“Chips are the building block of a new type of economy.”

It’s true, #AI is impacting every industry from retail to healthcare and it’s possible because of custom chips.

Read more about the demand for chips and the future of #AI in ConnectingAI #48: open.substack.com/pub/connecting…

The power of #6GHzWiFi will be huge for fans visiting Mercedes-Benz Stadium!

#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

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…

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

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…

Thanks Patrick Moorhead for this analysis! #connectedbybroadcom

Our thoughts on Broadcom Inc.'s 'Enabling AI Infrastructure' Event with Matthew Kimball and Will Townsend. $AVGO forbes.com/sites/patrickm…

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…

#Nextgen #AI 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…

☝️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,

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

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

Nvidia, Broadcom and the expanding breadth of AI momentum ift.tt/XkJc7jS

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

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

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)