Marvell Lumentum Acquisition: Why Nvidia Is Betting on AI Optics
Marvell is buying Lumentum for an implied $115 billion to own the lasers AI data centers need, and Nvidia has $2 billion in each company.
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Cadence Maestro: AI Models That Design Chips and Check Their Own Work
Cadence’s Maestro AI models design chip circuits and check them with EDA tools in a closed loop. What the four AI Super Agents do and how Maestro compares with GPT-Synopsys.
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CoreWeave Stock Plunges 25%: Why Neocloud Debt Is Reigniting AI Bubble Fears
CoreWeave stock fell about 25% in a week and its bonds now trade like distressed debt. The AI bubble debate is turning to whether GPU data centers can earn back their cost.
