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Archive for May, 2024

  • May 23, 2024

    Scaling AI Means Scaling Interconnects

    This article is part two in a series on talks delivered at Accelerated Infrastructure for the AI Era, a one-day symposium held by Marvell in April 2024.

    Interconnects have played a key role in enabling technology since the dawn of computing. During World War II, Alan Turing used the Turing machine to perform mathematical computations to break the Nazi’s code. This fast—at least at the time—computer used a massive parallel system and numerous interconnects. Eighty years later, interconnects play a similar role for AI—providing a foundation for massively parallel problems. However, with the growth of AI comes unique networking challenges—and Marvell is poised to meet the needs of this ever-growing market.

    What’s driving interconnect growth?
    Before 2023, the interconnect world was a different place. Interconnect speeds were driven by the pace of cloud data center server upgrades: the upgrades occurred every four years so the speed of interconnects doubled every four years at the same time. In 2023, generative AI took the interconnect wheel, and demand for AI is driving speeds to double every two years. And, while copper remains a viable technology for chip-to-chip and other short reach connections, optical is the dominant medium for AI.

    “Optical is the only technology that can give you the bandwidth and reach needed to connect hundreds and thousands and tens of thousands of servers across the whole data center,” said Dr. Loi Nguyen, executive vice president and general manager of Cloud Optics at Marvell. “No other technology can do the job—except optical.”

    AI doubles interconnect speed in half the time

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  • May 14, 2024

    The AI Opportunity at Marvell

    Two trillion dollars. That’s the GDP of Italy. It’s the rough market capitalization of Amazon, of Alphabet and of Nvidia. And, according to analyst firm Dell’Oro, it’s the amount of AI infrastructure CAPEX expected to be invested by data center operators over the next five years. It’s an historically massive investment, which begs the question: Does the return on AI justify the cost?

    The answer is a resounding yes.

    AI is fundamentally changing the way we live and work. Beyond chatbots, search results, and process automation, companies are using AI to manage risk, engage customers, and speed time to market. New use cases are continuously emerging in manufacturing, healthcare, engineering, financial services, and more. We’re at the beginning of a generational inflection point that, according to McKinsey, has the potential to generate $4.4 trillion in annual economic value. 

    In that light, two trillion dollars makes sense. It will be financed through massive gains in productivity and efficiency.

    Our view at Marvell is that the AI opportunity before us is on par with that of the internet, the PC, and cloud computing. “We’re as well positioned as any company in technology to take advantage of this,” said chairman and CEO Matt Murphy at the recent Marvell Accelerated Infrastructure for the AI Era investor event in April 2024.

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