A senior Inphi engineer indicates hyperscalers aim to maximize existing 800G infrastructure investments, with widespread 1.6T deployment not expected until closer to 2030 for most workloads. The expert notes Credo's success in active copper cables due to Marvell's prior focus on optical connectivity, but believes Marvell's next-gen offerings are now competitive.
Hyperscaler networking upgrade cycles are extending, reducing near-term demand for 1.6T solutions and intensifying competition in 800G and active copper segments.