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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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PDF

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] Trump’s Impact on Trade and Energy Policies between China and the U.S.

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[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

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

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

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[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

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Download Report

USD $200

Membership

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[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

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