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▶ 8:10 · Semiconductors · SerDes physics moat creates near-insurmountable barrier for AI chip interconnects

now playing · Semiconductors

AI Infrastructuretailwindscore 8/10michael sikand

Ethernet switching becomes critical bottleneck in AI data center scale-out

Tail latency is the biggest enemy in large GPU clusters — a single delayed packet stalls the entire multi-billion dollar training run. Broadcom's Tomahawk/Jericho switches with deep buffer…

Semiconductorstailwindscore 8/10michael sikand

Hyperscalers turn to Broadcom as arms dealer for custom AI ASICs to escape Nvidia pricing

Google, Meta, and OpenAI are designing custom chips (TPU, MTIA, inference ASICs) with Broadcom's IP and design services. Each custom chip yields ~50% gross margins for Broadcom, and Google'…

Semiconductorstailwindscore 9/10michael sikand

SerDes physics moat creates near-insurmountable barrier for AI chip interconnects

Moving data at near light-speed through copper (SerDes) is an analog physics problem, not a logic one. Broadcom's decades of SerDes mastery means even vertically integrated giants like Appl…

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▶ 8:10 · Semiconductors · SerDes physics moat creates near-insurmountable barrier for AI chip interconnects

now playing · Semiconductors

AI Infrastructuretailwindscore 8/10michael sikand

Ethernet switching becomes critical bottleneck in AI data center scale-out

Tail latency is the biggest enemy in large GPU clusters — a single delayed packet stalls the entire multi-billion dollar training run. Broadcom's Tomahawk/Jericho switches with deep buffer…

Semiconductorstailwindscore 8/10michael sikand

Hyperscalers turn to Broadcom as arms dealer for custom AI ASICs to escape Nvidia pricing

Google, Meta, and OpenAI are designing custom chips (TPU, MTIA, inference ASICs) with Broadcom's IP and design services. Each custom chip yields ~50% gross margins for Broadcom, and Google'…

Semiconductorstailwindscore 9/10michael sikand

SerDes physics moat creates near-insurmountable barrier for AI chip interconnects

Moving data at near light-speed through copper (SerDes) is an analog physics problem, not a logic one. Broadcom's decades of SerDes mastery means even vertically integrated giants like Appl…