By Michael Kanellos, Head of Influencer Relations, Marvell
What happened in semis and accelerated infrastructure in 2024? Here is the recap:
1. Custom Controls the Future
Until relatively recently, computing performance was achieved by increasing transistor density à la Moore’s Law. In the future, it will be achieved through innovative design, and many of those innovative design ideas will come to market first—and mostly— through custom processors tailored to use cases, software environments and performance goals thanks to a convergence of unusual and unstoppable forces1 that quietly began years ago.
FB NIC on display at OFC
By Michael Kanellos, Head of Influencer Relations, Marvell
What happened in semis and accelerated infrastructure in 2024? Here is the recap:
1. Custom Controls the Future
Until relatively recently, computing performance was achieved by increasing transistor density à la Moore’s Law. In the future, it will be achieved through innovative design, and many of those innovative design ideas will come to market first—and mostly— through custom processors tailored to use cases, software environments and performance goals thanks to a convergence of unusual and unstoppable forces1 that quietly began years ago.
FB NIC on display at OFC
By Michael Kanellos, Head of Influencer Relations, Marvell
Data infrastructure needs more: more capacity, speed, efficiency, bandwidth and, ultimately, more data centers. The number of data centers owned by the top four cloud operators has grown by 73% since 20201, while total worldwide data center capacity is expected to double to 79 megawatts (MW) in the near future2.
Aquila, the industry’s first O-band coherent DSP, marks a new chapter in optical technology. O-band optics lower the power consumption and complexity of optical modules for links ranging from two to 20 kilometers. O-band modules are longer in reach than PAM4-based optical modules used inside data centers and shorter than C-band and L-band coherent modules. They provide users with an optimized solution for the growing number of data center campuses emerging to manage the expected AI data traffic.
Take a deep dive into our O-band technology with Xi Wang’s blog, O-Band Coherent, An Idea Whose Time is (Nearly) Here, originally published in March, below:
O-Band Coherent: An Idea Whose Time Is (Nearly) Here
By Xi Wang, Vice President of Product Marketing of Optical Connectivity, Marvell
Over the last 20 years, data rates for optical technology have climbed 1000x while power per bit has declined by 100x, a stunning trajectory that in many ways paved the way for the cloud, mobile Internet and streaming media.
AI represents the next inflection point in bandwidth demand. Servers powered by AI accelerators and GPUs have far greater bandwidth needs than typical cloud servers: seven high-end GPUs alone can max out a switch that ordinarily can handle 500 cloud two-processor servers. Just as important, demand for AI services, and higher-value AI services such as medical imaging or predictive maintenance, will further drive the need for more bandwidth. The AI market alone is expected to reach $407 billion by 2027.
By Michael Kanellos, Head of Influencer Relations, Marvell and Vienna Alexander, Marketing Content Intern, Marvell
Is copper dead?
Not by a long shot. Copper technology, however, will undergo a dramatic transformation over the next several years. Here’s a guide.
1. Copper is the Goldilocks Metal
Copper has been a staple ingredient for interconnects since the days of Colossus and ENIAC. It is a superior conductor, costs far less than gold or silver and offers relatively low resistance. Copper also replaced aluminum for connecting transistors inside of chips in the late 90s because its 40% lower resistance improved performance by 15%1.
Copper is also simple, reliable and hearty. Interconnects are essentially wires. By contrast, optical interconnects require a host of components such as optical DSPs, transimpedance amplifiers and lasers.
“The first rule in optical technology is ‘Whatever you can do in copper, do in copper,’” says Dr. Loi Nguyen, EVP of optical technology at Marvell.
2. But It’s Still a Metal
Nonetheless, electrical resistance exists. As bandwidth and network speeds increase, so do heat and power consumption. Additionally, increasing bandwidth reduces the reach, so doubling the data rate reduces distance by roughly 30–50% (see below).
As a result, optical technologies have replaced copper in interconnects five meters or longer in data centers and telecommunication networks.
Source: Marvell
By Michael Kanellos, Head of Influencer Relations, Marvell
With AI computing and cloud data centers requiring unprecedented levels of performance and power, Marvell is leading the way with transformative optical interconnect solutions for accelerated infrastructure to meet the rising demand for network bandwidth.
At the ECOC 2024 Exhibition Industry Awards event, Marvell received the Most Innovative Pluggable Transceiver/Co-Packaged Module Award for the Marvell® COLORZ® 800 family. Launched in 2020 for ECOC’s 25th anniversary, the ECOC Exhibition Industry Awards spotlight innovation in optical communications, transport, and photonic technologies. This recognition highlights the company’s innovations in ZR/ZR+ technology for accelerated infrastructure and demonstrates its critical role in driving cloud and AI workloads.