Matt MurphyChairman & CEO, Marvell Technology, Inc. (MRVL)
5 recorded appearances
Murphy and Jensen Huang framed NVIDIA's $2B investment in Marvell as a step toward joint AI infrastructure, spanning custom XPUs, NVLink Fusion-compatible scale-up networking and optical interconnect.
Murphy built the keynote around 'what defines the performance of AI infrastructure?' and argued the binding constraint is connectivity — interconnect and optics — rather than compute or memory alone.
Joint appearance announcing and explaining NVIDIA's $2B investment in Marvell and how it sits alongside NVIDIA's other partnerships.
Murphy connected his endurance-running discipline to running a semiconductor company through cycles, and argued the most valuable thing a leader gives someone is confidence.
Murphy directly addressed reports that Marvell had lost custom-silicon business at Amazon and Microsoft, defending the company's position in hyperscaler ASIC programmes.