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![rubicon59 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::17825986.png) rubicon59 [@rubicon59](/creator/twitter/rubicon59) on x 15.7K followers
Created: 2025-07-10 14:38:40 UTC

Not mentioned, but $MRVL is a key vendor providing 800G and 1.6T optical modules, directly supporting the AI-driven demand.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943318962059489375/c:line.svg)

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[Post Link](https://x.com/rubicon59/status/1943318962059489375)