Custom Silicon

Eridu, an AI networking startup founded by serial entrepreneur Drew Perkins, emerged from stealth on March 10, 2026 with an oversubscribed $200 million Series A to build clean-sheet network switches with custom silicon designed from the ground up for AI data centers. The company argues that existing networking hardware — from Broadcom, Nvidia, Cisco, and Marvell — is hitting an architectural ceiling that incremental improvements can’t fix, and that connecting millions of GPUs requires a fundamentally different approach to switch design. ...

Marvell Technology just projected fiscal 2028 revenue near $15 billion, blowing past Wall Street estimates on the back of explosive AI data center demand. For network engineers, this isn’t just a stock market story — Marvell silicon sits inside the switches, optics, and DPUs you configure every day. Understanding what’s driving this growth tells you exactly where data center networking is headed. Key Takeaway: AI workloads are fundamentally reshaping data center network architecture, and the silicon providers like Marvell building custom ASICs, 800G/1.6T optics, and DPUs are the clearest signal of where your career should be pointing. ...