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Broadcom Predictions for 2025: Bright Prospects for Ethernet in AI Infrastructure

What’s driving the shift from InfiniBand to Ethernet in AI infrastructure?

Pete Del Vecchio, Data Center Switch Product Line Manager from Broadcom offers three predictions:

– Large-scale GPU clusters at hyperscalers are completely transitioning from proprietary InfiniBand to Ethernet-based solutions
– Ethernet emerges as the preferred technology for scale-up networking, connecting individual GPUs within systems
– AI democratization accelerates as distributed computing moves away from monolithic solutions toward efficient, multi-vendor networking equipment

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