Credo Technology Group Holding (CRDO) news and analysis
Marvell (MRVL) jumps 13% after giving Google a warrant worth up to $12.2 billion in new AI chip deal
Marvell signed a custom AI chip deal with Google and issued a warrant for up to 58.97 million shares at $206.58 each, worth about $12.2 billion. MRVL jumped as much as 13%, while Broadcom and other AI chip suppliers fell.
An AI model trains across 100,000 chips that all have to talk at once. The stocks that wire them: Arista (ANET), Broadcom (AVGO), Coherent (COHR) and Astera Labs (ALAB)
Tens of thousands of GPUs have to act like one machine, and the network that connects them is a fast-growing slice of every AI buildout. Here's what Arista, Broadcom, Marvell, the optics makers and Astera Labs each do.
The AI trade rotates to a new sector every week. Which one is it going to be this week?
The AI trade has rotated by sector almost every week: software, then photonics, then memory. So which corner of AI runs next? I make the case for the one group that keeps riding along without ever leading.
The $5.5 billion optics startup in this week's headlines already has a public partner: POET Technologies (POET)
Lumilens emerged from stealth at a $5.5 billion valuation. POET Technologies (POET) is the public company that signed in May to build its optical engines, a $50 million order that can scale to $500 million.
Applied Optoelectronics (AAOI) did a double beat and guided up 42%. Why did the stock tank to $115 before clawing back?
AAOI did a double beat and guided Q3 up 42%. After the report the stock spiked to $142, tanked to $115, then clawed back to around $125. I own it, I'm holding, and here's why I think next week is the real move.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028: what it means for NVDA, AMD, and the photonics trade
SemiAnalysis says Nvidia's Kyber NVL144 rack is delayed more than a year to 2028, its backup design was scrapped, and Rubin Ultra was quietly cut in half. NVDA barely moved and AMD jumped instead. Here's what it means for the wider photonics trade, from Coherent and Lumentum to POET Technologies.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.