Broadcom Inc.’s (NASDAQ:AVGO) CEO, Hock Tan, is doubling down on Ethernet as the default interconnect for the AI era, saying the company’s networking architecture is essential for training large language models at scale.
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‘The Network Is The Computer’
During the company’s third-quarter earnings call on Thursday, Tan declared, “The network is the computer,” as he laid out the company’s AI infrastructure roadmap, spanning intra-rack scale-up, rack-to-rack scale-out, and data center-to-data center scale-across.
Tan emphasized that traditional architectures are struggling to keep up with evolving AI demands, noting that “customers are facing challenges as they scale to clusters beyond 100,000 compute nodes.”
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