Strong Interest Extends Beyond Hyperscalers, and Data Center Semiconductor Content Continues to Surge in Support of AI During its investor day, Marvell highlighted a significant trend in the semiconductor industry: the move toward custom solutions is both accelerating and expanding. What was once a speculative venture just five years ago… Read More »Marvell Investor Day Highlights Surge in Custom ASIC Demand
This week the OIF is holding a 448 Gbps Workshop to talk about the next generation’s electrical speed. The event includes multiple hyperscaler keynote presentations. On Tuesday, it was Google and Meta. We had the pleasure of moderating a panel on the electrical channel. 448 Gbps SERDES represents the first… Read More »OIF’s 448 Gbps Workshop
Scale-out (Backend) and Frontend Al Achieve Record Revenue with 2025 Expected o Exceed $10B Networks need to be specifically designed for AI workloads in order to achieve maximum performance. We can’t just use traditional networking. 2024 showed this with the rapid growth in InfiniBand, significant enhancements and purpose-built Ethernet products,… Read More »Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024
Significant Y/Y Progress with No Significant Delays in 800 Gbps, 1.6 Tbps, and 200 Gbps SERDES Once again, OFC 2025 was a great show held in San Francisco this year. We saw more exhibitors and people on the show floor, looking at the prize for AI/ML spending. Vendors focused on… Read More »OFC 2025: Bring on the CPO and Extend the Copper
NVIDIA’s GTC 2025 here in San Jose has showcased significant product innovation and a clear roadmap from Blackwell to Rubin, highlighting a yearly cadence of new product announcements. Not to be missed were Quantum (InfiniBand) and Spectrum (Ethernet) CPO announcements. For networking, GTC 2025 focused on scaleout CPO with InfiniBand… Read More »Views from GTC 2025
First Delivery of Silicon Indicates Technology Innovation Cycles are Accelerating The innovation and product cycles for Cloud infrastructure continue to push the limits of all technologies as Hyperscalers push AI to 1M XPU clusters and squeeze out efficiencies in order to scale power. The push towards AI will fundamentally change… Read More »Marvell 2nm to Usher in Next-Generation Platforms to Help Drive AI Workloads
Strong NVIDIA Momentum in Networking for AI in 2024, Led by NVIDIA Quantum InfiniBand, Also Surging NVIDIA Spectrum-X Ethernet Sales 2024 was an exciting year for AI. Overall spending on AI equipment in the data center blew past $200B in 2024 as larger Hyperscalers, new cloud startups, sovereigns, and pretty… Read More »Networking for AI represents Huge and Growing Part of DC CAPEX as Scale-up, Scale-out; Front-end Networks Support the Surge in Demand for AI Applications
As We Approach $100B/Hyperscaler in CAPEX, Supply Chain Will Continue to Adjust As Hyperscalers continue to push the envelope of what is technically feasible, we will see more announcements like the one earlier this month between Amazon and Marvell. The need to drive leading-edge technology at a more rapid pace… Read More »Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers
Deep Observability Market Forecast to Approach $2B by 2029 The last few months of the Observability market have been dominated by Cisco closing its acquisition of Splunk and incorporating Splunk into its broad Cisco networking and security portfolios. In doing so, Cisco is reprioritizing the security and observability components of… Read More »Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024
Custom 5nm NIC Displays Impressive Performance Marvell and Meta announced the co-development of the FBNIC. The FBNIC is a custom 5nm NIC ASIC built to optimize the performance of its infrastructure for general purpose servers. Marvell contributed the board design to the OCP community. The announcement was significant for the… Read More »Marvell Showcases Meta FBNIC at OCP 2024
