Strategic advisory report mapping the competitive landscape in advanced packaging technologies, including investment thesis for key players and emerging challengers.
Blog
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AI Accelerator Market Share Tracker: Q4 2025 Update
Quarterly update tracking market share across GPU, XPU, and custom silicon accelerators. Includes unit shipments, revenue share, and hyperscaler procurement data.
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TSMC CoWoS Capacity Model: Supply vs. Demand Through 2028
An in-depth analysis of TSMC’s Chip-on-Wafer-on-Substrate advanced packaging capacity, examining supply constraints against surging AI accelerator demand through 2028.
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NVIDIA-Marvell NVLink Fusion Partnership Reshapes the Custom Silicon Landscape
NVIDIA and Marvell’s NVLink Fusion partnership marks a pivotal shift in the custom silicon ecosystem. By enabling hyperscalers to integrate their own XPUs directly into NVLink fabrics, this development fundamentally changes the competitive dynamics for custom ASIC vendors.
The partnership allows third-party silicon — including custom accelerators designed by hyperscalers like Google, Microsoft, and Amazon — to connect into NVIDIA’s NVLink interconnect fabric. This is significant because NVLink has historically been a proprietary moat for NVIDIA, ensuring that its GPUs remained the interconnect hub in large-scale AI clusters.
Marvell’s role as the enabling partner here is strategically important. The company’s expertise in custom ASIC design and its established relationships with major hyperscalers positions it as the primary bridge between the hyperscaler XPU ecosystem and NVIDIA’s dominant networking fabric.
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Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?
As terrestrial power constraints threaten to bottleneck AI infrastructure expansion, Starcloud’s orbital data center concept presents a radical alternative. The convergence of space-based compute and terrestrial AI infrastructure is no longer science fiction — it’s an emerging investment thesis.
The energy demands of AI training clusters have grown exponentially. NVIDIA’s latest DGX systems consume megawatts of power per rack, and hyperscalers are struggling to secure sufficient power capacity for their planned expansions. This is where Starcloud enters the picture.
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Marvell’s XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink
Marvell’s strategic acquisition of XConn Technologies represents a calculated move to build an open interconnect ecosystem that directly challenges NVIDIA’s proprietary NVLink dominance.
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Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
Microsoft’s Maia 200 represents the next evolution in hyperscaler custom silicon strategy. Unlike its predecessor, this chip is explicitly optimized for reinforcement learning workloads — a signal that the industry is moving beyond pure training acceleration.