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Big technology companies are beginning to connect GPU clusters across nearby campuses with high-speed optical networks, allowing them to function as a single AI system, the report says. Digitimes calls the approach \"Scale-Across,\" which could help cloud-service providers keep adding computing capacity even when power, cooling or land at a single site becomes limited. The shift is expected to boost demand for advanced optical networking, creating opportunities for suppliers like Ciena, Nokia, Cisco and Marvell, the report 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Odds: Will MRVL, RBRK, WDAY Beat Earnings Tomorrow?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662721746","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662721746?lang=en_us&edition=fundamental","pubTime":"2026-08-27 01:48","pubTimestamp":1787766526,"startTime":"0","endTime":"0","summary":"On Thursday, August 27, Marvell ($MRVL), Rubrik ($RBRK), and Workday ($WDAY) will report their earnings. 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Stock Outlook: Top Susquehanna Analyst Sees More Upside for MRVL Ahead of Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662275491","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662275491?lang=en_us&edition=fundamental","pubTime":"2026-08-26 03:47","pubTimestamp":1787687244,"startTime":"0","endTime":"0","summary":"Marvell Technology ($MRVL) is slated to report Q2 earnings this Thursday, and analysts expect another strong update as AI networking demand keeps 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Marvell Seen Benefiting from Custom Silicon Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2662564117","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662564117?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:39","pubTimestamp":1787675940,"startTime":"0","endTime":"0","summary":"1239 ET - A look at hyperscalers' most recent earnings suggests that the momentum behind custom silicon chips, or ASICs, remains strong, creating upside potential for custom chip makers Broadcom and Marvell Technology, JPMorgan analysts write in a note. Google's most recent results suggested continued investment in its internal TPUs, they note, while Amazon \"was much more explicit in validating the custom ASIC thesis\" in touting demand for its Trainium chips. \"AI infrastructure is becoming increasingly heterogeneous, with hyperscalers optimizing across GPUs, custom AI ASICs, CPUs, networking, and connectivity to improve TCO, performance per watt, supply assurance, and workload-specific efficiency - all of which are highly supportive of our top picks: AVGO and MRVL,\" the analysts write. Broadcom ticks up 0.4%, while Marvell trades up 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