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December 3, 2025 · 24-Hour AI Briefing: Marvell’s $5.5B Bet, Apple’s Health Push, and Google’s Search Shift

AI infrastructure, wearable health, and search interaction all took meaningful turns today. From Marvell’s push into photonic interconnects, to Apple applying AI to PPG-based cardiovascular signals, to Google reshaping search into a continuous dialogue—this has been another busy 24 hours in the AI world.

1. Marvell to Acquire Celestial AI for Up to $5.5B — A Bid to Challenge NVIDIA and Broadcom

Marvell announced plans to acquire Celestial AI for up to $5.5 billion, gaining access to its photonic interconnect platform. The deal aims to strengthen Marvell’s position in AI data-center connectivity and compete more directly with NVIDIA’s NVLink and Broadcom’s switching ecosystem. Amazon is backing the deal through stock warrants, signaling strategic alignment.

Commentary：
Marvell wants to secure a position in the next generation of AI infrastructure. But can a single acquisition achieve that? Traditional electrical interconnects are nearing their performance ceiling, while Celestial AI’s photonic approach directly targets the weaknesses of NVIDIA’s NVLink and Broadcom’s high-end switches: lower energy consumption, higher bandwidth, and lower latency.

Amazon granting stock warrants is even more telling—it’s an open signal that AWS is exploring alternatives to NVIDIA’s networking stack and does not want to be locked into NVLink forever.

Will NVIDIA’s NVLink + InfiniBand + Spectrum-X moat begin to erode?
Still, the $5.5 billion price tag is huge for Marvell. Is this a precise strategic strike, or a risky overreach?

2. Apple Uses AI to Extract Deeper Cardiovascular Signals from PPG; iPad Market Share Falls in China

A new Apple research paper shows that AI models can extract significantly deeper cardiovascular insights from Apple Watch’s optical heart-rate sensor (PPG). Meanwhile, iPad shipments in China dropped to 2 million units, pushing market share down from 29% to 23%, overtaken by Huawei, Xiaomi, and Lenovo’s aggressively priced Android tablets.

Commentary：
AI-enhanced PPG analysis could substantially strengthen Apple Watch’s medical value—turning low-cost optical sensors into high-value health diagnostics. Whoever can extract the most insight from inexpensive sensors will define the next wave of AI-driven health wearables.

But the iPad’s dramatic market-share decline paints a different picture. Local brands dominate student and productivity segments with better pricing and localized ecosystem features. Apple’s slow AI rollouts weaken its competitiveness in China’s quickly evolving device market.

What must Apple do to reverse this downward trajectory?

3. Google Tests Integrated “AI Overview + AI Mode,” Turning Search Into a Persistent Dialogue

Google is testing an integrated interface that merges AI Overview with AI Mode, allowing users to interact with AI directly from the results page without switching contexts.

Commentary：
This may look like a small UX update, but it’s a major strategic shift. Allowing continuous dialogue on the results page signals a transformation from traditional keyword search toward conversational search.

The intention is clear: keep users inside Google’s environment rather than directing them to external websites. However, this could accelerate the decline of SEO-driven traffic and make the open web more dependent on Google’s interface.

Google is no longer treating search as a query box—it is evolving it into a perpetual conversation window.

But is this a confident offensive move, or a defensive response to competitors like ChatGPT, Perplexity, Grok, and Qwen?

Past 72 Hours: Key AI Stories

Author: NEW_IDEACreation Time: 2025-12-03 05:20:05
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