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AI Workloads Spur Competition in Networking Chips

July 13, 2023

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Networking vendors are competing in a tight market to produce networking chips that can handle artificial intelligence (AI) and machine learning (ML) workloads. Late last month, Cisco announced its Silicon One G200 and G202 ASICs, pitting it against offerings from Broadcom, NVIDIA, and Marvell.

A recent IDC forecast shows how companies plan to spend more on AI. The research firm predicts that global spending on AI will climb to $154 billion in 2023 and at least $300 billion by 2026. In addition, by 2027, almost 1 in 5 Ethernet switch ports that data centers purchase will be related to AI/ML and accelerated computing, according to a report by research firm 650 Group.

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