As AI clusters scale, the network interfaces increasingly determine accelerator utilization, latency, congestion management, and infrastructure efficiency.
Hyperscalers must balance distinct frontend and AI backend networking requirements while keeping pace with increasing bandwidth demands, growing software complexity, and tighter power and system constraints. At large-scale AI, the interface becomes a place to compete. Proprietary control over packet processing, offload, telemetry, security, host connectivity, and network evolution turns the endpoint from a commodity into a source of differentiation.
³Ô¹ÏºÚÁÏ brings networking technology and custom silicon execution together to develop interfaces around specific workload, XPU, software, and infrastructure requirements. The result is greater control over network performance, system integration, infrastructure processing, and the connectivity roadmap as AI systems scale.
AI clusters require network bandwidth to grow alongside XPU performance. As interface speeds rise, power per bit, signal integrity, reach, and bandwidth density become critical design considerations.
³Ô¹ÏºÚÁÏ high-speed SerDes provides the electrical foundation for custom network interfaces, with 224G SerDes supporting next-generation Ethernet connectivity across demanding data center channels.
What it enables:
Higher aggregate network bandwidth??
Greater bandwidth per lane?
More efficient use of package and board resources?
Long-reach electrical connectivity?
Lower power per delivered bit??
³Ô¹ÏºÚÁÏ develops SerDes as part of a broader connectivity portfolio spanning custom silicon, Ethernet switching, electrical interconnect, and optics. This provides system-level visibility into the full path from the network interface through the physical link.
Higher port speed alone does not ensure efficient AI networking. The Ethernet data path must also handle sustained traffic while meeting requirements for latency, congestion, reliability, traffic distribution, and telemetry.
³Ô¹ÏºÚÁÏ Ethernet MAC (media access control) and PCS (physical coding sublayer) technology provides the protocol and data path foundation for custom frontend and AI backend network interfaces.
Custom architectures can address:
RDMA-oriented data movement??
Queue and congestion management?
Multipath traffic distribution?
Loss and retry behavior?
Fine-grained telemetry??
Application-specific transport and scheduling?
These capabilities can be combined with customer-developed packet-processing and traffic-management functions to align the interface with workload and deployment requirements. Support for evolving Ethernet-based AI networking standards can also be incorporated as architectures advance.
AI infrastructure requires networking, security, storage, virtualization, telemetry, and management functions alongside application and AI compute. Running these services on host processors can consume resources better used for differentiated workloads.
³Ô¹ÏºÚÁÏ hardened Arm cores and packet-processing capabilities provide a programmable foundation for custom NIC and SmartNIC architectures.
Functions include:
Packet and flow processing??
Network virtualization?
Multi-tenancy?
Crypto and security?
Storage acceleration??
Traffic management?
Telemetry and diagnostics?
Customer-specific infrastructure services?
Functions can be distributed across programmable cores, dedicated hardware acceleration, and host software based on performance, power, flexibility, and isolation requirements. This allows the architecture to be shaped around the level of programmability and offload required rather than around a predefined SmartNIC design.?
Network interfaces no longer have to remain discrete devices on the board. As AI systems adopt multi-die architectures, networking and I/O functions can be partitioned into specialized chiplets and placed closer to the XPU.
³Ô¹ÏºÚÁÏ PCIe and Ethernet chiplets, combined with high-bandwidth die-to-die connectivity, provide more flexibility in how connectivity is integrated with compute.
Architecture options include:
Conventional PCIe-attached interfaces??
In-package Ethernet and I/O chiplets?
High-bandwidth D2D connectivity?
Independent optimization of compute and I/O?
Reuse of connectivity chiplets across XPU generations??
Different process technologies for compute and connectivity?
Chiplet partitioning can also reduce pressure on valuable compute die area while allowing networking technology to evolve on its own roadmap.
Define the endpoint around workload behavior, XPU topology, software, and fabric requirements rather than adapting the system to a fixed merchant device.
Carry proprietary networking, telemetry, security, acceleration, and software capabilities into silicon while focusing internal engineering on the technologies that create competitive advantage.
Optimize silicon, power, host-resource utilization, and infrastructure offload around deployment scale to improve the economics of increasingly expensive AI compute.
Align interface generations with XPU, switching, optics, and system roadmaps, and coordinate frontend and AI backend connectivity as one strategy while meeting their distinct traffic and refresh needs.
Combine custom silicon execution with ³Ô¹ÏºÚÁÏ expertise across Ethernet, SerDes, switching, electrical connectivity, and optics to develop the network interface in the context of the larger AI system.
Capture the performance, power, and economic benefits of custom silicon with a partner that connects architecture, proven technology, manufacturing, supply and volume execution from the start.
A custom network interface is purpose-built silicon that connects CPUs, XPUs, servers, or storage systems to the network. Designs can range from high-performance AI NICs to programmable SmartNICs, with connectivity, processing, offload, telemetry, security, and software functions shaped around specific infrastructure requirements.
Merchant NICs and DPUs are well suited when existing architectures meet performance, feature, and roadmap requirements. Custom becomes more compelling when deployment scale justifies greater control over data path behavior, infrastructure offload, telemetry, security, host or XPU connectivity, power, system economics, or future generations.
Frontend interfaces connect AI systems to applications, storage, services, and the broader data center. AI backend interfaces support intensive east-west communication between accelerator systems, placing greater emphasis on sustained bandwidth, low tail latency, congestion management, loss handling, and efficient accelerator data movement.
Core technologies include high-speed SerDes, Ethernet MAC and PCS, hardened Arm cores with packet processing, and PCIe and Ethernet chiplets with die-to-die connectivity. These technologies can be combined with additional ³Ô¹ÏºÚÁÏ, customer-developed, and third-party IP based on system requirements.
Yes. Custom programs can incorporate proprietary RTL, packet-processing functions, traffic-management algorithms, accelerators, firmware, security technology, and other differentiated capabilities. Engagements can begin from an existing architecture, detailed specifications, or a jointly developed design.
Yes. PCIe remains an important host interface, while chiplet and die-to-die architectures create additional options for positioning Ethernet and I/O functions closer to compute. This can support higher in-package bandwidth, reuse of connectivity technology, and independent evolution of compute and I/O.
Network interfaces interact directly with switches, electrical channels, optics, and the wider fabric. ³Ô¹ÏºÚÁÏ expertise across Ethernet switching, SerDes, electrical connectivity, optical DSPs, silicon photonics, and custom silicon provides broader system context for endpoint architecture decisions.
³Ô¹ÏºÚÁÏ can support architecture definition, IP development and integration, front-end and physical design, packaging, validation, manufacturing, and volume deployment. Depending on the program, support can also extend to board-level implementation.
Early engagement creates more opportunity to optimize the interface alongside the XPU topology, traffic model, software architecture, bandwidth requirements, power envelope, package, and network roadmap. Decisions made before the architecture is fixed can have significant impact on performance, integration, and program economics.
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