Amid generative AI advancements, the real transformation lies within data center architecture, where Broadcom is increasingly significant. AI's performance depends on effective network fabric, and Broadcom is leveraging its semiconductor expertise, particularly in high-speed Ethernet chips, to adapt to the growing demands for compute power. Ram Velaga emphasizes that true AI innovation is shifting focus from mere compute to how data is managed and moved within systems. Broadcom's history, marked by strategic acquisitions since its inception, positions it as a robust infrastructure provider supporting AI growth.
"There's a shift happening in the market. Today, real AI innovation isn't just limited to models or the infrastructure-it's in what connects them," Ram Velaga, senior vice president and general manager of Broadcom's Core Switching Group, told Fast Company.
The company has become a consequential player in AI infrastructure, focusing on how data moves and systems scale, rather than just compute power.
Broadcom began as a semiconductor company and transformed into a global leader after a major acquisition in 2015, expanding its focus on data centers.
Its influence in AI infrastructure is driven by high-speed Ethernet chips crucial for high-bandwidth networking within data architectures.
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