$MRVL

Goldman Sachs just projected the AI optical networking market hitting $154B by 2028 - nearly 10x from today. As GPU clusters scale into multi-rack systems like NVIDIA's NVL576, the bottleneck shifts from compute to the fabric connecting it all. 10 companies across the photonics supply chain: 1. $MRVL - Marvell Technology Designs the optical DSPs and custom interconnect silicon that encode and decode data moving between GPUs at 800G and 1.6T speeds. Data center revenue hit $1.5B last quarter - 74% of total revenue - up 38% year over year. Record quarterly revenue of $2.075B.