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What’s next for Broadcom stock after a 240% three-year climb?

Dataconomy

Analysts expect the serviceable addressable market for Broadcoms custom AI accelerators and networking chips to range between $60 billion and $90 billion by fiscal year 2027. and $9 for 2025, 2026, and 2027, respectively. billion to $50 billion by that time. Despite these promising figures, the company faces several challenges.

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Dell’Oro Group: AI data center switch spending to exceed $100 billion by 2029

Dataconomy

Boujelbene noted that Ethernet is gaining traction as the primary fabric for large-scale AI clusters, driven by supply and demand dynamics. Notably, even major NVIDIA GPU-based clusters, such as xAI’s Colossus, are adopting Ethernet, prompting an advancement in the projected crossover timeline of Ethernet with InfiniBand by one year.

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Real value, real time: Production AI with Amazon SageMaker and Tecton

AWS Machine Learning Blog

Global ecommerce fraud is predicted to exceed $343 billion by 2027. Orchestrate with Tecton-managed EMR clusters – After features are deployed, Tecton automatically creates the scheduling, provisioning, and orchestration needed for pipelines that can run on Amazon EMR compute engines.

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Broadcom stock climbs 13%: The AI boom investors can’t ignore

Dataconomy

CEO Hock Tan emphasized the potential of custom AI chips currently in development for three large cloud customers, anticipating that these clients will deploy 1 million AI chips in networked clusters by 2027. While the AI segment thrived, non-AI semiconductor revenue experienced a decline of 23% year-over-year.

AI 91
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The history of Kubernetes

IBM Journey to AI blog

Borg’s large-scale cluster management system essentially acts as a central brain for running containerized workloads across its data centers. Omega took the Borg ecosystem further, providing a flexible, scalable scheduling solution for large-scale computer clusters. Control plane nodes , which control the cluster.

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IBM and Microsoft partnership accelerates sustainable cloud modernization

IBM Journey to AI blog

According to the IT Sustainability Beyond the Data Center report from the IBM Institute for Business Value, some estimates suggest that there has been a 43% absolute increase in the power capacity demand by data center operators between 2018 and 2021, and that the global data center market will grow by more than 30% between 2021 and 2027.

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Navigating The Big Data ICT Training Process In The UK

Smart Data Collective

A lot of these jobs used to be clustered in the United States, but a growing number of big data careers are opening up in the UK as well. It is expected to reach $103 billion by 2027. For this reason, a career in data is a popular route in the internet age. The market for big data is growing rapidly.