#PowerOverEthernet

[enterprisewired]

Broadcom CEO Highlights Major Shift in AI-Chip Market Dynamics

Category: News

Source: finance.yahoo.com

  

Broadcom CEO Hock Tan states that Broadcom’s rapid ascent in the AI technology sector continues to gain momentum, with its market capitalization surpassing $1 trillion. The company’s exceptional performance in 2024, including a 118% rise in stock value driven by advancements in artificial intelligence, positions it as one of the standout players of the year. However, according to Broadcom CEO Hock Tan, the AI-chip market could soon undergo a significant transformation, potentially benefiting Broadcom as demand shifts toward more specialized silicon chips.

The Rise of Custom AI Chips

During Broadcom’s Q4 2024 earnings call, Tan outlined a significant revenue projection for the company’s AI operations over the next three years. The CEO forecasted AI and AI networking revenues to grow to a range of $60 billion to $90 billion by 2027— a remarkable jump from last year’s estimate of $15 billion to $20 billion.

This growth is primarily attributed to rising demand for custom silicon chips, particularly eXtreme Processing Units (XPUs), which are emerging as a strong alternative to Nvidia’s general-purpose GPUs (Graphic Processing Units). While GPUs are known for their versatility and robust software ecosystems, XPUs are highly specialized chips designed for specific high-computing tasks, particularly in AI and machine learning applications.

Broadcom CEO Hock Tan revealed that XPUs are gaining an edge because of their tailored functionality, offering more efficiency for companies with hyperscale computing needs. These specialized chips are being embraced by tech giants such as Amazon Web Services, Google Cloud, and Microsoft Azure, who use custom AI accelerators for their platforms. Tan also mentioned that Broadcom is collaborating with two additional hyperscalers and is in the advanced stages of developing next-generation AI XPUs for them.

Can XPUs Challenge Nvidia’s Dominance?

The shift toward custom silicon chips raises questions about whether Nvidia’s stronghold on the AI chip market could be at risk. Nvidia’s GPUs have been central to the growth of AI over the past two years, powering large language models and other cutting-edge technologies. Until now, no company has successfully rivaled Nvidia’s GPU processing power and efficiency.

However, the rising adoption of XPUs signals a potential turning point. Tech companies operating on their own custom software layers increasingly prefer specialized chips like XPUs because these chips are built to optimize performance within specific systems. This allows for greater efficiency when running AI workloads tailored to a company’s unique software infrastructure.

Despite this trend, industry experts suggest that the AI-chip market is not a zero-sum game. Instead, the growing demand for both GPUs and XPUs is likely to create new opportunities for companies like Broadcom and Nvidia alike.

Market Synergy Between GPUs and XPUs

Experts believe the rising demand for XPUs does not necessarily threaten Nvidia’s position. The growing reliance on specialized silicon chips is seen as complementary rather than competitive to the GPU market. This dynamic creates a reinforcing cycle, where demand for one type of chip supports the other.

Specialized chips such as XPUs are ideal for systems running custom AI software, making them highly efficient for targeted applications. On the other hand, Nvidia’s GPUs remain vital for more generalized AI operations due to their versatility and integration into widely used software ecosystems.

Broadcom’s success with custom silicon chips highlights the expanding opportunities in the AI chip market. While Nvidia continues to dominate the GPU segment, Broadcom’s rise indicates that there is ample room for both players to thrive.

A Growing Market for Both Technologies

The AI revolution has created a surge in demand for high-performance computing chips, and Broadcom’s strong Q4 earnings demonstrate its growing foothold in this evolving market. Custom chips like XPUs cater to hyperscalers and other companies with unique AI requirements, while Nvidia’s GPUs remain the backbone for many AI systems requiring general-purpose processors.

Looking ahead, the increasing need for AI accelerators and high-efficiency chips points to significant growth for both Broadcom and Nvidia. As AI technology continues to advance, the demand for both types of processors will drive innovation and expansion across the semiconductor industry.

Broadcom CEO Hock Tan highlights that Broadcom’s future plans, including the development of next-generation XPUs, signal a growing preference for specialized solutions. However, Nvidia’s established dominance in GPUs ensures that it remains a key player in the broader AI market. The synergy between these two technologies highlights the dynamic opportunities within the AI-chip industry, setting the stage for further advancements in the years to come.

[morganinglandllc]

Ubiquiti ES-48-500W EdgeSwitch

📌 Ubiquiti ES-48-500W EdgeSwitch 48-Port Gigabit 500W

The Ubiquiti ES-48-500W EdgeSwitch provides 48 Gigabit ports, supports PoE and can deliver 500W of power. Ideal for using a powerful network that requires high power and good contract performance.

Contact Us: 👇👇👇 📧 sales@miatlantic.net 🔗 https://miatlantic.us/it/es-48-500w

[orizoncontrols]

KORDS DEMISTIFICA LA TECNOLOGIA POE++

Dedicato a fornire ai system integrator i prodotti, gli strumenti e il supporto di cablaggio premium di cui hanno bisogno per fornire una connettività eccezionale ai propri clienti, Kordz ha scritto un articolo completo e approfondito sulla storia, l'evoluzione, le pratiche consigliate per il cablaggio di rete PoE++ . Questa nuova generazione di tecnologia PoE (Power over Ethernet) offre grandi promesse agli integratori di sistemi fornendo più potenza a dispositivi ad alto wattaggio come telecamere PTZ, sistemi di videoconferenza e display di grandi dimensioni. Ricco di contenuti aggiornati e pertinenti, fornisce ai system integrator una solida conoscenza pratica del PoE e di come il PoE++ può estendere le capacità di un sistema di rete. Troverete suggerimento sulle migliori pratiche per una corretta progettazione e implementazione di cablaggi PoE++, inclusi i requisiti di alimentazione, la selezione delle apparecchiature, le considerazioni sulla perdita di potenza, la protezione del sistema, la pianificazione della ridondanza e altro ancora. Leggi anche: è meglio la Domotica wireless o cablata? La disponibilità dell'articolo fa seguito alla recente introduzione di Kordz della sua nuova soluzione di rete Cat6 28AWG, pluripremiata, PRO SlimCat™ Network Cable System, una suite completa di prodotti di rete che supportano PoE++ a 100 W e connettività 1 Gbps fino a 50 metri. Trovate QUI l'articolo completo. Orizon S.r.l. ha sempre fatto affidamento sull'infrastruttura di rete cablata col supporto PoE, PoE+ e PoE++ su specifica esigenza delle apparecchiature di rete. Troviamo che ad oggi sia il modo più efficacie ed efficiente di alimentare i dispositivi di rete e ottimizzare quindi l'uso promiscuo dell'infrastruttura stessa. Siamo System Integrator a San Donà di Piave e progettiamo e realizziamo sistemi connessi intelligenti per il settore residenziale e professionale, incluso progettazione della rete dati e fornitura degli apparati necessari. CONTATTACI per avere maggiori informazioni, una consulenza senza impegno o un preventivo per una richiesta specifica. Orizon S.r.l. - Domotica San Donà di Piave - System Integrators per l'automazione dei sistemi intelligenti domotici, multimediali e professionali connessi all'IOT. Read the full article

[morgan-ingland-limited]

👇👇👇 👉 Ubiquiti Networks UAP-AC-SHD-5 WLAN access point 1000 Mbit/s Power over Ethernet (PoE) White

📌Brand: Ubiquiti Networks 📌SKU: UAP-AC-SHD-5 📌Condition: NEW 📌Delivery: Next Day

👇👇👇 ✅Wi-Fi data rate (max) 1733 Mbit/s 👉Ethernet LAN data rates 10-100-1000 Mbit/s 👉Maximum data transfer rate 1000 Mbit/s ✅Performance 👉2.4 GHz Yes 👉5 GHz Yes 👉Wi-Fi data rate (max) 1733 Mbit/s 👉Reset button Yes 👉VLAN support Yes 👉Rate limiting Yes 👉Quality of Service (QoS) support Yes 👉Certification CE- FCC- IC 👉Maximum data transfer rate 1000 Mbit/s ✅Networking 👉Internal No ✅Management features 👉VLAN support Yes 👉Rate limiting Yes 👉Quality of Service (QoS) support Yes ✅Certificates 👉Certification CE- FCC- IC ✅Features 👉2.4 GHz Yes 👉5 GHz Yes 👉Wi-Fi data rate (max) 1733 Mbit/s 👉VLAN support Yes 👉Rate limiting Yes 👉Quality of Service (QoS) support Yes Contact Us: 👇👇👇 📧 info@miatlantic.com 🔗https://miatlantic.com/uap-ac-shd-5

[tbrc34]

Unifying Connectivity: Exploring the Single Pair Ethernet Market

In an increasingly interconnected world, the Single Pair Ethernet (SPE) Market emerges as a pivotal player, revolutionizing networking infrastructure across industries. With the demand for faster data transmission and more efficient power delivery on the rise, SPE offers a streamlined solution that combines data and power over a single twisted pair of cables. From industrial automation to automotive applications, the versatility of SPE drives its adoption, promising cost savings, simplified installations, and enhanced performance in next-generation networks.

As the digital landscape evolves, the SPE Market rides the wave of innovation, catering to the demands of emerging technologies such as IoT, AI, and 5G. With its ability to support high-speed data transfer and Power over Ethernet (PoE) capabilities, SPE becomes the backbone of smart infrastructure, enabling seamless communication between devices and systems. Whether it's powering sensors in smart buildings or connecting devices on factory floors, SPE paves the way for interconnected ecosystems that drive efficiency and productivity.

In a world where connectivity is king, reliability is paramount. The SPE Market addresses this need with robust standards and interoperability, ensuring seamless integration across a myriad of devices and platforms. With advancements in cable design and signal processing, SPE offers enhanced resilience to electromagnetic interference and noise, guaranteeing stable and consistent performance in even the harshest environments. As industries embrace digital transformation, expect to see the SPE Market continue to flourish, serving as the cornerstone of resilient and future-proof networking infrastructure.

#EthernetEvolution #ConnectivitySolutions #IoTIntegration #Industry40 #SmartInfrastructure #DigitalTransformation #NetworkingInnovation #PowerOverEthernet #InterconnectedWorld #SustainableTechnology #NextGenNetworks #AIIntegration #5GTechnology #TechTrends #EfficiencyBoost

[lovelypol]

Powering the Future: Unleashing Potential in the PoE Chipset Market

The PoE Chipset market is experiencing a surge in demand as industries embrace the convenience and efficiency of Power over Ethernet solutions. With the proliferation of IoT devices, smart infrastructure, and data-intensive applications, PoE chipsets have become essential for delivering both power and data over a single Ethernet cable.

This market's growth is driven by the need to simplify installations, reduce energy consumption, and enhance the scalability of network-connected devices. As workplaces become more connected and energy-efficient, the PoE Chipset market is positioned at the forefront of technological advancements that power the future.

Request For Free Sample : https://www.globalinsightservices.com/request-sample/GIS10220

#PoEChipset #PoweroverEthernet #IoT #SmartInfrastructure #ConnectedDevices

[virtualizationhowto]

EnGenius Access Point Review: Cloud-managed Wireless

EnGenius Access Point Review: Cloud-managed Wireless #vmwarecommunities #homelab #EnGeniusAccessPoint #engenius #CloudManagedWiFi #NetworkManagement #WiFi6 #IndoorAccessPoint #PowerOverEthernet #HighPerformanceNetworking #EnGeniusWireless #EnGeniusCloud

EnGenius is a brand gaining traction and visibility among many across the landscape of wireless solutions available on the market today. The wireless space is certainly a crowded one with many solutions, vendors, and technologies to choose from, both for on-premises-managed and cloud-managed wireless. EnGenius access point solutions offer many capabilities, including Wi-Fi 6 technology. Their…

[blitzcitydiy]

⚡NEW VIDEO 🔌 Using the @Raspberry_Pi PoE HAT 🥧 Stage 2 of the OMV Pi NAS Build 💾 Link in bio or right here👉 youtu.be/t3Yp559kW54 #diy #tech #electronics #hardware #opensource #raspberrypi #3dprinting #omv #openmediavault #nas #poehat #poweroverethernet #networking #linux #debian #make #makersgonnamake #makersmovement #nerdlife https://www.instagram.com/p/BtClT-cHMyU/?utm_source=ig_tumblr_share&igshid=pm1go8ufk771

[myjapanesewife]

some lite pro ject work fixing a POE camera #poe #networking #geek #securitycamera #linux #geeklife #ethernet #keystonejack #unifi #ubiquiti #poweroverethernet https://www.instagram.com/p/CmkxFUArzBJ/?igshid=NGJjMDIxMWI=

[cast-lighting]

CAST PERIMETER POWER OVER ETHERNET (POE) IOT INTERFACE

Using CAST Lighting PoE in concert with EtherWAN's 60W PoE Switch, you can now provide power from ONE switch. Power low voltage lights, cameras, access control, perimeter intrusion, and tie into the network with one piece of equipment.

[bluboxxcommunication]

Complete Power over Ethernet (PoE) Solution for Commercial and Industrial Networks

As a pioneer in networking equipment innovation, a full range of Power over Ethernet (PoE) product lines, from power sourcing equipment (PSE), including Layer 2+ managed PoE switches, PoE injector hubs, and PoE injectors, PoE extenders, PoE splitters, to PoE powered devices (PD) such as PoE-compliant outdoor wireless access points (APs), PoE-compliant indoor wireless access points (APs), IP cameras and smart phones covering both commercial and Industrial grade applications. Compliant with IEEE 802.3af/at/bt PoE standard, PoE products offer PoE power output from 15.4 watts, 30 watts, 60 watts to as high as 95 watts.

Upgrade Your Technology

Learn more: http://bbcpl.in

contact us : +91 78754 32180

Email: sales@bbcpl.in

[radiant-india]

LONGSPAN MAX

LONGSPAN Max adds 90W POE power to Veracity’s successful LONGSPAN range of long-distance network extenders for Cat5e/Cat6. Delivering unrestricted 100Base-TX with 802.3bt high power POE at extreme long-distances for problem-free external PTZ IP camera installation.

The new LONGSPAN Max range includes single-port base and camera devices, and a 4-port camera device, all designed for high power, long-distance applications.

Learn more: https://radiant.in/veracity-ip-transmission/

[1xtechnologies]

1XB9898EQ by 1X Technologies Cable Company. Our alternative to Belden 9898. Because You Require Quality Quickly! #poe #poweroverethernet #digitalelectronics #cable #wire #electricalwires #electricalcables #belden #contractor #electricalcontractor #sparky #equal #equivalent #power #electrician https://www.instagram.com/p/BxnTbHeBmCd/?igshid=829lwofrx1nc

[ayeshavohra-eprnews-posts]

SolidRun Introduces ClearFog GTR A385 the First Fully Integrated Outdoor NVR PoE++ (90W) Networking Platform #Computers #Software #Industrial #NetworkingPlatform #SwitchRouter #NetworkVideoRecorder #POE #PowerOverEthernet #NewsToday #ePRNews

https://eprnews.com/solidrun-introduces-clearfog-gtr-a385-the-first-fully-integrated-outdoor-nvr-poe-90w-networking-platform-424539/

[and-systems]

✅ Что такое PoE и как работает инжектор 🌀 PoE представляет собой технологию, позволяющую осуществить передачу данных и питание одним проводом Как происходит работа оборудование в таком комплексе рассмотрим в рамках сегодняшней статьи. ✔️ Подробнее о PoE PoE дословно звучит как Power over Ethernet — означает технологию передачи данных через витую пару в сети Ethernet. Разрабатывалась такая система для того, чтобы избавить телефоны VolP от дополнительного источника питания. На сегодняшний день PoE используется и во многих других устройствах. Особенно в тех случаях, когда нет возможности проведения отдельного электрокабеля. Например, к установленной под потолком видеокамере. PoE позволяет управлять удаленным от питания оборудованием: включать, временно выключать, перезагружать при зависании или обновлении. Питающими устройствами могут являются следующие: 🔸 роутер; 🔸 инжектор; 🔸 коммутатор Особенность этих аппаратов заключается в том, что они непосредственно раздают питание и могут самостоятельно запитываются от PoE. На практике питающие устройства подразделяются на два типа: 🔸 End-Span — подает питание от начала кабельной линии (к примеру коммутатор до камеры видеонаблюдения); 🔸 Mid-Span — подключается не с начала кабельной линии, а дополнительно между коммутатором и конечным PoE-потреблением (например, свичи с питанием по PoE и «прозрачным каналом» — способные передавать питание дальше, или PoE-инжекторы, которые подают электропитание в сетевой кабель). PoE-потребителями обычно являются видеокамеры и VolP-маршрутизаторы. Также от PoE питаются IP-телефоны, некоторые датчики контроля и управления, СКУД, точки доступа и прочие устройства. Принцип подключения оборудования аналогичен друг другу. ⤵️ Полный текст в блоге AND-Systems: http://amp.gs/jnyTV #andsystems #andpro #андсистемс #PoweroverEthernet #инжектор #poe