Daily Update - June 2nd, 2026
Marvell and Intel at Computex, and some Ayar labs in-rack optical scale up (demo).
Action packed day at Computex 2026. Very crowded, very tiring, very fun. Short update as usual for this week.
Be sure to check out the Semi Doped podcast on YouTube or your favorite podcast player!
Marvell Keynote at Computex
The whole talk was about how Marvell is at the forefront of optical connectivity. CEO Matt Murphy showed off their CPO switch, and spoke about how the copper wall is moving into the rack such that only very short interconnects are still in copper. In our opinion, this is overly optimistic and in-rack copper scale up is here to stay for the time being. Not to say optics is not important; both will coexist for at least a few more years. Marvell also announced their 102.4Tbps Teralynx switch.
Then Jensen showed up and called Marvell the next trillion dollar company. I guess that has stirred MRVL 0.00%↑ stock? Hmm, whatever. Here’s a fun video of him running in.
Intel ramps 18A, launches Panther Lake and Arc G3
Intel CEO Lip-Bu Tan announced at Computex 2026 that the company’s 18A process is now at full scale, with Core Ultra 3, Core 3, Clearwater Forest, and Xeon 6+ in production on the node. More than 300 Panther Lake devices are shipping, and Wildcat Lake has secured 70 designs. The keynote introduced the Arc G3 discrete GPU and highlighted 130+ edge devices across 4,000+ partners.
Austin attended Intel keynote and has better insights, but is too jet lagged right now to write on this update. We’ll likely do a full podcast episode on Computex next week, so stay tuned.
Oracle, ByteDance adopt Arm data-center CPUs
Arm said Tuesday at Computex that Oracle Cloud Infrastructure and ByteDance are using its data-center CPUs, joining a growing roster of Arm AGI CPU ecosystem customers that includes Cerebras, Cloudflare, F5, Meta, OpenAI, Positron, Rebellions, SAP, SK Telecom and Verda. Oracle cited momentum with Arm-based infrastructure across cloud-native workloads, naming Uber among the customers running on its Arm servers. The announcement builds on commitments Arm outlined at its Arm Everywhere event on March 24, where the company said agentic AI workloads would drive higher CPU demand in the data center.
Quick Hits
NVIDIA Jetson Brings Agentic AI to the Physical World (Nvidia)
AWS announces general availability of OpenAI GPT-5.5, GPT-5.4, and Codex models on Amazon Bedrock, expanding hosted third-party model offerings for enterprise customers. (AWS Blogs)
GoPro warns of going-concern risk amid the AI-fueled memory crunch, citing pricing pressure from constrained DRAM and NAND supply on its action-camera margins. (Bloomberg Tech)
Nextpower acquires battery energy storage specialist Prevalon Energy, expanding beyond solar power into the utility-scale BESS market increasingly tied to AI data center build-outs. (EE News Europe)
In Rack Optical Scale Up
There was this really cool looking rack that shows what optical scale up looks like. All those plugs in blue are ELSFP laser modules, and all the yellow cables are optical fibers going into a switch. Beautiful 🤌🏽
