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Deep & Emerging Tech·October 23, 2026·1 min read

32 TB RAM for your GPUs: Marvell shows revolutionary Photonic Fabric Memory Module that uses light to link up to 16 GPUs and slash CAPEX — but Nvidia won't stick around doing nothing

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Optically pooled 32 TB memory across up to 16 GPUs turns the GPU from a memory controller into a pure compute engine—if it ships on Marvell’s 2027 timeline, cluster design and capex math change. Infra teams planning multi-year buildouts should at least scenario-plan around disaggregated, photonic memory as a future option.

Deep & Emerging Tech

The real test for Moderna’s cancer vaccine isn’t about beating Keytruda. It’s keeping cancer from coming back in the long term.

For oncology operators, the question isn’t just whether Moderna’s cancer vaccine can match Keytruda in the short term—it’s whether it can durably suppress recurrence over years, which changes trial design, follow-up infrastructure, and payer negotiations. Early data will drive headlines, but long-term outcomes will drive formulary and care-pathway rewrites.