Attacking Interconnects And Networks Across All Scales
There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …
There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …
One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …
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. …
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. …
“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …
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. …
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. …
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
It has been clear for some time that Japan wants to have a certain amount of economic and technical independence when it comes to cloud computing in the Land of the Rising Sun. …
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