AI
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …
Broadcom
Connect
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. …
Connect
The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics
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. …
AI
Broadcom Goes Wide With AI Systems And Takes On The ODMs
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. …
Compute
Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU
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. …
Connect
Broadcom Stretches Switching Across Datacenters With Jericho 4
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. …
Connect
Big AI Wave Will Lift Arista To $10 Billion Two Years Early
Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
Connect
Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone
InfiniBand was always supposed to be a mainstream fabric to be used across PCs, servers, storage, and networks, but the effort collapsed and the remains of the InfiniBand effort found a second life at the turn of the millennium as a high performance, low latency interconnect for supercomputers running simulations and models. …
AI
Broadcom At The Crossroads Between Merchant And Custom Silicon
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …
Connect
The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs
While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …