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. …
Broadcom
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. …
Control
Taking On VMware, HPE Mashes Up VM Essentials With Morpheus Cloud Controller
The rapid changes Broadcom instituted after buying virtualization stalwart VMware for $61 billion in late 2023 continue to shape the virtualization and cloud spaces, with some enterprises facing significant higher pricing, new licensing plans, and bunding options looking for alternatives, vendors offering them alternatives, and companies rolling out plans to help with the migrations. …
Compute
The Chips Are Definitely Not Down
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
Connect
UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch
Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that dwarf Ethernet interconnects, they can never catch up. …
Compute
Broadcom And Marvell Ride The Compute Engine Independence Wave
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …
Compute
Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …
Compute
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
Control
Red Hat Woos VMware Shops With OpenShift Virtualization Engine
Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been highly publicized despite assertions by Broadcom and VMware executives that such reports are little than FUD – short for fear, uncertainty, and doubt. …
AI
How Long Before Broadcom Makes More AI Compute Engines Than Nvidia?
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …