STOCK TITAN

Marvell Teralynx 10 51.2T Ethernet Switch Enters Volume Production for Global AI Cloud Deployments

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Positive)
Tags
AI

Marvell Technology (NASDAQ: MRVL) announced that its Teralynx 10 Ethernet switch device is now in volume production with customer deployments underway. The 51.2 Tbps switch offers industry-leading performance for AI and cloud data centers, featuring:

  • Lowest latency (500-600 nanoseconds)
  • Highest radix (512 ports)
  • Low power consumption (1W per 100Gbps)
  • Full programmability without impacting performance

The device supports open network platforms like SONiC, enabling faster deployment and optimization. Market demand for 51.2 Tbps switches is expected to grow at a 120% CAGR from 2024 to 2028, reaching 1.8 million units.

Marvell Technology (NASDAQ: MRVL) ha annunciato che il suo dispositivo Teralynx 10 Ethernet switch è ora in produzione di massa con le implementazioni presso i clienti già in corso. L'interruttore da 51,2 Tbps offre prestazioni leader nel settore per i centri dati AI e cloud, caratterizzato da:

  • La latenza più bassa (500-600 nanosecondi)
  • Il più alto numero di porte (512 porte)
  • Un basso consumo energetico (1W per 100Gbps)
  • Completamente programmabile senza compromettere le prestazioni

Il dispositivo supporta piattaforme di rete aperte come SONiC, consentendo una distribuzione e un'ottimizzazione più veloci. Si prevede che la domanda di interruttori da 51,2 Tbps crescerà con un CAGR del 120% dal 2024 al 2028, raggiungendo 1,8 milioni di unità.

Marvell Technology (NASDAQ: MRVL) ha anunciado que su dispositivo Teralynx 10 Ethernet switch ya está en producción a gran escala con implementaciones en curso para los clientes. El conmutador de 51.2 Tbps ofrece rendimiento líder en la industria para centros de datos de IA y en la nube, con las siguientes características:

  • La latencia más baja (500-600 nanosegundos)
  • El mayor número de puertos (512 puertos)
  • Bajo consumo de energía (1W por 100Gbps)
  • Completamente programable sin afectar el rendimiento

El dispositivo es compatible con plataformas de red abierta como SONiC, permitiendo implementaciones y optimizaciones más rápidas. Se espera que la demanda de conmutadores de 51,2 Tbps crezca a una TACC del 120% de 2024 a 2028, alcanzando 1.8 millones de unidades.

Marvell Technology (NASDAQ: MRVL)는 자신의 Teralynx 10 이더넷 스위치 장치가 현재 대량 생산 단계에 있으며 고객 배포가 진행 중이라고 발표했습니다. 51.2 Tbps 스위치는 AI 및 클라우드 데이터 센터를 위한 업계 최고의 성능을 제공합니다. 특징은 다음과 같습니다:

  • 가장 낮은 지연 시간 (500-600 나노초)
  • 가장 높은 라디우스 (512 포트)
  • 낮은 전력 소비 (100Gbps당 1W)
  • 성능에 영향을 주지 않는 완전 프로그래머블 가능성

이 장치는 SONiC과 같은 오픈 네트워크 플랫폼을 지원하여 더 빠른 배포와 최적화를 가능하게 합니다. 51.2 Tbps 스위치에 대한 시장 수요는 2024년부터 2028년까지 120% CAGR로 성장할 것으로 예상되며, 180만 대에 이를 것으로 보입니다.

Marvell Technology (NASDAQ: MRVL) a annoncé que son dispositif Teralynx 10 Ethernet switch est désormais en production de masse avec des déploiements chez les clients en cours. Le switch de 51,2 Tbps offre des performances de pointe dans l'industrie pour les centres de données AI et cloud, caractérisé par :

  • La latence la plus basse (500-600 nanosecondes)
  • Le plus grand nombre de ports (512 ports)
  • Une faible consommation d'énergie (1W pour 100Gbps)
  • Une programmabilité totale sans impact sur les performances

Ce dispositif prend en charge des plateformes de réseau ouvertes telles que SONiC, permettant un déploiement et une optimisation plus rapides. La demande du marché pour des switches de 51,2 Tbps devrait croître à un TCAC de 120% de 2024 à 2028, atteignant 1,8 million d'unités.

Marvell Technology (NASDAQ: MRVL) hat angekündigt, dass sein Teralynx 10 Ethernet Switch Gerät jetzt in Massenproduktion ist und die Kundenbereitstellungen im Gange sind. Der 51,2 Tbps Switch bietet leistungsstarke Branchenführerschaft für KI- und Cloud-Datenzentren und zeichnet sich durch Folgendes aus:

  • Die niedrigste Latenz (500-600 Nanosekunden)
  • Die höchste Radix (512 Ports)
  • Niedriger Energieverbrauch (1W pro 100Gbps)
  • Vollständig programmierbar, ohne die Leistung zu beeinträchtigen

Das Gerät unterstützt offene Netzwerkplattformen wie SONiC, was eine schnellere Bereitstellung und Optimierung ermöglicht. Es wird erwartet, dass die Marktnachfrage nach 51,2 Tbps Switchen von 2024 bis 2028 mit einem CAGR von 120% wächst und 1,8 Millionen Einheiten erreicht.

Positive
  • Teralynx 10 Ethernet switch entered volume production for customer deployments
  • Industry-leading performance with lowest latency (500-600 ns) and highest radix (512 ports)
  • Low power consumption at 1W per 100Gbps of bandwidth
  • Supports open network platforms like SONiC for faster deployment and optimization
  • Market for 51.2 Tbps switches expected to grow at 120% CAGR from 2024 to 2028
Negative
  • None.

Insights

Marvell's Teralynx 10 Ethernet switch entering volume production marks a significant milestone in cloud AI infrastructure. The 51.2 Tbps throughput and ultra-low latency of 500ns position this switch as a game-changer for AI workloads. Its 512 switching radix allows for fewer switch tiers in large clusters, potentially reducing power consumption and total cost of ownership.

The switch's programmability without impacting packet processing capacity or latency is particularly noteworthy. This flexibility future-proofs the investment as networking technologies evolve, a important factor for rapidly changing AI environments. The power efficiency of 1 watt per 100 Gbps is impressive, addressing the growing concerns about energy consumption in data centers.

The transition to open networking platforms like SONiC and SAI is a strategic move. This shift mirrors the Linux disruption in server computing, potentially accelerating innovation and reducing vendor lock-in. For investors, this could mean a more competitive and dynamic market in cloud networking equipment.

The projected 120% CAGR for 51.2 Tbps switches until 2028 indicates a massive growth opportunity. However, investors should be aware that this growth might attract more competition, potentially impacting Marvell's market share and margins in the long term.

Marvell's Teralynx 10 entering volume production is a positive development for the company's financial outlook. The timing is opportune, coinciding with the explosive growth in AI infrastructure demand. The projected increase in 51.2 Tbps switch shipments from 77,000 in 2024 to 1.8 million in 2028 represents a substantial market opportunity.

The product's alignment with the industry shift towards open networking platforms could potentially expand Marvell's addressable market. By supporting SONiC and SAI, Marvell positions itself to capture market share from both traditional networking vendors and new entrants.

Investors should note the potential for margin pressure as the market grows and attracts more competition. However, Marvell's early mover advantage and the product's superior specifications could provide some pricing power in the near term.

The expansive partner ecosystem, including major OEMs, ODMs and ISVs, is a strategic asset. It could accelerate adoption and provide multiple revenue streams through various go-to-market channels. This diversification may help mitigate risks associated with individual customer dependencies.

While specific financial projections are not provided, the volume production announcement and strong industry growth forecasts suggest a positive impact on Marvell's revenue in the coming quarters, particularly in its networking segment.

  • Unique architecture delivers high bandwidth, low latency, low power and programmability in a single platform for optimized cloud AI deployments.
  • Seamless support for open network operating system software enables fast design and deployment for ODMs, OEMs and hyperscalers.
  • Multiple customers designing with Teralynx® 10 Ethernet switch device to scale accelerated infrastructure.

SANTA CLARA, Calif. , July 25, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that the Marvell® Teralynx® 10 Ethernet switch device is in volume production with customer deployments underway. The Teralynx 10 switch is a low power, programmable 51.2 Tbps Ethernet device with the industry's lowest latency1, delivering leading performance for training, inference, general-purpose compute and other workloads to scale accelerated infrastructure in cloud data centers.

The Teralynx 10 switch device enters production as the growth in the size of AI clusters and the number of AI data centers is driving increased demand for high-bandwidth connectivity. Simultaneously, the industry is undergoing a shift from the exclusive use of proprietary network operating systems (NOS) to deployment of open network platforms, such as Linux Foundation's SONiC and SAI (switch abstraction interface), that enable operators to rapidly deploy switching from multiple manufacturers, speed up development timelines and optimize for their specific use cases.

Shipments of 51.2 Tbps switches are expected to skyrocket from approximately 77,000 in 2024 to 1.8 million in 2028, a 120% compound annual growth rate (CAGR), according to 650 Group. 650 Group's co-founder Alan Weckel said, "51.2T marks a watershed moment in data center switching. Cloud service providers will rapidly gravitate toward this switch capacity to build the next generation of infrastructure, placing a priority on multi-vendor diversity at the system and silicon levels."

The Teralynx 10 device is based on a clean-sheet switch architecture that simultaneously delivers high bandwidth, ultra-low latency, low power, high radix and zero-latency-loss programmability. This enables a single switching platform design to be used across multiple points of the network without compromising functionality or performance. Whether used in top-of-rack (ToR), leaf, spine, AI cluster, or network edge, the unified platform offers the attributes required for advanced AI networks and enables in-field feature updates to support new protocols.

The Teralynx 10 switch software platform is designed to deliver on the emerging transition to open networking for large scale data centers. Increasingly, operators are moving from traditional proprietary network operating systems to the open-source SONiC platform, similar to how Linux disrupted proprietary operating systems for server compute. An open-source approach enables operators to normalize their networking system software across multiple manufacturers and accelerate development timelines. From a business perspective, this approach allows for a broader ecosystem of switch manufacturers with increased silicon diversity and supply chain stability for cloud network operators. Operators are increasingly mandating open network software, and the Marvell Teralynx 10 switch platform provides a comprehensive solution with an industry-accepted programming model that can run on Marvell switch solutions as well as other compatible hardware. (See today's related announcement on SONiC.)

"AI deployments require a switch solution which is simultaneously high bandwidth, low power, low latency, and future proofed for evolving requirements. Marvell has delivered the most complete AI Ethernet switch solution available to the industry today, and we are pleased to deliver a production-ready solution for customers' expanding 51.2 Tbps deployments," said Nick Kucharewski, senior vice president and GM, Network Switching Business Unit, at Marvell.  "This is the right product at the right time, as the market turns to innovative solutions from customer-focused suppliers like Marvell to satisfy their explosive demand for high bandwidth switching in AI data center buildouts."

Teralynx 10 Features and Benefits
The Teralynx 10 Ethernet switch offers leadership performance and high scale for the most advanced cloud and AI workloads:

  • Lowest latency: Demonstrates 51.2 terabit-per-second Ethernet throughput with latency as low as 500ns, and sub-600 nanoseconds latency across all packet sizes (See video here). Low latency is essential for meeting the demands of AI, ML and distributed workloads, and it directly impacts job completion time and algorithmic efficiency. The low latency Teralynx switch gives cloud operators the ability to reduce operating expenses and increase their capacity for performing revenue-generating activity.
  • Industry-best radix: 512 switching radix enables operators to reduce the number of switch tiers in large clusters, yielding dramatically lower power and total cost of ownership (TCO).
  • Low power consumption: The switch consumes 1 watt per 100 gigabits-per-second of bandwidth.
  • Programmable: The industry's only switch architecture that is fully programmable with no impact to packet processing capacity or latency. The Teralynx 10 device can be applied in multiple use cases at 51.2 Tbps. This flexibility gives data center operators investment protection as networking technologies evolve to handle new protocols.

Expansive Partner Ecosystem
Switch systems based on the Teralynx 10 device are available from major OEMs, ODMs, and ISVs to speed adoption, while providing greater choice and ability for customers to optimize for their unique environment. 

"The proliferation of AI and machine learning in data centers represents a transformative shift in the industry, driving unprecedented advancements in computational power, data processing capabilities, and operational efficiency," said Gavin Cato, head of Portfolio Solutions and CTO, Connectivity and Cloud Solutions, Celestica. "Celestica congratulates Marvell on the Teralynx 10 51.2T release and looks forward to continued collaborations in leading-edge Ethernet solutions to support bringing advanced AI capabilities to the market."

"We have been collaborating with Marvell to provide highly innovative and comprehensive solutions for our customers and we are very excited to add Teralynx 10 to our portfolio," said David Tsai, vice president and GM, Wistron Neweb Corporation, Networking Business Group.

"Keysight's industry-leading test solutions, like the AresONE-M 800GE platform, were instrumental in accurately benchmarking the Teralynx 10 low-latency capabilities. This precise measurement of data transfer through the switching fabric is critical in assessing optimal job completion times for complex AI training algorithms within massive data center clusters exceeding 100,000 GPUs. By collaborating with Marvell, we're empowering customers to confidently deploy the Teralynx 10 and achieve peak performance in their AI cloud infrastructure," said Ram Periakaruppan, vice president and general manager, Network Test & Security Solutions, Keysight.

"MultiLane is proud to extend its partnership with Marvell by introducing the Teralynx 10 platform into our Interoperability Labs in Fremont, Calif. As a leader in interoperability and compliance testing services, MultiLane continues to enhance its offerings to help data center operators streamline the adoption and deployment of high-performance switching fabrics," said Michel Haddad, general manager, Measurement Solutions Business Unit, MultiLane. 

"Teledyne LeCroy Xena's leading test equipment enables the thorough performance benchmarking of the Teralynx 10 platform including testing of 800G Ethernet using the Z800 Freya platform," said Jacob Christensen, general manager, Teledyne LeCroy Xena.

Footnote 1: Based on testing by Keysight

About Marvell
To deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process and secure the world's data with semiconductor solutions designed for our customers' current needs and future ambitions. Through a process of deep collaboration and transparency, we're ultimately changing the way tomorrow's enterprise, cloud, automotive, and carrier architectures transform—for the better.

Marvell and the M logo are trademarks of Marvell or its affiliates. Please visit www.marvell.com for a complete list of Marvell trademarks. Other names and brands may be claimed as the property of others.

This press release contains forward-looking statements within the meaning of the federal securities laws that involve risks and uncertainties. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future events or achievements. Actual events or results may differ materially from those contemplated in this press release. Forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions that are difficult to predict, including those described in the "Risk Factors" section of our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and other documents filed by us from time to time with the SEC. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and no person assumes any obligation to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise.

For further information, contact:
Michael Kanellos
pr@marvell.com

Marvell is a leading provider of infrastructure semiconductor solutions. (PRNewsfoto/Marvell Technology Group Ltd.)

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/marvell-teralynx-10-51-2t-ethernet-switch-enters-volume-production-for-global-ai-cloud-deployments-302206399.html

SOURCE Marvell

FAQ

What is the bandwidth of Marvell's Teralynx 10 Ethernet switch (MRVL)?

Marvell's Teralynx 10 Ethernet switch (MRVL) has a bandwidth of 51.2 Tbps (Terabits per second).

What is the latency of Marvell's Teralynx 10 Ethernet switch (MRVL)?

The Teralynx 10 Ethernet switch (MRVL) demonstrates latency as low as 500ns, with sub-600 nanoseconds latency across all packet sizes.

How many ports does Marvell's Teralynx 10 Ethernet switch (MRVL) have?

Marvell's Teralynx 10 Ethernet switch (MRVL) has an industry-best radix of 512 switching ports.

What is the power consumption of Marvell's Teralynx 10 Ethernet switch (MRVL)?

The Teralynx 10 Ethernet switch (MRVL) consumes 1 watt per 100 gigabits-per-second of bandwidth.

Marvell Technology, Inc.

NASDAQ:MRVL

MRVL Rankings

MRVL Latest News

MRVL Stock Data

76.40B
866.20M
0.48%
92.3%
2.09%
Semiconductors
Semiconductors & Related Devices
Link
United States of America
WILMINGTON