Comments on: How Long Before Broadcom Makes More AI Compute Engines Than Nvidia? https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 08 Jan 2025 03:45:01 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Hubert https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/#comment-242362 Sun, 15 Dec 2024 01:11:26 +0000 https://www.nextplatform.com/?p=145130#comment-242362 In reply to Slim Albert.

It seems they also scored a 3.5D XDSiP design win for FUJITSU-MONAKA (4×36 cores, N2+N5 litho) … lotsa competitive bid-winning there! (12/05/24: https://investors.broadcom.com/news-releases/news-release-details/broadcom-delivers-industrys-first-35d-f2f-technology-ai-xpus ).

]]> By: Yosef Ben Porat https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/#comment-242346 Sat, 14 Dec 2024 21:55:57 +0000 https://www.nextplatform.com/?p=145130#comment-242346 Broadcom is not real AI company. It doesn’t sell training or inference chips or AI SW.
TPM : “we call them chips but that doesn’t sound fancy enough for a financial report”
Same idea for XPU/Switch/NIC chips – we call them “AI” cause “custom” “doesn’t sound fancy enough for a financial report”

]]> By: ROEL https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/#comment-242229 Fri, 13 Dec 2024 19:56:53 +0000 https://www.nextplatform.com/?p=145130#comment-242229 Broadcom is known for hiking its prices beyond reason. Why would this company be chosen over alternatives?

]]> By: Slim Albert https://www.nextplatform.com/2024/12/13/how-long-before-broadcom-makes-more-ai-compute-engines-than-nvidia/#comment-242204 Fri, 13 Dec 2024 15:31:33 +0000 https://www.nextplatform.com/?p=145130#comment-242204 Wow! Those “rumors that came out this week” sure did a number on Broadcom/AVGO stock, up 20% since yesterday ($180 to $220) on that Apple 3.5D XDSiP news. Good for Broadcom!

]]>