Chip designs are busting out beyond the reticle limits of lithography machines, making chiplets and high-bandwidth, in-package die-to-die interconnects inevitable. …
It has taken a lot of dreaming and even more engineering, but the many promises of silicon photonics are starting to make their way into real products in the datacenter. …
If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. …
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …
Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy enough or fast enough to take on the job of scaling AI training workloads across multiple datacenters. …
At some point, when the cloud bills get very high and the AI usage starts going up and up, the enterprise is going to want to stop paying a cloud and get their own iron and co-locate it in a rentable datacenter. …
Well, that didn’t take long. In April 2020, Nvidia completed its $6.9 billion acquisition of Mellanox Technologies for its InfiniBand and Ethernet switching, and a little more than five years and a GenAI boom later Nvidia has been crowned the leading revenue generator for Ethernet switching in the datacenter by IDC. …
Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …
Sales of GPU-accelerated servers are still hurting margins at Hewlett Packard Enterprise, as they are doing at all OEMs and probably the ODMs, too, but the good news is that they will be hurting less and less as sales of beefier and more profitable general purpose servers are on the rise and as sovereign clouds and neoclouds turn to HPE for iron and pay higher unit prices for gear. …
There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …
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