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. …
Tomahawk 6
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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. …
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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. …
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. …
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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. …