottleneck? That's a bit outrageous. --- Chip giants are concentrating on purchasing quality tracks, while retail investors are still looking at Candlestick charts. --- To be honest, photonic interconnect is indeed key to AI infrastructure, but whether it can be implemented is still debatable. --- It's another case of big companies incorporating small ones; will innovation continue? --- decentralized computing has been neglected; which company is seriously working on this? --- The real money is in infrastructure; that's a lesson learned. --- Marvell's rapid actions indicate that ecological competition has already become fierce.

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