Marvell Eyeing Connectivity as the Next Big Thing in AI

By Majeed Ahmad, EE Times | December 11, 2025

At this year’s Marvell Industry Analyst Day, held on Dec. 9, Marvell Technology’s President and chief operating officer Chris Koopmans called the company an end-to-end connectivity company. That underscores how connectivity is rapidly emerging as the next big thing in the AI bandwagon.

In his opening address, Koopmans said that the industry has entered an era where the primary bottleneck is no longer compute capacity but connectivity. Why? Because AI compute is now abundant; moreover, modern AI workloads must be partitioned across many processors. As a result, high-speed I/O, SerDes, die-to-die links, memory attach and optical interconnects become essential to overall system performance.

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