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Why private cloud is AI’s next battleground, and Broadcom’s big advantage

  • Private cloud is becoming increasingly important, with companies like Broadcom at the forefront of the AI battleground.
  • Diane Bryant, a board member at Broadcom, discusses the complexity of AI and the advantage it provides to big companies like Google and Amazon.
  • The AI hardware market is projected to reach between 300 to 500 billion in 2030, accommodating various players like Nvidia and AMD.
  • Bryant highlights the history and evolution of AI, from its conceptual beginnings in the '50s to its recent breakthroughs.
  • Broadcom's acquisition of VMware positions it well in the cloud and AI space, offering solutions like VMware Cloud Foundation for AI workloads.
  • Bryant's involvement with companies like mmTron and Celestial AI shows her continued interest in innovative technologies such as photonics.
  • Celestial AI's Photonic Fabric aims to enhance data transmission using optics, providing integration with accelerator chips for improved efficiency.
  • SiliconANGLE Media, co-founded by John Furrier and Dave Vellante, focuses on digital media innovation and technology industry insights.

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