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Why is Google still using Broadcom as a middleman to TSMC? Dylan Patel answers: "Broadcom is the biggest networking company in the world." "The networking side of things is so important, and the technical competence of everyone around the world besides Broadcom and Nvidia in networking is just not...

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TBPN

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128,752 views • 6 months ago •via X (Twitter)

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Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself. "Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"
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Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself. "Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"

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$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.
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$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

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As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.
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As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

SemiAnalysis

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AI-scale networking is hitting a new power and density ceiling — and Dell + Broadcom are rethinking the fabric from the thermals up. At SC25, Jim Wynia breaks down why Direct Liquid Cooling (DLC) is becoming a must for next-gen AI networks. Wynia puts it simply: when the hardware runs cooler, everything runs more efficiently — and the AI fabric scales further. Watch the full conversation on how Dell and Broadcom are reclaiming power and performance with the Tomahawk 6 and Enterprise SONiC.
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AI-scale networking is hitting a new power and density ceiling — and Dell + Broadcom are rethinking the fabric from the thermals up. At SC25, Jim Wynia breaks down why Direct Liquid Cooling (DLC) is becoming a must for next-gen AI networks. Wynia puts it simply: when the hardware runs cooler, everything runs more efficiently — and the AI fabric scales further. Watch the full conversation on how Dell and Broadcom are reclaiming power and performance with the Tomahawk 6 and Enterprise SONiC.

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Everyone is obsessed with networking. I mean it’s the number one career advice 🤦🏻‍♀️ But I don’t think networking works and here’s why 👇
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Everyone is obsessed with networking. I mean it’s the number one career advice 🤦🏻‍♀️ But I don’t think networking works and here’s why 👇

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IN NEWS: OpenRouter raises a $40M round led by a16z and Menlo Ventures. We spoke to Alex Atallah about the complexities of AI accessibility across different platforms: "AI is pretty unique. It's a battleground with lines being drawn around the models, and the models are just not available in all clouds." "Gemini is only in Google Cloud. Anthropic is in AWS and Google, but not Azure. Grok is in Azure and from X, but not Google Cloud." "We track them and we sort of allow you to orchestrate across all of the clouds."

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What's the next big trade in AI infrastructure after memory? We asked Meltem Demirors and Kelly Greer: "Memory is ripping now. We think the next narrative is gonna be around networking." "Jensen is doing the exact same thing now that he did with Mellanox in 2019 that turned NVIDIA from a GPU company into a systems and networking company. He's doing it again with Marvell." "Hyperscalers are literally telling you the two biggest bottlenecks for AI spend right now are networking and memory." "The tea leaves are written literally everywhere... the market's just been on the memory track. We're trying to get ahead of that."

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Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.

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The wait is over! NLL is back and bigger than ever. As the ultimate showcase of talent, passion, sportsmanship and networking, this year promises thrilling football action, fierce rivalries, and unforgettable moments. All teams are set, the stage is ready, almost all teams have strengthened their ranks. More than just football, the Ntare Lions League is a celebration of networking, brotherhood and tradition. Whether you're playing on the pitch or cheering from the stands, everyone is part of this exciting journey. But the biggest question remains Who will be crowned champions in Fort Portal? Bring on #NLLXV #NLLXV #Road2FortPortal

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Attention to all globers…. There’s a difference between the theory of gravity which is derived from the theory of relativity and the law of gravitation which describes gravitation as a constant in mathematical form. Gravity in the form of spacetime warping is a theory, this is why GR is titled ”The Theory Of Relativity” and not, “The Fact Of Relativity”. This takes nothing nothing more then a simple google search to figure out, just google it.

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AI is reshaping the data center. Hear from Paul Turner, Chief Product Officer of the VMware Cloud Foundation Division at Broadcom, on how Broadcom and AMD are helping organizations build AI-ready infrastructure with VMware Cloud Foundation and AMD Instinct MI350P Series GPUs.
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AI is reshaping the data center. Hear from Paul Turner, Chief Product Officer of the VMware Cloud Foundation Division at Broadcom, on how Broadcom and AMD are helping organizations build AI-ready infrastructure with VMware Cloud Foundation and AMD Instinct MI350P Series GPUs.

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Fresh Responds to SNEAKO and explains why networking is important 😳
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Fresh Responds to SNEAKO and explains why networking is important 😳

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$NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue. As AI clusters scale, the bottleneck becomes how fast GPUs, CPUs, memory and storage move data together because even the best chips underperform if the network cannot keep up. This is why Nvidia is selling the full AI factory stack.
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$NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue. As AI clusters scale, the bottleneck becomes how fast GPUs, CPUs, memory and storage move data together because even the best chips underperform if the network cannot keep up. This is why Nvidia is selling the full AI factory stack.

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A new, faster internet is here. DoubleZero’s high-performance global network is now live on mainnet-beta powered by 2Z. Welcome to the world of high-performance networking.
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A new, faster internet is here. DoubleZero’s high-performance global network is now live on mainnet-beta powered by 2Z. Welcome to the world of high-performance networking.

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Coatue CIO of Public Investments Jaimin Rangwalla explains why the market is rewarding AI infrastructure suppliers ..and punishing the hyperscalers buying the shortage: YTD Return: Sellers ~107% Buyers ~4% "Amazon & Google are in an unusual camp" Full list: Sellers of Products in Shortage: - Broadcom - Coherent - Marvell Technology - GE Vernova - Lumentum - Samsung Electronics - Micron Technology - NVIDIA - TSMC - SK hynix - Western Digital - Seagate Technology - SanDisk Buyers of Products in Shortage: - Amazon - Google - Meta Platforms - Oracle - Microsoft COATUE
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Coatue CIO of Public Investments Jaimin Rangwalla explains why the market is rewarding AI infrastructure suppliers ..and punishing the hyperscalers buying the shortage: YTD Return: Sellers ~107% Buyers ~4% "Amazon & Google are in an unusual camp" Full list: Sellers of Products in Shortage: - Broadcom - Coherent - Marvell Technology - GE Vernova - Lumentum - Samsung Electronics - Micron Technology - NVIDIA - TSMC - SK hynix - Western Digital - Seagate Technology - SanDisk Buyers of Products in Shortage: - Amazon - Google - Meta Platforms - Oracle - Microsoft COATUE

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What a week at #GoogleCloudNext in Las Vegas ✨ From sessions to showfloor demos to networking events, we were excited to partner with Google Cloud to advance how the AI ecosystem can build, deploy, and innovate in the cloud. Looking forward to working together to advance AI agents, physical AI, and beyond.
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What a week at #GoogleCloudNext in Las Vegas ✨ From sessions to showfloor demos to networking events, we were excited to partner with Google Cloud to advance how the AI ecosystem can build, deploy, and innovate in the cloud. Looking forward to working together to advance AI agents, physical AI, and beyond.

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Marathon's Gokul Rajaram: You can't vibe code DoorDash. Software alone can’t replicate a managed marketplace. That’s what makes them so durable. You can build the app and drive orders, but when something goes wrong in the physical world, who fixes it? In 2016, Google launched Google Food Ordering. At one point, it drove multiples of traffic to restaurants compared to DoorDash. But retention was basically zero because there was no one to contact when orders failed. You couldn't call Google. The restaurant wouldn't take responsibility. And today, Google Food Ordering no longer exists. "A managed marketplace in the physical world is the most durable thing. It is not a piece of software."
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Marathon's Gokul Rajaram: You can't vibe code DoorDash. Software alone can’t replicate a managed marketplace. That’s what makes them so durable. You can build the app and drive orders, but when something goes wrong in the physical world, who fixes it? In 2016, Google launched Google Food Ordering. At one point, it drove multiples of traffic to restaurants compared to DoorDash. But retention was basically zero because there was no one to contact when orders failed. You couldn't call Google. The restaurant wouldn't take responsibility. And today, Google Food Ordering no longer exists. "A managed marketplace in the physical world is the most durable thing. It is not a piece of software."

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52,383 views • 3 months ago

SNEAKO goes OFF on Fresh for networking with Z*onist and not defending Myron 😳 "Is that a crucifix? You know they b*mbed a Church last week." "He's sh*tting on your best friend, and you're networking? What the f*ck is this!"
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SNEAKO goes OFF on Fresh for networking with Z*onist and not defending Myron 😳 "Is that a crucifix? You know they b*mbed a Church last week." "He's sh*tting on your best friend, and you're networking? What the f*ck is this!"

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40,374 views • 10 months ago

🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.
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🚨🚨🚨BREAKING: Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world. > they are incredible in computing, networking technology and software capabilities > they have all the essential capabilities to advance AI > China is right behind the US in AI > 50% of the world’s AI researchers are chinese The race is on.

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585,439 views • 1 year ago

"AI is really changing the way we need to think about networking." 💡 David Hughes, chief product officer, HPE Aruba Networking, discusses networking for AI and AI for networks. Listen to the interview from #HPEDiscover Barcelona. 👉
0:45

"AI is really changing the way we need to think about networking." 💡 David Hughes, chief product officer, HPE Aruba Networking, discusses networking for AI and AI for networks. Listen to the interview from #HPEDiscover Barcelona. 👉

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4,924,765 views • 1 year ago