Slide 1: A Foundation for Next-Gen Cloud Networks: Industry's First Cloud-Optimized 51.2 Tbps Networking Platform
A Foundation for Next-Gen Cloud Networks: Introducing Industry’s First Cloud-Optimized 51.2 Tbps Networking Platform March 2, 2023
Slide 2: Our focus: data infrastructure
Our focus: data infrastructure Carrier Enterprise Data center Automotive infrastructure networking Every major 4 of 5 top 8 of 10 top 17 of 20 top cloud wireless OEMs auto OEMs networking OEMs © 2023 Marvell. All rights reserved. 2
Slide 3: Cloud-optimized data center portfolio
Cloud-optimized data center portfolio Cloud data center Optical interconnect Switching Compute, Security, Storage Addresses unique needs of the largest data center operators © 2023 Marvell. All rights reserved. 3
Slide 4: Key market dynamics
Key market dynamics 1 New AI applications 2 Network bottlenecks 3 Bandwidth growth © 2023 Marvell. All rights reserved. 4
Slide 5: New AI drives more bandwidth
New AI drives more bandwidth More AI More bandwidth ChatGPT More optics More switches Bard Bing AI Ernie Bot Cloud operators need networking to do more © 2023 Marvell. All rights reserved. 5
Slide 6: Low latency critical for demanding applications
Low latency critical for demanding applications AWS keynote at re:Invent 2022 Meta keynote at OCP Summit 2022 The Unusual Characteristic of Machine Learning Training Time Spent in Networking 70% Compute Memory Network 60% 57.24% Parallel Bound Bound Bound 50% 35.38% 37.67% 40% 30% 18.57% 20% 10% Acc
Slide 7: Data center bandwidth growth accelerating
Data center bandwidth growth accelerating Data center bandwidth 20 51% CAGR 18 16 14 Growth 12 factor 10 8 6 4 2 0 2020 2021 2022 2023 2024 2025 2026 2027 Source: Marvell estimates based on industry analyst forecasts © 2023 Marvell. All rights reserved. 7
Slide 8: A foundation for next-gen data center networks
A foundation for next-gen data center networks 1.6 Tbps PAM4 DSP 51.2 Tbps Ethernet switch 200G per lambda Ultra-low latency, programmable Cloud-optimized platform enables cloud networks to scale © 2023 Marvell. All rights reserved. 8
Slide 9: Nova: Industry's first 1.6T PAM4 DSP
Nova: Industry’s first 1.6T PAM4 DSP ▪ 8 x 200G / wavelength (l) ▪ 30% lower cost/bit* ▪ 30% lower power/bit* ▪ Half module count ▪ 2x more reliable optics** ▪ Multi-vendor Sampling now *As compared to optical modules based on Marvell's previous PAM4 DSP generation **Expected reliability improvement
Slide 10: Why PAM4 DSP?
Why PAM4 DSP? 2x 1.6T 2x 800G 2x 400G 200G ▪ 2x bandwidth every 2 years ▪ 30% lower power / cost per bit ▪ Multi-vendor ecosystem ▪ High volume, high reliability ▪ Backward/forward compatibility © 2023 Marvell. All rights reserved. 10
Slide 11: Next-gen 1.6T disrupts data interconnects
Next-gen 1.6T disrupts data interconnects 100G/l 800G 200G/l 1.6T 2RU 1RU 64 modules 32 modules 200G/l enables 1RU design, improving bandwidth density © 2023 Marvell. All rights reserved. 11
Slide 12: Next-gen 1.6T disrupts data interconnects
Next-gen 1.6T disrupts data interconnects 100G/l 800G 200G/l 1.6T 2RU 1RU 30% 30% 50% 2x lower lower fewer more reliable cost/bit* power/bit* modules optics** Nova essential for cloud-optimized 51.2T-based networks *As compared to optical modules based on Marvell's previous PAM4 DSP generation © 202
Slide 13: Teralynx 10: ultra-low latency 51.2T switch
Teralynx 10: ultra-low latency 51.2T switch ▪ Ultra-low latency ▪ Advanced telemetry ▪ Permutable flex-forwarding ▪ 80% power savings Sampling: 2Q23 Scales the cloud and addresses network bottlenecks © 2023 Marvell. All rights reserved. 13
Slide 14: Ultra-low latency switch architecture: 1.7x advantage
Ultra-low latency switch architecture 1.7x advantage Teralynx* Other switches *Based on RFC 2544 FIFO latency with Teralynx 7 for 400G port © 2023 Marvell. All rights reserved. 14
Slide 15: Optimized for AI/ML and data center fabrics
Optimized for AI/ML and data center fabrics ▪ Ultra-low latency Reduces job completion time ▪ Congestion-aware routing Minimizes congestion ▪ Advanced telemetry Auto-tunes network in real-time ▪ Permutable flex-forwarding Programs packet-forwarding as networks evolve © 2023 Marvell. All rights reser
Slide 16: Industry-leading 112G SerDes
Industry-leading 112G SerDes Best-in-class long reach ▪ Lowest bit error rate (BER) ▪ Flexible data rate ▪ Optimized designs without retimers ▪ Eliminates need for flyover cables Enables lowest cost and power system design © 2023 Marvell. All rights reserved. 16
Slide 17: The benefits of an all-Marvell solution
The benefits of an all-Marvell solution… Common 112G SerDes IP IP Extensive interop testing Common firmware & software Common link training scheme …predictable deployment and faster time-to-market © 2023 Marvell. All rights reserved. 17
Slide 18: Key takeaways
Key takeaways 1 Industry’s first cloud-optimized 51.2T networking platform 2 Nova, industry’s first 200G/l 1.6T PAM4 DSP 3 Teralynx 10, ultra-low latency 51.2T switch 4 Enables AI/ML and data center network scaling, lowers power/cost per bit 5 Accelerates time to market © 2023 Marvell. All rights re
Slide 19: Marvell: Essential technology, done right
ia MARVELL Essential technology, done right™