Marvell Unveils Industry-First 2nm Optical Interconnect for AI Data Centers
Marvell Technology (NASDAQ:MRVL) has announced the industry’s first demonstration of a 2nm optical interconnect, delivering up to 102.4Tbps bandwidth and addressing power constraints in AI data centers. The co-packaged optics technology reduces energy per bit by integrating optical engines with switch or accelerator silicon on the same substrate. This advancement positions Marvell ahead of current industry standards like 800G and 1.6T, aligning it for future 3.2T deployments critical to hyperscale AI infrastructure. The announcement follows a strong Q2 FY2027 performance where revenue reached $2.74 billion—up 37% year-over-year—with data center sales accounting for 79% of total revenue and rising by 46%. CEO Matt Murphy highlighted the growing scale-up optics opportunity, projecting bandwidth needs to exceed current front-end DCI networks by more than tenfold next year. Marvell’s recent innovations are supported by strategic acquisitions such as Celestial AI photonic fabric in February 2026. The company also secured a warrant from Google allowing it to acquire up to 7% of Marvell shares, signaling strong backing for its custom silicon strategy.
Tickers: $MRVL
Topics: 2nm technology AI data centers Marvell Technology optical interconnects