Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
SPONSORED FEATURE: There are a lot of pressures on the datacenter network these days just to deal with expanding data and the increasing use of microservices architectures for modern applications. …
Artificial intelligence has taken the datacenter by storm, and it is forcing companies to rethink the balance between compute, storage, and networking. …
Marvell has had a large and profitable I/O and networking silicon business for a long time, but with the acquisitions of Inphi in October 2020 and of Innovium in August 2021, the company is building a credible networking stack that can take on Broadcom, Cisco Systems, and Nvidia for the $1.3 billion or so in switch chips sold into the datacenter each year, which is growing at about 15 percent a year to more than $2 billion by 2026. …
What is the most expensive component that hyperscalers and cloud builders put into their X86 servers? …
Marvell Technology is the latest chipmaker to join the emerging Universal Chiplet Interconnect Express (UCI-Express) consortium, which is working toward an open interconnect standard for chiplet architectures. …
Cash used to be king, and now market capitalization is. That’s one of the reasons that the biggest players in the semiconductor arena are snapping up competitors, startups, and suppliers in adjacent chip markets at an increasing pace and with very large bags of “money.” …
While Marvell’s ThunderX family of server-class processors might not have taken high performance computing by storm from the outset, where there was interest and demand, it was fierce and committed. …
If you wanted to wrest control of datacenter compute as embodied mainly in the Xeon SP processor away from Intel, there are a number of approaches that you might take. …
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