AI Doesn’t Need More GPUs — It Needs Faster Wires $NVIDIA(NVDA)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Over the past three years, whenever artificial intelligence comes up, most people immediately picture the same thing: NVIDIA's H100 GPUs forming massive black walls of compute power, followed by the Blackwell architecture's B200 chips, and then the Rubin platform. Investment bank reports compete to outdo each other on who has the most exaggerated claims about compute capacity, parameter counts, or teraflops per second. But here's the key question few people rea
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