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. …
Doubling the transistor count every two years and therefore cutting the price of a transistor in half because you can cram twice as many on a given area transformed computing and drove it during the CMOS chip era. …
Speaking metaphorically, the blast area of a datacenter should only be so large, for mechanical as well as technical reasons, in order to mitigate the risk of a failure taking out too many machines. …
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