Renesas Electronics’ Post

Power delivery is the top concern for AI.

For everyone who is interested to know about Renesas and the group I am working in. This is a very insightful article by our SVP and GM Chris Allexandre #renesas #power #semiconductors #technology #Ai #Infrastructure

Takes our Digital offering to a new level

Deloitte, SMC - Sustainable Metal Cloud & NVIDIA talked to VentureBeat about how their partnership in AI is helping organizations and datacenter achieve data sovereignty, data gravity in a sustainable way 🔍🧩. Watch it on NVIDIA On-Demand: https://nvda.ws/3VWbOqB

This was an interesting exchange in the Marvell Technology Conference call describing where we are on the 800 gig cycle. : ''' Tore Svanberg : Matt, I had a question on the 800-gig upgrade cycle. So you mentioned that ramping, but you also mentioned 1.6 Terabit ramping later this year. My understanding is that we’re still in the early stages of the 800 gig. And I’m just wondering if you expect a more broad-based 800-gig upgrade cycle before 1.6T really starts to take off? Or will we potentially see kind of both ramping at the same time?''' ''' Matt Murphy: Yes, I think there’s three different pieces we should talk about. So the first is 1.6T. I would just call that early shipments, first volumes type of thing in the second half, end of the year and then more next year. And that’s really, I’d call the early adoption of that technology. But it’s very promising because that’s obviously what’s going to follow. The 800 gig for AI has still got tons of legs, right? And it’s going to be very, very strong this year, very, very strong next year. And then there’ll be some transition over time. And then I think what you’re also indicating is, at some point, you’re going to see an 800-gig transition on traditional cloud infrastructure from either 200-gig or 400-gig to 800-gig and that is also true in something we’re planning for. So I think they’re going to end up happening kind of all them in parallel a little bit, right? You’re going to have leading-edge people adopting 1.6T. You’re going to have the bulk of the volume on AI, still driving 800-gig for the next few years and then you’re going to have a transition on the traditional PAM side as well that’s going to upgrade. So I think they’re all going to be in production in parallel for different reasons, which is great because it just ends up being multiple customers, multiple SKUs and kind of a rich portfolio of solutions that we’re offering so that people can optimize their systems for the best TCO and the best performance that they need. ''' #portfoliomanagers #equityanalyst #MRVL

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NEC Corporation, Intel Corporation, and Red Hat unite for groundbreaking #5G solutions! 🌐💡 Watch this video featuring subject matter experts to explore power-saving and sustainability innovations.

NEC Corporation, Intel Corporation, and Red Hat unite for groundbreaking #5G solutions! 🌐💡 Watch this video featuring subject matter experts to explore power-saving and sustainability innovations.

NEC Corporation, Intel Corporation, and Red Hat unite for groundbreaking #5G solutions! 🌐💡 Watch this video featuring subject matter experts to explore power-saving and sustainability innovations.

Find out where #tech leaders are placing their bets this year and how they’re relying on partners to help them tackle emerging #technology opportunities. #informationtechnology #cio #ceo #cto #digitalinfrastructure #artificialintelligence #ai #google #amd #paloaltonetworks #cisco From AMD’s Lisa Su, Google Cloud’s Thomas Kurian and Palo Alto Networks’ Nikesh Arora to Cisco’s Chuck Robbins.