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2 Jun 2026, 09:11
Nvidia’s $2B AI bet turns spotlight on Marvell
NVIDIA is moving ahead and beyond AI chips towards networking, photonics, and custom silicon. It seems that challenges have now shifted from computing power to connectivity. The Chip maker is partnering with some key suppliers. This includes Marvell Technology, Lumentum, and Coherent Corp with an investment of around $2 billion. Jensen Huang, CEO of Nvidia, called Marvell “The Next Trillion-Dollar Company” at Computex in Taiwan. He tried to renew investor interest in the AI networking and custom-chip maker. Marvell shares rose by more than 12% following the remarks. It extended a rally that has seen the stock more than double in 2026 as investors bet on growing demand for AI infrastructure. Data shows that Marvell shares are up by almost 24% in the pre-market trading session. Marvell sees AI demand accelerate The partnership between Nvidia and Marvell Technology centers on advanced networking, custom silicon, and silicon photonics technologies. Marvell is also participating in Nvidia’s NVLink Fusion ecosystem, which enables cloud providers and other partners to connect custom accelerators and processors to Nvidia’s AI infrastructure . As AI clusters become larger and more complex, networking and interconnect technologies are becoming increasingly critical alongside computing power. Marvell’s recent financial results suggest why investors are bullish on it. Data shows that the company’s forecast for second-quarter revenue is around $2.7 billion. It is above all the Wall Street estimates. A report suggests that its custom-chip business could generate more than $10 billion in annual revenue by fiscal 2029. Marvell also raised its fiscal 2028 revenue outlook to about $16.5 billion and expects its data-center business to grow roughly 50% this year, driven by AI-related demand from hyperscale cloud providers. Despite the bullish outlook, Marvell remains well below the trillion-dollar threshold. The company currently has a market capitalization of roughly $190 billion, meaning it would need to increase its value by more than five times to reach $1 trillion. Nevertheless, investors have rewarded the company’s expanding role in AI infrastructure, with shares gaining more than 100% year to date as demand for custom AI chips, optical interconnects, and data-center networking solutions continues to accelerate. Marvell CEO Matt Murphy noted that AI infrastructure is entering a new phase of limitations. He said that computing was the initial limitation, followed by memory. Now, connectivity is the main limiting factor. This change is due to the large-scale use of AI cluster solutions, which require high-speed connections between different systems. Marvell’s AI infrastructure bet pays off Marvell has shifted its focus to areas experiencing rising demand. Data centers used to account for less than 10% of the company’s revenues. At present, their share has reached around 75% based on Marvell’s last financial report. Demand from top cloud companies has been increasing as they build new AI infrastructure. For the AI networking market, companies are defining their strategies based on how they address the data movement aspect of AI infrastructure. Each company is targeting different areas within the stack. For example, Marvell Technology targets custom silicon, optical interconnects, and networking semiconductors for hyperscalers. The company sees itself as a rapidly growing entrant in the market for next-gen AI connectivity with growing interest in silicon photonics and rack-scale interconnects. Broadcom is currently the dominant player in the data center networking market. The company has established itself as an absolute leader in the market for Ethernet switches and provides embedded infrastructure solutions to major cloud players. This leadership position has been achieved due to its scale and presence in most global data centers. On the other hand, AMD is not a major networking company but one that provides compute power. In the case of AI infrastructure, AMD can be considered an indirect participant in networking, which relies on the power of its CPUs and GPUs. If you're reading this, you’re already ahead. Stay there with our newsletter .
2 Jun 2026, 09:08
Hyperliquid Trader Turns $28K Into $3M as Grayscale HYPG ETF Targets 0.29% Fee Launch
Hyperliquid News A Hyperliquid trader operating wallet 0xcf6 has converted an initial deposit of $27,950 into nearly $3 million in roughly two months, on-chain analytics show. The account opened in...
2 Jun 2026, 09:07
Bitcoin Breaks Below $70K as Mt. Gox Moves $739M and Strategy Sells 32 BTC
Bitcoin News Bitcoin sliced below the $70,000 mark on Tuesday for the first time in nearly two months, printing a fresh local low of $69,631 as sellers tightened their grip on the market. The break...
2 Jun 2026, 09:05
NEAR Co-Founder Says Quantum-Resistant Crypto to Launch This Month
BitcoinWorld NEAR Co-Founder Says Quantum-Resistant Crypto to Launch This Month Illia Polosukhin, co-founder of NEAR Protocol (NEAR), announced via X that the project plans to launch its quantum-resistant cryptography technology this month. The development marks a significant step in preparing blockchain infrastructure for the eventual threat posed by quantum computing. Quantum Threat to Blockchain Security Quantum computers, once sufficiently advanced, could theoretically break the cryptographic algorithms that secure most blockchain networks, including Bitcoin and Ethereum. Current public-key cryptography, such as elliptic curve digital signature algorithm (ECDSA), is vulnerable to Shor’s algorithm, which a powerful quantum computer could use to derive private keys from public ones. NEAR Protocol’s initiative aims to implement post-quantum cryptographic standards that would resist such attacks, ensuring long-term security for users and applications built on the network. Polosukhin’s announcement indicates that the technology is ready for deployment after research and development phases. Implications for the Crypto Ecosystem The launch of quantum-resistant features on NEAR could set a precedent for other blockchain projects. While quantum computing remains an emerging technology, the timeline for practical quantum threats is uncertain, making proactive adoption of quantum-safe cryptography a strategic priority for forward-looking networks. Industry experts note that transitioning to quantum-resistant algorithms is not trivial; it requires careful implementation to avoid introducing new vulnerabilities or degrading performance. NEAR’s approach may serve as a case study for the broader crypto ecosystem. What This Means for Users and Developers For NEAR users, the upgrade is expected to be transparent, with wallet addresses and transaction processes remaining largely unchanged on the front end. Developers building on NEAR will need to adapt their applications to support the new cryptographic standards, though the network aims to provide tools and documentation to ease the transition. The announcement also signals that NEAR is positioning itself as a security-focused blockchain, potentially attracting institutional users and projects requiring long-term data integrity. Conclusion NEAR Protocol’s upcoming quantum-resistant cryptography launch represents a proactive move to future-proof blockchain security. As quantum computing advances, such measures may become essential for maintaining trust in decentralized systems. The crypto industry will be watching closely as NEAR implements this technology in the coming weeks. FAQs Q1: What is quantum-resistant cryptography? Quantum-resistant cryptography refers to cryptographic algorithms designed to be secure against attacks from quantum computers, which could break current encryption methods like RSA and ECDSA. Q2: When will NEAR launch its quantum-resistant features? According to co-founder Illia Polosukhin, the launch is planned for this month, though an exact date has not been specified. Q3: Will the upgrade affect existing NEAR wallets and transactions? The upgrade is designed to be transparent for end users, with minimal disruption. Developers may need to update their applications to support the new cryptographic standards. This post NEAR Co-Founder Says Quantum-Resistant Crypto to Launch This Month first appeared on BitcoinWorld .
2 Jun 2026, 09:02
Pundit Says Changing My XRP to XLM Is Not a Mistake. Here’s why
A debate over the future roles of XRP and XLM in financial infrastructure has intensified after crypto enthusiast hypebeast.eth defended his decision to convert his XRP holdings into XLM. He argues that publicly available patent documents support his position. In an X post, hypebeast.eth stated that changing his XRP holdings to XLM “is not a mistake,” pointing to two patent applications filed by the Depository Trust & Clearing Corporation (DTCC), identified as US20250078162A1 and US20250078065A1. According to the commentator, the documents indicate support for XLM, XRP, both networks, or other compatible distributed ledger technologies such as the Canton Network. The post emphasized that references to the XRP Ledger and XRP within the patents should not automatically be interpreted as confirmation that the technology will ultimately be used. Hypebeast.eth argued that while mentions of XRPL and XRP are significant, they do not guarantee implementation. He encouraged readers to verify the documents themselves and stressed that his conclusions are based on information contained within the patent filings. Changing my $XRP to $XLM is not a mistake DTCC patents (US20250078162A1 & US20250078065A1) support only XLM or only XRP , both or any compatible DLT like Canton Network $CC . XRPL/XRP mention is meaningful,but doesn’t mean they must use it. Fact check it yourself. Documented pic.twitter.com/0YMVvM7YAe — hypebeast.eth (@hypebeasteth) May 31, 2026 Critics Challenge the Interpretation The post attracted criticism from several members of the XRP community who disagreed with the conclusion that the patents strengthen the case for favoring XLM over XRP. One respondent, Jaymerc, argued that the move away from XRP disregards years of development and institutional relationships associated with the broader XRP ecosystem. In his response, he highlighted factors such as Ripple’s business operations, banking partnerships, stablecoin initiatives, and treasury-related activities as reasons why XRP remains well-positioned for future adoption. Jaymerc also pointed out the historical connection between XLM and XRP, noting that Stellar originated from technology related to XRP’s early development. He suggested that the two ecosystems may ultimately serve different functions rather than compete directly. According to his view, XLM could focus on retail-oriented use cases while XRP handles other segments of the financial market. The commenter concluded by warning that abandoning XRP in favor of XLM could prove to be a costly decision in the long term. Debate Over Patent Significance Continues Another prominent response came from crypto commentator THE XRP ARCHITECT, known on X as TheCyberBull. The commentator dismissed the original argument, stating that the existence of the patents supports the likelihood of usage rather than undermining it. We are on X, follow us to connect with us :- @TimesTabloid1 — TimesTabloid (@TimesTabloid1) June 15, 2025 THE XRP ARCHITECT further argued that both XRP and XLM could be utilized within different transaction categories. According to the response, XLM may be suitable for smaller-value transfers while XRP could serve larger-value financial movements. Hypebeast.eth replied to the criticism by maintaining his position. He acknowledged the negative reactions he has received from members of the XRP community in recent days and said he has become accustomed to the criticism. Despite the pushback, he reiterated that he is relying on what he considers documented facts contained within the patent filings. The exchange highlights the ongoing debate within the digital asset community regarding how emerging financial infrastructure could incorporate blockchain networks. While participants continue to interpret the DTCC patent applications differently, the discussion underscores the attention that investors are paying to institutional documents as they assess the potential future roles of XRP, XLM, and other distributed ledger technologies. Disclaimer : This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are advised to conduct thorough research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses. Follow us on X , Facebook , Telegram , and Google News The post Pundit Says Changing My XRP to XLM Is Not a Mistake. Here’s why appeared first on Times Tabloid .
2 Jun 2026, 09:00
Why Strive is making a $4.2B Bitcoin bet despite growing scrutiny
The treasury segment faces uncertainty after Strategy's first BTC sell-off in three years.
