Slide 1: Industry's 1st 1.6T AEC DSP for Accelerated Infrastructure Copper Connections
Industry’s 1st 1.6T AEC DSP for Accelerated Infrastructure Copper Connections June 2024
Slide 2: Forward-looking statements
Forward-looking statements Except for statements of historical fact, this presentation contains forward-looking statements (within the meaning of the federal securities laws) including statements related to future revenue, future earnings, and the success of our product releases that involve risks a
Slide 3: Overview
Overview Company founded FY24 revenue 1995 $5.5B Employees Patents worldwide 6,800+ 10,000+ Global fabless semiconductor supplier -100 © 2024 Marvell. All rights reserved. 3
Slide 4: Industry-leading data infrastructure products
Industry-leading data infrastructure products Storage Electro-optics Processors HDD, SSD and PAM4 DSPs, linear TIAs, drivers and 4G/5G baseband and Fibre Channel controllers coherent DSPs data processor units (DPUs) Networking Automotive Ethernet Security Processors and cloud hardware Ethernet switc
Slide 5: Marvell accelerated infrastructure portfolio
Marvell accelerated infrastructure portfolio Compute Custom compute Ethernet switch Connectivity Interconnect Storage Controllers © 2024 Marvell. All rights reserved. 5
Slide 6: Key data center trends driven by AI
Key data center trends driven by AI Higher compute performance Higher bandwidth connectivity Faster interconnects Shift to active interconnects Larger GreaterAIaccelerator server clusters power More interconnects © 2024 Marvell. All rights reserved. 6
Slide 7: Accelerated infrastructure network tiers
Accelerated infrastructure network tiers Data center interconnect (DCI) Between data centers Inside data centers Frontend network Compute fabric General purpose servers and storage Backend network © 2024 Marvell. All rights reserved. 7
Slide 8: Accelerated infrastructure network protocols
Accelerated infrastructure network protocols Inside Data Centers Inside AI Servers Frontend network Frontend network Ethernet 1 NIC/DPUs CPUs XPUs NIC/DPUs Backend network 2 3 Compute fabrics PCIe / CXL, NVLink, UALink, Infinity and proprietary Backend network InfiniBand or Ethernet © 2024 Marvell.
Slide 9: A combination of optical and copper interconnects
A combination of optical and copper interconnects Core switches Optical Long (>5m) Core switch to spine switch Spine switch to rack switch Spine switches AI clusters Copper Rack switches Short (<5m) AI compute fabrics AI accelerators to rack switches NICs to rack switches AI servers © 2024 Marvell.
Slide 10: Where are copper interconnects used?
Where are copper interconnects used? Server to rack switch AI servers NIC DPUs CPUs XPUs Top of Rack Switches Servers Compute Fabric NIC DPUs © 2024 Marvell. All rights reserved. 10
Slide 11: AI accelerators are leading the move to serial 200G
AI accelerators are leading the move to serial 200G AI accelerator to AI accelerator AI accelerator to rack switch Higher accelerated compute driving higher bandwidth connectivity © 2024 Marvell. All rights reserved. 11
Slide 12: 200G serial limits copper connections distance
200G serial limits copper connections distance Passive Direct Attach Copper Cable (DAC) 50G / lane 100G / lane 200G / lane 1 2 3 4 5 6 7 Source: Marvell estimates Length (m) DACs cannot meet reach and cable thickness requirements © 2024 Marvell. All rights reserved. 12
Slide 13: The solution: Active Electrical Cable (AEC)
The solution: Active Electrical Cable (AEC) Direct Attach Copper Cable (DAC) Module connector Host IC Active Electrical Cable (AEC) Module connector Host IC AEC DSP AEC enables longer reach over thinner cables © 2024 Marvell. All rights reserved. 13
Slide 14: Industry's 1st 1.6T AEC DSP for copper interconnects
Industry’s 1st 1.6T AEC DSP for copper interconnects Best-in-class DSP SerDes Power / performance flexibility Footprint and Advanced telemetry feature optimized and debug capabilities Enables cloud-optimized short-reach copper connectivity © 2024 Marvell. All rights reserved. 14
Slide 15: Alaska A 1.6T DSP extends copper reach to >3 meters
Alaska A 1.6T DSP extends copper reach to >3 meters Passive Direct Attach Copper Active Electrical Cable Cable (DAC) (AEC) 50G / lane 100G / lane 200G / lane 1 2 3 4 5 6 7 Source: Marvell estimates Length (m) Addresses cable reach and thickness requirements © 2024 Marvell. All rights reserved. 15
Slide 16: AECs solve cable routing and air flow
AECs solve cable routing and air flow 1.6T (8x200G) cable: 16 cable pairs 26 AWG passive DAC 32 AWG AEC AECs are 50% thinner than equivalent DACs © 2024 Marvell. All rights reserved. 16
Slide 17: Key Alaska A 1.6T AEC DSP use cases
Key Alaska A 1.6T AEC DSP use cases AI accelerator to AI accelerator AI accelerator to switch AI accelerator with 200G I/O Switch with 100G I/O DAC <2m DAC <1m AEC >3m Gearbox AEC AI accelerator with 200G I/O AI accelerator with 200G I/O Enabling essential accelerated infrastructure connections © 20
Slide 18: Emerging use case of distributed AI server
Emerging use case of distributed AI server Today Emerging Future Single board with N XPUs Two boards with N XPUs Four boards with N XPUs AECs to cluster AI accelerators within rack © 2024 Marvell. All rights reserved. 18
Slide 19: Enabling broad ecosystem of tier 1 cable vendors
Enabling broad ecosystem of tier 1 cable vendors Collaborating with leading vendors to deliver cloud-optimized solutions © 2024 Marvell. All rights reserved. 19
Slide 20: Uniquely delivering cloud-optimized AECs
Uniquely delivering cloud-optimized AECs Alaska A 1.6T Complete Tier 1 cable Cloud-optimized PAM4 DSP reference platform suppliers reach & thickness 3m+ reach 28 to 32 AWG Gearbox cable X X Copper TX Copper TX MCU Ctrl MRVL DSP © 2024 Marvell. All rights reserved. 20
Slide 21: Alaska A 1.6T AEC DSP extends copper connectivity
Alaska® A 1.6T AEC DSP extends copper connectivity ▪ Industry’s 1st 1.6T AEC DSP ▪ 224G / 112G / 50G PAM4 support ▪ Retimer and gearbox modes supported ▪ Comprehensive diagnostics and debug capabilities ▪ Built on industry-leading Marvell 5nm in-house PAM4 IP ‒ SerDes supporting >40dB insertion loss
Slide 22: Industry-leading 5nm PAM4 SerDes
>40dB High- insertion performance loss equalizer Industry-leading 5nm PAM4 SerDes Low-power Field-proven Multiple Marvell 5nm products shipping in high volume © 2024 Marvell. All rights reserved. 22
Slide 23: Leveraging PAM4 leadership to enable AECs
Leveraging PAM4 leadership to enable AECs First 200G per lane 1.6T Enabled 8 x 200G AI ramp 800G First 100G 8 x 100G per lane 400G First PAM DSP 4 x 100G 200G 4 x 50G Marvell PAM4 technology deployed in all the leading cloud data centers © 2024 Marvell. All rights reserved. 23
Slide 24: Comprehensive data center connectivity portfolio
Comprehensive data center connectivity portfolio Between data centers Inside data centers Inside servers Data center interconnect Frontend and Compute fabrics (DCI) networks backend networks Alaska A 1.6T AEC DSP extends Marvell interconnect leadership © 2024 Marvell. All rights reserved. 24
Slide 25: Key takeaways
Key takeaways 1 AI accelerators are leading the move to higher bandwidth 200G/lane interconnects. 2 Copper interconnects migrating from DAC to AEC to meet bandwidth and reach needs. 3 Marvell introduces industry’s 1st 1.6T AEC DSP for short-reach AI accelerator connections. 4 Partnering with Tier 1
Slide 26: Marvell
ia MARVELL Essential technology, done right™