By Sandeep Bharathi, president, Data Center Group, Marvell
This blog was originally posted at Fortune.
Semiconductors have transformed virtually every aspect of our lives. Now, the semiconductor industry is on the verge of a profound transformation itself.
Customized silicon—chips uniquely tailored to meet the performance and power requirements of an individual customer for a particular use case—will increasingly become pervasive as data center operators and AI developers seek to harness the power of AI. Expanded educational opportunities, better decision making, ways to improve the sustainability of the planet all become possible if we get the computational infrastructure right.
The turn to custom, in fact, is already underway. The number of GPUs—the merchant chips employed for AI training and inference—produced today is nearly double the number of custom XPUs built for the same tasks. By 2028, custom accelerators will likely pass GPUs in units shipped, with the gap expected to grow.1

By Amit Sanyal, Senior Director, Product Marketing, Marvell
Data centers are arguably the most important buildings in the world. Virtually everything we do—from ordinary business transactions to keeping in touch with relatives and friends—is accomplished, or at least assisted, by racks of equipment in large, low-slung facilities.
And whether they know it or not, your family and friends are causing data center operators to spend more money. But it’s for a good cause: it allows your family and friends (and you) to continue their voracious consumption, purchasing and sharing of every kind of content—via the cloud.
Of course, it’s not only the personal habits of your family and friends that are causing operators to spend. The enterprise is equally responsible. They’re collecting data like never before, storing it in data lakes and applying analytics and machine learning tools—both to improve user experience, via recommendations, for example, and to process and analyze that data for economic gain. This is on top of the relentless, expanding adoption of cloud services.
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