Marvell to Showcase Latest AI Data Center Connectivity Solutions at DesignCon 2026
A booth, a battleground and a technical argument about whether raw compute or the wires between servers will decide the next wave of AI dominance.
A crowded aisle at the Santa Clara Convention Center, engineers leaning over a demo rack, a product manager whispering to a systems architect about latency budgets — that scene is the new normal at trade shows where chips meet cables. The obvious read is this is another vendor press push ahead of larger chip launches; it looks like a show-and-tell meant to keep partners happy and investors reassured.
A closer read shows something more consequential for AI infrastructure planners: Marvell is framing connectivity as the active lever that will unlock scale for modern models, not just as an accessory. That shift from compute-first to interconnect-first changes procurement math for hyperscalers, rewires expectations for ODMs and forces software teams to account for deterministic bandwidth constraints in model placement decisions. This analysis leans heavily on Marvell press materials distributed for DesignCon, which shape the technical claims and demo list. Marvell newsroom published the initial roadmap and demo descriptions.
Why data center wiring suddenly matters more than a faster GPU
AI models are ballooning in memory and communication needs as parameter counts grow and sharding strategies become more aggressive. Moving tensors across sockets or boards at line-rate without wasting cycles on retransmits is now central to overall training throughput. Vendors that previously focused on raw FLOPS are being judged on how well their silicon enables cross-chip and cross-rack flow control and telemetry, not just peak MACs.
Competitors are racing similar plays. Broadcom has pushed hard into ultra-high speed Ethernet NICs tailored for AI traffic patterns, which changes how networks and NICs share the latency budget. Reporting on the new Thor Ultra 800G NIC highlights these shifts and underlines that vendors are competing on system-level throughput as much as on silicon features. TechRadar covered that product in detail. Meanwhile smaller connectivity specialists are showing rack-scale fabrics and retimer-based smart cables to solve the last-inch problems. Astera Labs and TE Connectivity are among the companies demoing approaches that aim to keep multi-rail racks coherent under extreme loads.
What Marvell is putting on the table at DesignCon 2026
Marvell has scheduled multiple panels and demos across February 24 to 26, 2026, and will host a booth at Exhibit Hall booth 904. The company lists demonstrations ranging from die-to-die 40 gigabit interfaces for high-bandwidth memory to 224 gigabit per lane SerDes over co-packaged copper and full-length active copper cables running at 200 gigabit per lane. The press materials also name PCIe 7.0 and PCIe 8.0 SerDes and active electrical cable demonstrations at both PCIe 6.0 and 1.6 terabit signaling rates. These items are explicitly aimed at reducing the friction between accelerators and memory, and at enabling rack-scale fabrics. Marvell newsroom.
Why the PCIe 8.0 demo matters for AI nodes
Marvell will demonstrate PCIe 8.0 SerDes running at a 256 gigatransfers per second data rate in the booth, a milestone that doubles the bandwidth potential compared to PCIe 7.0 and suggests a path to 1 terabyte per second bidirectional links when implemented across multiple lanes. The company positions that capability as a way to support high-speed networking, CXL attachments and GPU to GPU fabric extensions within racks. The investor-facing release and Business Wire distribution include the 256 GT per second figure and the expected timeline to standard finalization around 2028. BusinessWire via Marvell investor release.
Good wiring is invisible until it is not, and then it is the whole conversation.
The practical math every data center operator should run
A single training job distributed across eight accelerators can spend 20 to 40 percent of wall clock time waiting for tensor exchanges if the interconnect is mismatched to the model topology. If Marvell’s 200 gigabit per lane active copper option replaces a 100 gigabit solution, an operator could expect practical throughput to double for the most latency-sensitive shuffles, cutting training time by a non trivial margin and lowering energy per training run. For a hyperscaler running thousands of jobs, that reduces operational costs in a straight line from compute hours to power bills, and shrinks queuing delays for developers.
For mid sized AI providers, the math is less heroic but still real. Replacing 100 gigabit links with 200 gigabit active copper across 100 racks means an effective bandwidth increase that can support larger batch sizes without changing model code, saving software engineering time. There is also a trade off in capital expense: moving to active cables and co packaged connectors raises per rack hardware costs while promising lower system level power consumption, so each shop must compare amortized capital outlay to expected savings in OPEX.
Risks and open technical questions worth stressing
Physical layer claims need independent validation. Retimers, active cables and co packaged connectors add complexity to thermal and serviceability models inside a rack, and vendor lock in risk creeps back in if interoperability is not enforced by standards. Latency-sensitive AI workloads can be degraded by jitter introduced by complex retiming stages, and error handling in these high speed links is still a patchwork of vendor extensions that may not interoperate cleanly.
The timeline for PCIe 8.0 standardization to 2028 and for ecosystem silicon to catch up creates a multi year window where design choices made today may be stranded. That makes interoperability testing labs and open conformance suites more valuable than swag at a booth, which is not how engineers usually pick conference giveaways. Also, the cost of deployment for co packaged optics versus copper remains a moving target, influenced by supply chain variability that no press release can fully quantify.
Why hyperscalers and chip designers should watch this closely
If Marvell and its partners deliver robust, interoperable implementations of the demos they are showing, software stacks can be simplified and platform bills of materials can shrink. That makes the case for integrated rack design more compelling, and accelerates the shift from server centric scaling to rack centric scaling for very large AI models. Smaller teams get simpler hardware choices, which is excellent news if those teams dislike hardware debates almost as much as they dislike cold coffee.
Manufacturers and systems designers should schedule interoperability tests now. Waiting until production silicon ships risks repeating past mistakes where connectors or cable specs created months of troubleshooting and wasted racks. Also, plan for firmware and telemetry upgrades that can be field deployed without replacing the whole link, because incremental upgrades will be the practical reality.
A short forward look for 2026 to 2028
Marvell’s DesignCon demonstrations matter because they are a visible signal that the industry is treating connectivity as a first order design constraint for AI. Expect more standards noise, more retimer based solutions and a clearer premium on system level power efficiency through 2028. The vendors that deliver measurable interoperability will move fastest from demo racks to revenue.
Key Takeaways
- Marvell is showcasing end to end connectivity demos at DesignCon that aim to shift the infrastructure bottleneck from compute to interconnect in AI workloads.
- The company will demo PCIe 8.0 SerDes at 256 GT per second and multiple active cable and co packaged connectivity solutions that target rack scale performance.
- Operators must balance capital cost for active cables and co packaged connectors against projected OPEX savings from reduced training time and lower energy per job.
- Interoperability testing and standards compliance will determine which vendors move from booth demos to mass deployment.
Frequently Asked Questions
What exactly will Marvell show at DesignCon 2026 and when is the event?
Marvell will present demos and panels February 24 to 26, 2026 at the Santa Clara Convention Center and will operate booth 904 in the exhibit halls. The public agenda lists demos of die to die HBM links, 224 gigabit per lane SerDes, active copper cables at 200 gigabit per lane and PCIe 7 and 8 SerDes.
How would upgrading to 200 gigabit per lane links affect training time for large models?
Upgrading link bandwidth can reduce the time spent on inter node tensor exchanges, which can translate into a 10 to 30 percent cut in wall clock training time for some distributed workloads, depending on model sharding and network topology. The exact savings depend on how communication heavy the model is and how well the software stacks exploit the extra bandwidth.
Are Marvell’s demos ready for deployment or are they still engineering prototypes?
The demonstrations are intended to show feasibility and interoperability with partner components and are described in press materials as part of an evolving ecosystem. Deployment readiness will vary by product; systems teams should ask for compliance test results and field reliability data before large scale adoption.
Will adopting active cables and co packaged connectors lock a data center into a vendor?
Potentially, yes, if a supplier’s implementation is not standards compliant. Strong interoperability testing and clear conformance to open specifications reduce lock in risk, but early adopters should validate multivendor interop in lab settings before committing to large purchases.
How quickly will PCIe 8.0 impact real deployments?
Standards work and ecosystem builds suggest PCIe 8.0 could reach wide availability around 2028, with sampling and pre standard silicon appearing earlier. Deployment timing will depend on system integrator readiness and the pace of retimer and cable ecosystem adoption.
Related Coverage
Readers interested in the hardware side of AI should follow the evolution of ultra high speed NICs and the cooperation between switch vendors and cable manufacturers on rack scale fabrics. Coverage of co packaged optics adoption, CXL memory pooling and power distribution trends will also illuminate how total cost of ownership calculations shift for AI clusters.
SOURCES: https://www.marvell.com/company/newsroom/marvell-ai-dataCenter-connectivity-solutions-designcon2026.html, https://www.businesswire.com/news/home/20260224501423/en/, https://www.techradar.com/pro/this-is-the-fastest-ethernet-card-ever-produced-broadcom-thor-ultra-800g-nic-uses-pcie-gen6-x16-and-will-only-be-used-in-ai-datacenters, https://www.asteralabs.com/about/events/designcon2026/, https://www.te.com/en/about-te/events/designcon-2026.html