How Broadcom is quietly plotting a takeover of the AI infrastructure market

GPUs dominate the conversation when it comes to AI infrastructure. But while they're an essential piece of the puzzle, it's the interconnect fabrics that allow us to harness them to train and run multi-trillion-parameter models at scale. These interconnects span multiple domains, whether it be die-to-die communications on the …

[Greedy_Soap]

There should 200% tax on BAW 5G chips from Broadcom

As punishment for their extreme greedy, and encourage Apple, Samsung, Xiaomi, etc to move to TDK, Taiyan Yuden, Qualcomm, Qorvo and cut the revenue for Broadcom!

[EricM]

Re: There should 200% tax on BAW 5G chips from Broadcom

I would assume the extreme distrust Broadcom earned industry-wide, as a result of how the VMware takeover played out, will do more damage to any of their future products than a 200% tax.

[Anonymous Coward]

Re: There should 200% tax on BAW 5G chips from Broadcom

Based on. VMWare … I don’t know what any company would choose to do any business at all with these Ransomware scum af Broadcom.

[Deni]

Re: There should 200% tax on BAW 5G chips from Broadcom

Most companies don't deal with Broadcom. They deal with e.g. Nokia who use the Broadcom technology within their AI fabric switches.

[HuBo]

That's what I'm talkin' about

Yeah, that 3.5D XDSiP's the right kind of club sandwich for getting networking integrated in-package, especially with face-to-face HCB that prevents it from tasting like a face-to-back human-centipede or somesuch ...

Take that Gen 3 CPO package (3rd slide) and run some Xscape-style 128+ wavelength lasers through its 16 fibers, and ¡BANG! you get switchless connections to 2,048 devices!

Spread silicon interposer mayo on top of that savory toasted substrate, lay crispy grilled SerDes slices and DPU bacon on that, press-fit the GPU cooked poultry chiplets with thin-sliced CPU tomatoes, close the stack with crispy HBM lettuce, another toast, and repeat the process backwards on top to get that tasty delicious face-to-face flavor! (it's debatable whether I/O cheese should be added too)

It's way better than a 2.5D XPU which is much more of a square pizza by comparison (beforelast slide) and is missing out in the zing department imho (plus too hot for a torrid early summer heatwave!).

Get the 2U trays ready ... and beer for liquid cooling ... me likes!