Broadcom's Thor 2 looks to hammer top spot in AI NICs

Broadcom has announced the availability of network interface cards (NICs) for large-scale artificial intelligence (AI) computers. 

Jas Tremblay

The NIC cards are using Broadcom's Thor 2 chip which started sampling in 2023 and is now in volume production.

Jas Tremblay, vice president and general manager of the data center solutions group at Broadcom, says the Thor 2 is the industry's first 400 gigabit Ethernet (GbE) NIC device to be implemented in a 5nm CMOS process.  

"It [the design] gives customers choices and freedom when they're building their AI systems such that they can use different NICs with different [Ethernet] switches," says Tremblay.

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Has the era of co-packaged optics finally arrived?

Part 3: Co-packaged optics: Ayar Labs CEO interview

Mark Wade, newly appointed CEO of Ayar Labs, shares what his new role entails and why, after a decade-long journey, co-packaged optics' time has come.

Ayar Labs' CEO, Mark Wade

Mark Wade, the recently appointed CEO of Ayar Labs, says his new role feels strangely familiar. Wade finds himself revisiting tasks he performed in the early days of the start-up that he helped co-found. 

“In the first two years, I would do external-facing stuff during the day and then start working on our chips from 5 PM to midnight,” says Wade, who until last year was the company’s chief technology officer (CTO).  

More practically, says Wade, he has spent much of the first months since becoming CEO living out of a suitcase and meeting with customers, investors, and shareholders. 

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OFC 2024 industry reflections: Final part

In the final part, Chris Cole, Ranovus' Hojjat Salemi, and Infinera's Harald Bock share their thoughts about the revent OFC show. 

Chris Cole, Consultant

OFC and optics were back with a vengeance. The high level of excitement and participation in the technical and exhibit programmes was fueled by artifical intelligence/ machine learning (AI/ML). To moderate this exuberance, a few reality checks are offered.

During the Optica Executive Forum, held on the Monday, one of the panels was with optics industry CEOs. They were asked if AI/ML is a bubble, and all five said no. They are right that there is a real, dramatic increase in optics demand driven by AI/ML, with solid projections showing exponential growth.

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OFC 2024 industry reflections: Part 4

Gazettabyte is asking industry figures for their thoughts after attending the recent OFC show in San Diego. This penultimate part includes the thoughts of Cisco’s Ron Horan, Coherent’s Dr. Sanjai Parthasarathi, and Adtran’s Jörg-Peter Elbers.

Ron Horan, Vice President Product Management, Client Optics Group, Cisco   

Several years ago, no one could have predicted how extensive the network infrastructure required to support artificial intelligence (AI) and machine learning (ML) back-end networks in data centres would be. This year's OFC answered that question. In a word, immense.

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OFC 2024 industry reflections: Part 3

Gazettabyte is asking industry figures for their thoughts after attending the recent OFC show in San Diego. Here are the thoughts of BT's Professor Andrew Lord, author and consultant, Daryl Inniss, and Cignal AI's Kyle Hollasch.

Andrew Lord, senior manager of research and optical networks, BT Group.

I am excited to see the developments around 100G ZR pluggables. Assuming they can hit the power requirements, I can imagine them being used across the edge for years to come.

I learned that there is some confidence in the optical community that optics has a significant part to play in the AI revolution. But this is still primarily associated with high bit rate transport, whether it be fibres or inter-chip. Photonic integrated switches to assist with future GPUs is, on the other hand, likely to be limited by the wavelength of light and resulting small numbers of components on a realistic-sized photonic integrated circuit.

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AI and optics: An OFC conversation

An OFC conversation with Adtran's Gareth Spence and consultant Daryl Inniss about the AI opportunity for photonics, click here.   

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OFC 2024 industry reflections: Part 2

Gazettabyte is asking industry figures for their thoughts after attending the recent OFC show in San Diego. Here are the thoughts from Ciena, Celestial AI and Heavy Reading.

Dino DiPerna, Senior Vice President, Global Research and Development at Ciena.

Power efficiency was a key theme at OFC this year. Although it has been a prevalent topic for some time, it stood out more than usual at OFC 2024 as the industry strives to make further improvements.

There was a vast array of presentations focused on power efficiency gains and technological advancements, with sessions highlighting picojoule-per-bit (pJ/b) requirements, high-speed interconnect evolution including co-packaged optics (CPO), linear pluggable optics (LPO), and linear retimer optics (LRO), as well as new materials like thin-film lithium niobate, coherent transceiver evolution, and liquid cooling.

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