As the global artificial intelligence landscape accelerates, networking giants such as Juniper Networks Inc. and Broadcom Inc. are laying the groundwork for the next era of AI-driven infrastructure. With deep-rooted partnerships and cutting-edge technology, these companies are delivering networking and power efficiency at scale.
Juniper Networks’ Manoj Leelanivas and Broadcom’s Charlie Kawwas discuss AI-focused infrastructure.
“I think our journey in AI started in the last decade, collaborating with some of the hyperscalers who are the bulk of the market today,” said Charlie Kawwas (pictured), president of the Semiconductor Solutions Group at Broadcom. “Because of them, we see this growth and it is becoming a huge inflection point not just for us in tech. I think this is going to be used in so many other applications, medical, public sector, all kinds of applications will see beyond even video generations and imaging. As a result, I think the technologies we’re working on are going to be critical, especially the stuff we’re collaborating on.”
Kawwas spoke with Manoj Leelanivas, chief operating officer of Juniper Networks at the Seize the AI Moment event, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed Juniper and Broadcom setting the standards for how networking and power efficiency will evolve in the AI-driven world. (* Disclosure below.)
AI trends signal the need for improved networking and power efficiency
Broadcom has witnessed a surge in AI-related spending, with hyperscalers such as the top four US firms boosting their capital expenditure to over $200 billion, according to Kawwas. The massive investments are ushering in a new wave of innovation that stretches beyond video generation to sectors such as healthcare, finance and public infrastructure.
“That’s an almost $60 billion incremental spend with only four companies; just imagine the amount of technology and innovation that’s going to drive,” he said. “We’re seeing a huge waterfall into the enterprise, which is the next opportunity we’re excited about.”
As AI clusters and cryptocurrency mining increase demand on the global energy grid, companies are seeking ways to reduce power consumption. Broadcom’s latest innovation, the Tomahawk 5 Ethernet chip, sets a new benchmark for power efficiency. Built on a single die and leveraging five-nanometer technology, it delivers 51 terabits per second of processing power while minimizing energy usage, Kawwas added.
“I think there are also capabilities for us to drive lower power as we both innovate together at the system level with optics capability,” he said. “We have a lot of capabilities between us that could set a new benchmark in power reduction and efficiency.”
Here’s the complete video interview, part of SiliconANGLE’s and theCUBE Research’s coverage of the Seize the AI Moment event:
Here’s the complete event video playlist:
(* Disclosure: TheCUBE is a paid media partner for the Seize the AI Moment event. Neither Juniper Networks Inc., the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)