Inside AI Connectivity: Marvell Leaders on Optics, Demand and Scale Across | 23 Oct 2026 | Marvell Technology

1. Executive Briefing (TL;DR)

• $80 Billion TAM Target by FY2031 [00:01:27]: Marvell CEO Matt Murphy outlined an $80 billion TAM midpoint target heading into FY2031, underpinned by networking and connectivity replacing compute and memory as the primary structural rate-limiters in AI cluster scaling.
• Scale-Up Optics Solving the "Copper Wall" [00:02:16]: Physical constraints of copper interconnects ("copper wall") and memory access ("memory wall") are driving scale-up optical interconnects directly onto the tray and inside the server rack for accelerator-to-accelerator and accelerator-to-memory data transfers.