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[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Last Modified

2024-08-20

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Overview

Summary
AI is becoming increasingly widespread, driving the rapid global expansion of data centers. This growth has led to an elephant flow in the network traffic of data centers, making Ethernet upgrades and updates a critical necessity for large-scale networking. This report focuses on trends in data center development and network infrastructure, emphasizing analyzing and exploring the optimal adoption of InfiniBand and RoCE (RDMA over Converged Ethernet) solutions.

Table of Contents
1. AI Drives Data Center Network Transformation: New Opportunities for Ethernet

2. Key Industry Players Drive Ethernet Innovation

3. Broadcom expands product portfolio and deepens RoCE deployment

4. Meta successfully implements RoCE in Llama3 clusters

5. NVIDIA embraces RoCE to lead AI computing forward

6. TRI’s View
(1) Rapid evolution of the data center industry drives demand for Ethernet
(2) InfiniBand and RoCE remain the optimal solutions for data centers

＜Total Pages：11＞

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[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Emergence of CubeSats to Open a New Chapter for Global Satellite Market

[Selected Topics] Cloud Computing Shapes the Competitive Landscape of the Robotaxi Industry

[Selected Topics] NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

[Selected Topics] The Rise of DeepSeek and Trends in Agentic AI Applications

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[Selected Topics] CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

[Selected Topics] Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

[Selected Topics] Emergence of CubeSats to Open a New Chapter for Global Satellite Market

[Selected Topics] NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

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Download Report

USD $200

Membership

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