Vijay Nagarajan(@nvcidambi) 's Twitter Profileg
Vijay Nagarajan

@nvcidambi

Vice President at @Broadcom; Passionate technologist with a soft corner for #WiFi; Big believer in compassionate #leadership; Thoughts and opinions are mine.

ID:105667124

linkhttps://www.linkedin.com/in/vijaynagarajan/ calendar_today17-01-2010 02:53:27

1,9K Tweets

555 Followers

883 Following

Vijay Nagarajan(@nvcidambi) 's Twitter Profile Photo

has given us a masterpiece of tools.

Of course, this is all possible to the custom hardware solutions from innovators.

Read more on the latest on in my newsletter ConnectingAI #47: open.substack.com/pub/connecting…

#GenAI has given us a masterpiece of tools. Of course, this is all possible to the custom hardware solutions from #tech innovators. Read more on the latest on #AI in my newsletter ConnectingAI #47: open.substack.com/pub/connecting… #artificialintelligence #machinelearning
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Vijay Nagarajan(@nvcidambi) 's Twitter Profile Photo

Demand for is fueling the development of custom + advancements in hardware have enabled sophisticated .

For to flourish, we need custom chip solutions.

I, for one, am excited to see this growth continue.

More in ConnectingAI #46: open.substack.com/pub/connecting…

Demand for #AI is fueling the development of custom #chips + advancements in hardware have enabled sophisticated #AI. For #AI to flourish, we need custom chip solutions. I, for one, am excited to see this growth continue. More in ConnectingAI #46: open.substack.com/pub/connecting…
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Will Townsend(@WillTownTech) 's Twitter Profile Photo

This is a great read MoorInsightsStrategy chief analyst Patrick Moorhead was one of only a few industry analysts invited to Broadcom Inc. investor day & I weigh in on Ethernet vs NVIDIA InfiniBand & more in his Forbes Tech contribution 🤓 bit.ly/3PMMXl9

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Vijay Nagarajan(@nvcidambi) 's Twitter Profile Photo

As many of my peers return from Spring Break, I can’t help but to think about my next trip.

Of course, has us covered!

That’s just one small motivation for innovators to develop custom chips to keep up with the demands of .

ConnectingAI #45: open.substack.com/pub/connecting…

As many of my peers return from Spring Break, I can’t help but to think about my next trip. Of course, #AI has us covered! That’s just one small motivation for innovators to develop custom chips to keep up with the demands of #GenAI. ConnectingAI #45: open.substack.com/pub/connecting…
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Charlie Kawwas(@CharlieKawwas) 's Twitter Profile Photo

For AI infrastructure leadership, foundational technologies are imperative as they enable differentiated, high performance interconnects. Last week, we introduced the lowest power, highest performance 1.6T PAM4 modules that step up to next gen AI needs. broadcom.com/company/events…

For AI infrastructure leadership, foundational technologies are imperative as they enable differentiated, high performance interconnects. Last week, we introduced the lowest power, highest performance 1.6T PAM4 modules that step up to next gen AI needs. broadcom.com/company/events…
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Vijay Nagarajan(@nvcidambi) 's Twitter Profile Photo

demands a new level of performance.

I'm proud to work with colleagues at Broadcom Inc. that develop solutions that enable next generation AI.

Read about the innovative chips that are built for our AI future in ConnectingAI #44:

open.substack.com/pub/connecting…

#Nextgen #AI demands a new level of performance. I'm proud to work with colleagues at @Broadcom that develop solutions that enable next generation AI. Read about the innovative chips that are built for our AI future in ConnectingAI #44: open.substack.com/pub/connecting…
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Daniel Newman(@danielnewmanUV) 's Twitter Profile Photo

Some thoughts on new FORTUNE data on early Generative AI use cases and adoption.

I’ve been pretty consistent in saying that GenAI will start as an efficiency driver and a clear productivity gainer and the initial Killer apps will center around those items.

The TLDR in

Some thoughts on new @FortuneMagazine data on early Generative AI use cases and adoption. I’ve been pretty consistent in saying that GenAI will start as an efficiency driver and a clear productivity gainer and the initial Killer apps will center around those items. The TLDR in
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Daniel Newman(@danielnewmanUV) 's Twitter Profile Photo

TLDR on Broadcom Inc. Investor Day 👇🏻

1. Ethernet for AI is not going to die as a result of InfiniBand. It has economic advantages as well as on-par performance and lower fail rates. I expect this debate to last.
2. Broadcom has significant content across the AI cluster for front

TLDR on @Broadcom Investor Day 👇🏻 1. Ethernet for AI is not going to die as a result of InfiniBand. It has economic advantages as well as on-par performance and lower fail rates. I expect this debate to last. 2. Broadcom has significant content across the AI cluster for front
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Patrick Moorhead(@PatrickMoorhead) 's Twitter Profile Photo

Here’s another fun one. The guy who’s smiling (Frank Ostojic) runs Broadcom Inc.’s custom silicon group. He should be smiling as he announced that he has a third XPU design from a large “consumer AI company.”

To the right is a close up of the XPU. You can see the 2 compute units on

Here’s another fun one. The guy who’s smiling (Frank Ostojic) runs @Broadcom’s custom silicon group. He should be smiling as he announced that he has a third XPU design from a large “consumer AI company.” To the right is a close up of the XPU. You can see the 2 compute units on
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Tom's Hardware(@tomshardware) 's Twitter Profile Photo

Broadcom shows a gargantuan AI chip — XPU could be the world's largest chip built for a consumer AI company trib.al/yLcllpd

Broadcom shows a gargantuan AI chip — XPU could be the world's largest chip built for a consumer AI company trib.al/yLcllpd
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Dave Vellante(@dvellante) 's Twitter Profile Photo

This week's looks at NVIDIA & Broadcom Inc.'s Investor Day hosted by Charlie Kawwas; how the trade is broadening to some like Ansys Cadence Synopsys & Dell & why firms like Snowflake & Cisco face friction from other forces thecuberesearch.com/breaking-analy…

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Patrick Moorhead(@PatrickMoorhead) 's Twitter Profile Photo

Here's another one from Broadcom Inc. investor day, this time on copackaged optics.

L: One 51.2T all-optical co-packaged optics device 'Bailly' replaces 128 400G optical transceivers. The CPO is surrounded by the transceivers it replaces.

R: The next pic is the $AVGO CPO inside

Here's another one from @Broadcom investor day, this time on copackaged optics. L: One 51.2T all-optical co-packaged optics device 'Bailly' replaces 128 400G optical transceivers. The CPO is surrounded by the transceivers it replaces. R: The next pic is the $AVGO CPO inside
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Patrick Moorhead(@PatrickMoorhead) 's Twitter Profile Photo

Topline so far:
1/ $AVGO winning in Hyperscale AI custom accelerators (“XPUs”). 2 designs, now a new, third one, 10 years experience and broad IP portfolio. The third one is another “consumer” company.
2/ Broadcom Inc. made an very compelling case for Ethernet (versus Infiniband)

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Broadcom Inc.(@Broadcom) 's Twitter Profile Photo

Today, we are proud to share our broad portfolio of foundational technologies and advanced packaging capabilities that will enable the next generation of innovation in infrastructure.

Learn more about our latest offerings: bit.ly/3IJWvcL

Today, we are proud to share our broad portfolio of foundational technologies and advanced packaging capabilities that will enable the next generation of innovation in #AI infrastructure. Learn more about our latest offerings: bit.ly/3IJWvcL
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