2024 Showcase

Marvell Industry Analyst Day Showcase


Welcome to Marvell Industry Analyst Day Showcase! The event was held at Marvell's Corporate Headquarters in Santa Clara, California on December 10, 2024. The NextGenInfra team was onsite for the event, capturing video interviews with Marvell's executives. Check out the showcase below to get the latest insights on accelerated infrastructure.
Meanwhile, grab our latest research brief right from this page.

Highlights from industry thought leaders

Video interviews

Marvell

Can it be done? Powering a Million XPUs

  • Marvell's Loi Nguyen warns future gigawatt-class data centers will need energy comparable to major cities.
  • Multi-site 400k+ node clusters will be linked by high-speed optics like Marvell's DCI Optics ZR and ZR+.
Abstract
Loi Nguyen, EVP and GM of Optical, highlights the enormous power demands of modern data centers and AI clusters, with future "gigawatt-class" facilities requiring energy comparable to major cities. Nguyen discusses the need for multi-site 400k+ node clusters connected by high-speed optics like Marvell's DCI Optics ZR and ZR+.
Marvell

The Future of Co-Packaged Optics Looks Bright

  • Marvell's Nick Kucharewski positions co-packaged optics for scale-up networking with lower power and latency.
  • Marvell's light engine provides up to 51 Tbps of bandwidth for scale-up switches.
Abstract
Nick Kucharewski, SVP and GM of Network Switching, highlights co-packaged optics (CPO) as a promising technology for scale-up networking, integrating fiber links directly into product packages for higher speed signals with lower power consumption and latency. Marvell's light engine provides to 51 Tbps bandwidth for scale-up switches and supports reliable large-scale deployment.
Marvell

Introducing "Coherent-Lite" for Data Center Connectivity

  • Marvell's Achyut Shah introduces coherent-lite for intermediate-reach data center connectivity.
  • It combines coherent modulation, O-band optics, and a re-architected DSP for links from 2 km to 20 km.
Abstract
Achyut Shah, SVP and GM of Connectivity, introduces the company's new "coherent-lite" technology, addressing intermediate-reach connectivity needs in data centers. This solution combines coherent modulation with O-band optics and a re-architected DSP to provide lower latency, cost, and power consumption for links ranging from 2 km to 20 km.
Marvell

Custom Silicon & Accelerated Infrastructure for AI

  • Marvell's Chris Koopmans cites strong hyperscaler market growth and Marvell's custom compute and networking position.
  • The focus is tailored solutions for large customers to expand market opportunities for AI infrastructure.
Abstract
Chris Koopmans, Chief Operations Officer, discusses the significant growth of the hyperscaler market and Marvell's strong position in delivering custom compute and networking solutions for AI and accelerated infrastructure. He emphasizes Marvell's focus on creating tailored solutions for large customers, aiming to expand market opportunities and develop new capabilities that provide value across diverse applications.
Marvell

PAM Technology: Powering Data Centers Today and Tomorrow

  • Marvell's Achyut Shah highlights PAM technology's dominance in data centers for power efficiency and low latency.
  • He predicts 400 Gig per lane becomes the high-volume data center technology within a couple of years.
Abstract
Achyut Shah, SVP and GM of Connectivity, discusses the current dominance of PAM technology in data centers, highlighting its advantages in power efficiency, low latency, and high TCO. Shah predicts that 400 Gig per lane will become the high-volume technology in data centers within a couple of years, with ongoing R&D efforts to extend PAM's capabilities even further.
Marvell

Custom Silicon is the Driver of Optimized AI Infrastructure

  • Marvell's Raghib Hussain sees optimized AI infrastructure built on custom silicon for data centers.
  • Partnerships with Amazon and Meta show customization delivering power and cost savings at scale.
Abstract
Raghib Hussain, President of Products and Technologies, highlights the growing trend of developing optimized AI infrastructure using custom silicon for data centers. Hussain discusses Marvell's partnerships with major tech giants like Amazon and Meta, emphasizing the value of customization in achieving power and cost savings at scale.
Marvell

Optimizing the Stack for AI Models and Infrastructure

  • Marvell's Noam Mizrahi contrasts high-performance AI training with cost-effective inference, requiring customization.
  • Hyperscalers must optimize everything from accelerator chips to power systems for effective scaling.
Abstract
Noam Mizrahi, EVP and Corporate CTO, highlights the contrasting demands in AI between high-performance training and cost-effective inference, emphasizing the necessity for customization to meet diverse requirements. He anticipates that hyperscalers will need to optimize all aspects of their platforms, from accelerator chips to power systems, to achieve effective scaling in the future.
Marvell

Scaling Networks Beyond the Rack: Choosing the Right Interconnect Technology

  • Marvell's Nick Kucharewski examines expanding networks from rack to row level.
  • Key deployment factors include capacity, fault tolerance, and field replaceability.
Abstract
Nick Kucharewski, SVP and GM of Network Switching, explores the challenges of expanding networks from rack to row level and the critical role of interconnect technology selection. He outlines key factors for network deployment, including capacity, fault tolerance, and field replaceability.
Marvell

Marvell's Breakthrough High Bandwidth Memory Architecture

  • Marvell's Will Chu announces partnerships with major HBM providers for custom high bandwidth memory.
  • Custom HBM cuts power consumption, boosts memory capacity, and improves TCO for AI data centers.
Abstract
Will Chu, SVP and GM of Custom Compute and Storage BU, announces a partnership with major HBM (high bandwidth memory) providers to deliver custom HBM solutions for next-generation AI data centers. This enables significant reductions in power consumption, increased functionality, and improved memory capacity, resulting in better performance and enhanced TCO for Marvell's customers.
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