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EpisodeTuesday, June 2, 2026 · 15 min
$episode№040·date2026-06-02·duration15 min·turns91

Marvell Says Connectivity Is the Next AI Bottleneck — and Jensen Huang Agreed

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Marvell Says Connectivity Is the Next AI Bottleneck — and Jensen Huang Agreed
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Marvell's Computex keynote with Jensen Huang on stage declared connectivity the next AI scaling bottleneck — and a new arXiv paper on cross-instance KV routing shows exactly why the network traffic patterns we've been optimizing for are already wrong.

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91 turns · ~11 min read
HOST A

Welcome to Amaze Networks for Monday, June second.

HOST B

Can I jump in? Because there's a paper that dropped this morning that I've been thinking about since I read it, and it reframes the entire conversation about what AI networking is actually optimizing for.

HOST A

Go ahead. What is it?

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