Monday, May 20, 2024

Broadcom intros 400G RoCE/RDMA Ethernet NICs

 Broadcom has announced the release of its latest 400G PCIe Gen 5.0 Ethernet adapters, aimed at enhancing the efficiency and performance of data centers, particularly those focused on AI applications. These new products are designed to address the needs for higher bandwidth and improved connectivity in environments where XPU bandwidth and cluster sizes are expanding rapidly.Key Points:Advanced Manufacturing: The adapters are the industry’s first...

Microsoft and Qualcomm herald the AI PC era

 In a significant leap for PC technology, Microsoft, in collaboration with global OEMs, has unveiled a new range of PCs powered by Qualcomm's cutting-edge Snapdragon X Elite and Snapdragon X Plus processors. These devices promise to transform user interactions through advanced AI-driven capabilities.Central to this technological revolution is Microsoft's Copilot+, designed to radically change how users engage with their PCs. The innovative software...

Tech Update: Massive Bandwidth Growth to/from AI Data Centers

The surging demand for AI data centers will put a strain on the underlying infrastructure. Russ Esmacher, SVP Strategy, Marketing and Corporate Development from Infinera discusses:  - The proliferation of data centers supports applications such as AI, cloud, and compute, driving bandwidth and connectivity across all markets. - There is a huge need for solutions and tools to stay ahead of this curve of massive bandwidth growth, focusing...

Dell’Oro: RAN Market Still a Disaster

Preliminary findings reveal that the Radio Access Network (RAN) market is still struggling after the peak in 2022, according to a new report from Dell’Oro Group. The results in the first quarter were exceptionally weak, underpinned by poor results across most suppliers. Preliminary findings suggest that the overall 2G-5G RAN market—including baseband plus radio hardware and software, excluding services—declined 15 to 30 percent in 1Q 2024, resulting in a third consecutive quarter of double-digit contractions.“It’s difficult to find a silver lining...

Dell’Oro: Microwave Transmission Market Dips 8% in Q1

Point-to-point Microwave Transmission equipment revenue declined 8 percent year-over-year in the first quarter of 2024, according to a new report from Dell’Oro Group. The market contraction was mostly due to a rapid deceleration in mobile radio deployments in the quarter.“This was a tough quarter for the microwave transmission equipment market,” stated Jimmy Yu, Vice President at Dell’Oro Group. “The market slowdown occurred across multiple geographies with only two regions posting a positive year-over-year growth rate. Those regions were North...

SambaNova adds Lip-Bu Tan as Executive Chairman

SambaNova Systems, a full-stack AI platform driven by its custom silicon, appointed Lip-Bu Tan as its new Executive Chairman. Lip-Bu Tan is a recipient of the Robert N. Noyce Award, the Semiconductor Industry Association’s highest honor, for his outstanding contributions. In 1987, he founded Walden International, a venture capital firm that has been instrumental in driving the growth of semiconductor innovation. Lip-Bu’s transformative leadership...

Aviz enables RoCE-based AI fabric for Tensorwave’s GPU service

 Aviz Networks is working with TensorWave, a start-up building a GPU-as-a-Service. The collaboration is focused on intelligent networks powering AI by implementing RoCE (RDMA over Converged Ethernet)-based AI fabrics to optimize GPU as a service offerings. The implementation features Aviz’s Open Network Enterprise Suite (ONES) multi-vendor SONiC solution.By deploying Aviz Networks’ technology, TensorWave will enhance its GPU as a service offering...

Astera Labs tests PCIe 6.x interoperability

 Astera Labs announced expanded PCIe 6.x testing capabilities in its Cloud-Scale Interop Lab to enable seamless interoperability between Aries 6 PCIe/CXL Smart DSP Retimers and a broad range of PCIe 6.x hosts and endpoints. This paves the way for AI platform developers to design high-bandwidth, low-latency PCIe 6.x connectivity with confidence, reduce overall development time, and deploy at scale.Higher bandwidth PCIe 6.x technology is required...

Broadcom expand its Global Cybersecurity Aggregator Program

 Broadcom is expanding its Global Cybersecurity Aggregator Program with a new Accelerate Program aimed at providing enhanced service levels for more Broadcom software solutions delivered to a broader range of Broadcom customers across multiple geographies.Through the Broadcom Accelerate Program, partners will act as an extension of the Broadcom team, helping customers receive the most value from their Broadcom software investment. This includes providing deep technical support capabilities in the customer's preferred language and time zone,...