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. …
There are exceptions to every rule, but in general, when it comes to datacenter networks, enterprise customers are doing now what the hyperscalers and cloud builders were doing six or seven years ago. …
Cisco Systems may still be the biggest supplier of switches and routers in general, but it has long since been surpassed by Broadcom when it comes to suppling the silicon that does the switching itself and sometimes even a little bit of routing in the datacenter in particular. …
If hyperscalers, cloud builders, HPC centers, enterprises, and both OEMs and ODMs like one thing, it is a steady drumbeat of technology enhancements to drive their datacenters forward. …
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