https://k4i.com/tags/noam-mizrahi/ Recent content in Noam Mizrahi on k4i.com Hugo en-us Sun, 21 Jun 2026 00:00:00 +0000 https://k4i.com/marvell-mrvl-at-310-its-israeli-cto-names-the-bottleneck-the-market-already-paid-to-solve/ Sun, 21 Jun 2026 00:00:00 +0000 https://k4i.com/marvell-mrvl-at-310-its-israeli-cto-names-the-bottleneck-the-market-already-paid-to-solve/ <p>Noam Mizrahi has been saying the same thing for two years, and the market has only just decided to believe him. Marvell&rsquo;s corporate CTO, based at the company&rsquo;s Israeli site and a Technion graduate, has argued since the early innings of the AI build-out that the constraint on the next leap was never going to be the processor. It was going to be the wire between the processors — and then the optics, when copper ran out of reach. The industry called this a backwater. Marvell bet the company on it. The bet has now compounded into one of the most violent re-ratings the semiconductor tape has produced this cycle.</p>