AI networking showdown: Nvidia vs. Broadcom – theCUBE breaks it down

Who’s leading the AI networking revolution? In the race to connect XPUs at scale, only two companies stand out: Nvidia and Broadcom. Nvidia, leveraging its Mellanox acquisition, dominates with proprietary networking, while Broadcom takes a different route with its open, scalable, and power-efficient (OSP) strategy — driving industry standards through the Ultra Ethernet Consortium. But is this a winner-takes-all game? Not at all. The AI market is vast, leaving room for multiple players. Get the full breakdown and expert analysis on theCUBE.

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