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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... show more

TBPN

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128,752 次观看 • 8 个月前 •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"

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"

Rohan Paul

72,987 次观看 • 3 个月前

$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.

$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.

Shay Boloor

77,765 次观看 • 1 个月前

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.

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

133,077 次观看 • 7 个月前

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.

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.

Six Five Media

66,740 次观看 • 7 个月前

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."

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."

TBPN

23,559 次观看 • 1 年前

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."

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."

MTS

35,125 次观看 • 1 个月前

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.

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.

Shay Boloor

111,005 次观看 • 4 个月前

200ms of network latency... and the feet still stay planted! 👀 Early test integrating Box3D by Erin Catto into Unreal Engine as a plugin. Still a work in progress, but the stability of the foot placement under latency is already looking really promising! Next step: more features, improved networking, and more physics experiments!🚀 #UnrealEngine #GameDev #Physics #Networking #IndieDev #Box3D

200ms of network latency... and the feet still stay planted! 👀 Early test integrating Box3D by Erin Catto into Unreal Engine as a plugin. Still a work in progress, but the stability of the foot placement under latency is already looking really promising! Next step: more features, improved networking, and more physics experiments!🚀 #UnrealEngine #GameDev #Physics #Networking #IndieDev #Box3D

Antonio Lattanzio

14,291 次观看 • 17 天前

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.

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.

Kaleb The Socrat

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.Bridgit Mendler on the founding thesis of Northwood. "We really were recognizing the same problem, that networking for the space economy is really what drives its value. And there's a significant bottleneck, and that bottleneck actually is not in space. It's actually on Earth. The way that you actually solve that networking problem for space is through introducing a model that gets you to the scale that you need, not just for one individual company or a mission, but for the industry overall." Full "Valley of Depth" episode in comments 👇

.Bridgit Mendler on the founding thesis of Northwood. "We really were recognizing the same problem, that networking for the space economy is really what drives its value. And there's a significant bottleneck, and that bottleneck actually is not in space. It's actually on Earth. The way that you actually solve that networking problem for space is through introducing a model that gets you to the scale that you need, not just for one individual company or a mission, but for the industry overall." Full "Valley of Depth" episode in comments 👇

Mo Islam

136,114 次观看 • 1 个月前

$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.

$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.

Shay Boloor

60,964 次观看 • 2 个月前

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

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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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.

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.

DoubleZero

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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.

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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Why networking makes you richer than talent! I interviewed a Private equity MOGUL in Palm Beach, and I asked: -Where the richest people invest their money in today’s world -What he looks for when buying a company And how important it is to follow up in business.

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The School of Hard Knocks

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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."

TBPN

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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!"

SNEAKO goes OFF on Fresh for networking with Zonist and not defending Myron 😳 "Is that a crucifix? You know they bmbed a Church last week." "He's shtting on your best friend, and you're networking? What the fck is this!"

Sneako Daily

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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.

NIK

585,511 次观看 • 1 年前

speaking of networking I love how talkative & confident Taehyun is in every interview and how he always tries to keep the conversation going.

speaking of networking I love how talkative & confident Taehyun is in every interview and how he always tries to keep the conversation going.

nat☘︎ ́

43,769 次观看 • 4 个月前