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
https://www.linkedin.com/in/vijaynagarajan/ 17-01-2010 02:53:27
1,9K Tweets
546 Followers
883 Following
#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
This is a great read MoorInsightsStrategy chief analyst Patrick Moorhead was one of only a few industry analysts invited to Broadcom Inc. #AI investor day & I weigh in on Ethernet vs NVIDIA InfiniBand & more in his Forbes Tech contribution 🤓 bit.ly/3PMMXl9
Our thoughts on Broadcom Inc.'s 'Enabling AI Infrastructure' Event with Matthew Kimball and Will Townsend. $AVGO forbes.com/sites/patrickm…
☝️Great chat on the future of ethernet! Sure to follow these interesting handles and brands below 👇
Ultra Ethernet Consortium, AMD, STH, Rebecca Lipon Weekly, Chris DePuy, Tim Prickett Morgan, VMware Telco Cloud , Gartner, Williams Racing, Vijay Nagarajan, Six Five Media, Krish Prasad, IDC,…
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…
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…
This week's #BreakingAnalysis looks at NVIDIA #GTC24 & Broadcom Inc.'s Investor Day hosted by Charlie Kawwas; how the #AI trade is broadening to some like Ansys Cadence Synopsys & Dell & why firms like Snowflake & Cisco face friction from other forces thecuberesearch.com/breaking-analy…
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…
Emergence of Consumer AI Dominates as Networking and Interconnects Take Center Stage in Broadcom's Vision
video.cube365.net/c/952514
#Broadcom #ConsumerAI #EnterpriseAI #Networking #Interconnects #NVLink #PCIe #Ethernet #InfiniBand #Technology John Furrier Dave Vellante
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)…