{"version":"1.0.0","segments":[{"speaker":"Christopher Banuelos","startTime":4.68,"endTime":6.81,"body":"Welcome to"},{"speaker":"Christopher Banuelos","startTime":4.68,"endTime":6.81,"body":"the Marvell Essential Technology"},{"speaker":"Christopher Banuelos","startTime":6.81,"endTime":10.8,"body":"Podcast. I'm your host, Chris"},{"speaker":"Christopher Banuelos","startTime":6.81,"endTime":10.8,"body":"Banuelos. Join in on a"},{"speaker":"Christopher Banuelos","startTime":10.8,"endTime":13.8,"body":"conversation between me and Matt"},{"speaker":"Christopher Banuelos","startTime":10.8,"endTime":13.8,"body":"Bolig, Director of Product"},{"speaker":"Christopher Banuelos","startTime":13.8,"endTime":17.34,"body":"Marketing on PAM4 its importance"},{"speaker":"Christopher Banuelos","startTime":13.8,"endTime":17.34,"body":"to the cloud data infrastructure"},{"speaker":"Christopher Banuelos","startTime":17.34,"endTime":20.43,"body":"market. Here insights from"},{"speaker":"Christopher Banuelos","startTime":17.34,"endTime":20.43,"body":"Matt's experience working in"},{"speaker":"Christopher Banuelos","startTime":20.46,"endTime":23.61,"body":"optics, as well as his take on"},{"speaker":"Christopher Banuelos","startTime":20.46,"endTime":23.61,"body":"trends driving the extensive"},{"speaker":"Christopher Banuelos","startTime":23.64,"endTime":27.03,"body":"PAM4 portfolio pioneered by"},{"speaker":"Christopher Banuelos","startTime":23.64,"endTime":27.03,"body":"Inphi, which was acquired by"},{"speaker":"Christopher Banuelos","startTime":27.03,"endTime":30.96,"body":"Marvell in 2021. Matt also"},{"speaker":"Christopher Banuelos","startTime":27.03,"endTime":30.96,"body":"describes new markets PAM4 is"},{"speaker":"Christopher Banuelos","startTime":30.96,"endTime":35.25,"body":"entering such as 5G and where"},{"speaker":"Christopher Banuelos","startTime":30.96,"endTime":35.25,"body":"the technology is headed. To"},{"speaker":"Christopher Banuelos","startTime":35.25,"endTime":38.16,"body":"stay up to date on future"},{"speaker":"Christopher Banuelos","startTime":35.25,"endTime":38.16,"body":"episodes, be sure to subscribe"},{"speaker":"Christopher Banuelos","startTime":38.16,"endTime":40.47,"body":"to the Marvell Essential"},{"speaker":"Christopher Banuelos","startTime":38.16,"endTime":40.47,"body":"Technology Podcast."},{"speaker":"Christopher Banuelos","startTime":43.8,"endTime":48.12,"body":"So Matt, let's, let's start a"},{"speaker":"Christopher Banuelos","startTime":43.8,"endTime":48.12,"body":"conversation off today with what"},{"speaker":"Christopher Banuelos","startTime":48.12,"endTime":48.96,"body":"is PAM4."},{"speaker":"Matt Bolig","startTime":49.44,"endTime":54.33,"body":"So PAM4 is is"},{"speaker":"Matt Bolig","startTime":49.44,"endTime":54.33,"body":"essentially a way to get a"},{"speaker":"Matt Bolig","startTime":54.33,"endTime":59.7,"body":"deliver more data versus NRZ. So"},{"speaker":"Matt Bolig","startTime":54.33,"endTime":59.7,"body":"traditional modulation would be"},{"speaker":"Matt Bolig","startTime":59.7,"endTime":64.89,"body":"NRZ, just two levels, and four"},{"speaker":"Matt Bolig","startTime":59.7,"endTime":64.89,"body":"allows you to deliver twice as"},{"speaker":"Matt Bolig","startTime":64.89,"endTime":67.86,"body":"much information for a given"},{"speaker":"Matt Bolig","startTime":64.89,"endTime":67.86,"body":"period of time."},{"speaker":"Christopher Banuelos","startTime":68.61,"endTime":71.31,"body":"And Matt,"},{"speaker":"Christopher Banuelos","startTime":68.61,"endTime":71.31,"body":"why is PAM4 important for the"},{"speaker":"Christopher Banuelos","startTime":71.31,"endTime":73.11,"body":"cloud data infrastructure"},{"speaker":"Christopher Banuelos","startTime":71.31,"endTime":73.11,"body":"market?"},{"speaker":"Matt Bolig","startTime":73.54,"endTime":76.27,"body":"It's it's really"},{"speaker":"Matt Bolig","startTime":73.54,"endTime":76.27,"body":"kind of exciting time, right?"},{"speaker":"Matt Bolig","startTime":76.27,"endTime":79.54,"body":"Because PAM has been around for"},{"speaker":"Matt Bolig","startTime":76.27,"endTime":79.54,"body":"about five years and is  well"},{"speaker":"Matt Bolig","startTime":79.54,"endTime":83.65,"body":"established in these markets"},{"speaker":"Matt Bolig","startTime":79.54,"endTime":83.65,"body":"today. So everybody's, you know,"},{"speaker":"Matt Bolig","startTime":83.71,"endTime":87.07,"body":"every different data center"},{"speaker":"Matt Bolig","startTime":83.71,"endTime":87.07,"body":"operator is on their own kind of"},{"speaker":"Matt Bolig","startTime":87.25,"endTime":91.66,"body":"trajectory. But you can say"},{"speaker":"Matt Bolig","startTime":87.25,"endTime":91.66,"body":"right now, from the kind of, you"},{"speaker":"Matt Bolig","startTime":91.66,"endTime":94.93,"body":"know, early adopters, to the"},{"speaker":"Matt Bolig","startTime":91.66,"endTime":94.93,"body":"fast followers, all the hyper"},{"speaker":"Matt Bolig","startTime":94.93,"endTime":100.51,"body":"scalars in the world use PAM4"},{"speaker":"Matt Bolig","startTime":94.93,"endTime":100.51,"body":"today. Now, as we look ahead a"},{"speaker":"Matt Bolig","startTime":100.51,"endTime":103.24,"body":"little bit is, is that that, you"},{"speaker":"Matt Bolig","startTime":100.51,"endTime":103.24,"body":"know, we've got these"},{"speaker":"Matt Bolig","startTime":103.24,"endTime":106.69,"body":"established kind of areas for"},{"speaker":"Matt Bolig","startTime":103.24,"endTime":106.69,"body":"PAM4, but now we've got these"},{"speaker":"Matt Bolig","startTime":106.69,"endTime":110.5,"body":"new growth opportunities that"},{"speaker":"Matt Bolig","startTime":106.69,"endTime":110.5,"body":"are emerging. So you know, kind"},{"speaker":"Matt Bolig","startTime":110.5,"endTime":112.87,"body":"of I look at this in two"},{"speaker":"Matt Bolig","startTime":110.5,"endTime":112.87,"body":"different ways. From a"},{"speaker":"Matt Bolig","startTime":112.87,"endTime":118.36,"body":"connectivity perspective, you"},{"speaker":"Matt Bolig","startTime":112.87,"endTime":118.36,"body":"have like, established networks"},{"speaker":"Matt Bolig","startTime":118.36,"endTime":123.31,"body":"today that have PAM4 in the top"},{"speaker":"Matt Bolig","startTime":118.36,"endTime":123.31,"body":"of rack going up into the"},{"speaker":"Matt Bolig","startTime":123.31,"endTime":128.11,"body":"fabric. And what's happening now"},{"speaker":"Matt Bolig","startTime":123.31,"endTime":128.11,"body":"is, is we have people now"},{"speaker":"Matt Bolig","startTime":128.11,"endTime":132.04,"body":"starting to establish PAM4"},{"speaker":"Matt Bolig","startTime":128.11,"endTime":132.04,"body":"connecting down from the top of"},{"speaker":"Matt Bolig","startTime":132.04,"endTime":137.38,"body":"rack to the neck. So this is a"},{"speaker":"Matt Bolig","startTime":132.04,"endTime":137.38,"body":"huge growth factor for opening"},{"speaker":"Matt Bolig","startTime":137.38,"endTime":140.92,"body":"up that part of the network for"},{"speaker":"Matt Bolig","startTime":137.38,"endTime":140.92,"body":"PAM4. The other thing kind of on"},{"speaker":"Matt Bolig","startTime":140.92,"endTime":145.48,"body":"a connectivity side is we we up"},{"speaker":"Matt Bolig","startTime":140.92,"endTime":145.48,"body":"until this point, we've been"},{"speaker":"Matt Bolig","startTime":145.48,"endTime":149.68,"body":"looking at PAM4, as is an"},{"speaker":"Matt Bolig","startTime":145.48,"endTime":149.68,"body":"Ethernet protocol. And now we've"},{"speaker":"Matt Bolig","startTime":149.68,"endTime":153.31,"body":"got these other protocols that"},{"speaker":"Matt Bolig","startTime":149.68,"endTime":153.31,"body":"are opening up PCI Express and"},{"speaker":"Matt Bolig","startTime":153.31,"endTime":157.36,"body":"Fibre Channel that are also"},{"speaker":"Matt Bolig","startTime":153.31,"endTime":157.36,"body":"adopting PAM4 with their new"},{"speaker":"Matt Bolig","startTime":157.36,"endTime":160.45,"body":"generations. And so that's on"},{"speaker":"Matt Bolig","startTime":157.36,"endTime":160.45,"body":"the connectivity side, looking"},{"speaker":"Matt Bolig","startTime":160.45,"endTime":163.99,"body":"at applications, right we've got"},{"speaker":"Matt Bolig","startTime":160.45,"endTime":163.99,"body":"we've got all these established"},{"speaker":"Matt Bolig","startTime":163.99,"endTime":166.96,"body":"applications where you've got"},{"speaker":"Matt Bolig","startTime":163.99,"endTime":166.96,"body":"you know, all the social"},{"speaker":"Matt Bolig","startTime":166.96,"endTime":170.83,"body":"networks run on PAM4 today. And"},{"speaker":"Matt Bolig","startTime":166.96,"endTime":170.83,"body":"then you've got the then you've"},{"speaker":"Matt Bolig","startTime":170.83,"endTime":175.66,"body":"got the sort of infrastructure"},{"speaker":"Matt Bolig","startTime":170.83,"endTime":175.66,"body":"software as a service. These is"},{"speaker":"Matt Bolig","startTime":175.66,"endTime":179.56,"body":"all this is all established PAM4"},{"speaker":"Matt Bolig","startTime":175.66,"endTime":179.56,"body":"networks. But then you've got"},{"speaker":"Matt Bolig","startTime":179.56,"endTime":182.47,"body":"this new, you know, really"},{"speaker":"Matt Bolig","startTime":179.56,"endTime":182.47,"body":"tremendous growth factor would"},{"speaker":"Matt Bolig","startTime":182.5,"endTime":187.6,"body":"with with AI and ML, and I was"},{"speaker":"Matt Bolig","startTime":182.5,"endTime":187.6,"body":"just looking at this statistic,"},{"speaker":"Matt Bolig","startTime":187.63,"endTime":191.08,"body":"this marketing firm, they said"},{"speaker":"Matt Bolig","startTime":187.63,"endTime":191.08,"body":"that in this year, you've got"},{"speaker":"Matt Bolig","startTime":191.23,"endTime":195.76,"body":"they're expecting AI to be like"},{"speaker":"Matt Bolig","startTime":191.23,"endTime":195.76,"body":"a $50 billion business going to"},{"speaker":"Matt Bolig","startTime":195.85,"endTime":202.99,"body":"125 billion in 2025. So really a"},{"speaker":"Matt Bolig","startTime":195.85,"endTime":202.99,"body":"tremendous story here for AI."},{"speaker":"Matt Bolig","startTime":203.08,"endTime":207.49,"body":"And from a networking"},{"speaker":"Matt Bolig","startTime":203.08,"endTime":207.49,"body":"perspective, what we see this"},{"speaker":"Matt Bolig","startTime":207.52,"endTime":213.49,"body":"kind of sort of a first for"},{"speaker":"Matt Bolig","startTime":207.52,"endTime":213.49,"body":"first kind of instance of a"},{"speaker":"Matt Bolig","startTime":213.49,"endTime":217.75,"body":"place where because these"},{"speaker":"Matt Bolig","startTime":213.49,"endTime":217.75,"body":"inference machines and training"},{"speaker":"Matt Bolig","startTime":217.75,"endTime":222.82,"body":"machines require so much data,"},{"speaker":"Matt Bolig","startTime":217.75,"endTime":222.82,"body":"that that the there's now I"},{"speaker":"Matt Bolig","startTime":222.82,"endTime":226.6,"body":"think a view on the network"},{"speaker":"Matt Bolig","startTime":222.82,"endTime":226.6,"body":"operator side, that the"},{"speaker":"Matt Bolig","startTime":226.6,"endTime":230.56,"body":"networking is a critical piece"},{"speaker":"Matt Bolig","startTime":226.6,"endTime":230.56,"body":"to dilute to growing their"},{"speaker":"Matt Bolig","startTime":230.56,"endTime":237.1,"body":"revenue. So we see even stronger"},{"speaker":"Matt Bolig","startTime":230.56,"endTime":237.1,"body":"pushes for increased increased"},{"speaker":"Matt Bolig","startTime":237.1,"endTime":241.75,"body":"bandwidth in these AI and ML"},{"speaker":"Matt Bolig","startTime":237.1,"endTime":241.75,"body":"applications, even versus our"},{"speaker":"Matt Bolig","startTime":241.75,"endTime":243.58,"body":"more traditional applications"},{"speaker":"Christopher Banuelos","startTime":244.06,"endTime":248.83,"body":"Inphi"},{"speaker":"Christopher Banuelos","startTime":244.06,"endTime":248.83,"body":"pioneered PAM4. And that has put"},{"speaker":"Christopher Banuelos","startTime":248.83,"endTime":251.98,"body":"the technology in the spotlight"},{"speaker":"Christopher Banuelos","startTime":248.83,"endTime":251.98,"body":"as a key enabler for optical"},{"speaker":"Christopher Banuelos","startTime":251.98,"endTime":254.23,"body":"connectivity. How did that come"},{"speaker":"Christopher Banuelos","startTime":251.98,"endTime":254.23,"body":"to be?"},{"speaker":"Matt Bolig","startTime":254.69,"endTime":257.51,"body":"Yeah, sure. And I"},{"speaker":"Matt Bolig","startTime":254.69,"endTime":257.51,"body":"think it's it's really kind of"},{"speaker":"Matt Bolig","startTime":257.51,"endTime":264.02,"body":"the you know, there was a little"},{"speaker":"Matt Bolig","startTime":257.51,"endTime":264.02,"body":"bit of magic at Inphi where the"},{"speaker":"Matt Bolig","startTime":264.05,"endTime":270.35,"body":"the there the team there at the"},{"speaker":"Matt Bolig","startTime":264.05,"endTime":270.35,"body":"time really kind of had the"},{"speaker":"Matt Bolig","startTime":270.35,"endTime":275.12,"body":"vision to understand that PAM4"},{"speaker":"Matt Bolig","startTime":270.35,"endTime":275.12,"body":"was the right answer. I think"},{"speaker":"Matt Bolig","startTime":275.15,"endTime":280.34,"body":"many people have forgotten that"},{"speaker":"Matt Bolig","startTime":275.15,"endTime":280.34,"body":"that if you go back to the to"},{"speaker":"Matt Bolig","startTime":280.37,"endTime":283.85,"body":"2013 timeframe, there was there"},{"speaker":"Matt Bolig","startTime":280.37,"endTime":283.85,"body":"was actually quite a few"},{"speaker":"Matt Bolig","startTime":283.85,"endTime":289.52,"body":"different modulation protocols"},{"speaker":"Matt Bolig","startTime":283.85,"endTime":289.52,"body":"under consideration by IEEE in"},{"speaker":"Matt Bolig","startTime":289.52,"endTime":292.79,"body":"some sort of substantial"},{"speaker":"Matt Bolig","startTime":289.52,"endTime":292.79,"body":"companies, a very large network"},{"speaker":"Matt Bolig","startTime":293.21,"endTime":297.14,"body":"enterprise networking company"},{"speaker":"Matt Bolig","startTime":293.21,"endTime":297.14,"body":"was not a supporter of PAM4for"},{"speaker":"Matt Bolig","startTime":297.17,"endTime":300.8,"body":"so there was a lot of reason to"},{"speaker":"Matt Bolig","startTime":297.17,"endTime":300.8,"body":"think that PAM4 wouldn't win."},{"speaker":"Matt Bolig","startTime":300.89,"endTime":304.76,"body":"However, the kind of technical"},{"speaker":"Matt Bolig","startTime":300.89,"endTime":304.76,"body":"experts and the executive"},{"speaker":"Matt Bolig","startTime":304.76,"endTime":309.53,"body":"leadership at Inphi believed in"},{"speaker":"Matt Bolig","startTime":304.76,"endTime":309.53,"body":"the PAM4 solution and invested"},{"speaker":"Matt Bolig","startTime":309.53,"endTime":314.48,"body":"in it heavily early on. And so"},{"speaker":"Matt Bolig","startTime":309.53,"endTime":314.48,"body":"what that allowed them to do is"},{"speaker":"Matt Bolig","startTime":314.48,"endTime":320.36,"body":"deliver a product called Polaris"},{"speaker":"Matt Bolig","startTime":314.48,"endTime":320.36,"body":"50 gigabits per second PAM4 DSP,"},{"speaker":"Matt Bolig","startTime":320.63,"endTime":324.17,"body":"very early ahead of the"},{"speaker":"Matt Bolig","startTime":320.63,"endTime":324.17,"body":"competitive competitors. And"},{"speaker":"Matt Bolig","startTime":324.17,"endTime":329.6,"body":"then partnering with the sort of"},{"speaker":"Matt Bolig","startTime":324.17,"endTime":329.6,"body":"early adopter data center"},{"speaker":"Matt Bolig","startTime":329.6,"endTime":335.09,"body":"operators, then we really drove"},{"speaker":"Matt Bolig","startTime":329.6,"endTime":335.09,"body":"the PAM4 adoption into into"},{"speaker":"Matt Bolig","startTime":335.09,"endTime":338.18,"body":"hyperscale. So that initially,"},{"speaker":"Matt Bolig","startTime":335.09,"endTime":338.18,"body":"so we're probably looking about"},{"speaker":"Matt Bolig","startTime":338.18,"endTime":341.66,"body":"five years ago right now. And"},{"speaker":"Matt Bolig","startTime":338.18,"endTime":341.66,"body":"then this was right there. So"},{"speaker":"Matt Bolig","startTime":341.66,"endTime":347.36,"body":"this players fit that point"},{"speaker":"Matt Bolig","startTime":341.66,"endTime":347.36,"body":"became the first DSP to be or"},{"speaker":"Matt Bolig","startTime":347.36,"endTime":351.17,"body":"five level solution of any type"},{"speaker":"Matt Bolig","startTime":347.36,"endTime":351.17,"body":"PAM4 them to be deployed at"},{"speaker":"Matt Bolig","startTime":351.17,"endTime":355.55,"body":"scale. And at this point, no,"},{"speaker":"Matt Bolig","startTime":351.17,"endTime":355.55,"body":"Polaris has shipped millions and"},{"speaker":"Matt Bolig","startTime":355.55,"endTime":358.82,"body":"millions of units. And we can"},{"speaker":"Matt Bolig","startTime":355.55,"endTime":358.82,"body":"continue to ship today. And so"},{"speaker":"Matt Bolig","startTime":358.82,"endTime":362.45,"body":"that the ball kind of kept"},{"speaker":"Matt Bolig","startTime":358.82,"endTime":362.45,"body":"rolling there we had Polaris, we"},{"speaker":"Matt Bolig","startTime":362.45,"endTime":365.09,"body":"delivered to the market. And"},{"speaker":"Matt Bolig","startTime":362.45,"endTime":365.09,"body":"very quickly after that, we"},{"speaker":"Matt Bolig","startTime":365.09,"endTime":368.96,"body":"delivered a 400 gig product. So"},{"speaker":"Matt Bolig","startTime":365.09,"endTime":368.96,"body":"the 100 gigabit per second"},{"speaker":"Matt Bolig","startTime":368.96,"endTime":373.16,"body":"prima, so I think that's the"},{"speaker":"Matt Bolig","startTime":368.96,"endTime":373.16,"body":"established that's the sort of"},{"speaker":"Matt Bolig","startTime":373.97,"endTime":376.85,"body":"establish the basis for the"},{"speaker":"Matt Bolig","startTime":373.97,"endTime":376.85,"body":"invite business."},{"speaker":"Christopher Banuelos","startTime":377.32,"endTime":379.81,"body":"Marvell"},{"speaker":"Christopher Banuelos","startTime":377.32,"endTime":379.81,"body":"has a really broad portfolio of"},{"speaker":"Christopher Banuelos","startTime":379.84,"endTime":383.02,"body":"and five PAM4 DSPs and"},{"speaker":"Christopher Banuelos","startTime":379.84,"endTime":383.02,"body":"technologies. Could you"},{"speaker":"Christopher Banuelos","startTime":383.02,"endTime":385.51,"body":"highlight some of the offerings"},{"speaker":"Christopher Banuelos","startTime":383.02,"endTime":385.51,"body":"and how they're being developed"},{"speaker":"Christopher Banuelos","startTime":385.51,"endTime":387.1,"body":"by Cloud customers today?"},{"speaker":"Matt Bolig","startTime":387.51,"endTime":391.02,"body":"Absolutely, Chris."},{"speaker":"Matt Bolig","startTime":387.51,"endTime":391.02,"body":"And today, I'll be talking about"},{"speaker":"Matt Bolig","startTime":391.02,"endTime":395.61,"body":"the optical DSP business, the"},{"speaker":"Matt Bolig","startTime":391.02,"endTime":395.61,"body":"copper business would be for a"},{"speaker":"Matt Bolig","startTime":395.61,"endTime":400.8,"body":"later podcast. So right now, one"},{"speaker":"Matt Bolig","startTime":395.61,"endTime":400.8,"body":"thing to understand is over all"},{"speaker":"Matt Bolig","startTime":400.8,"endTime":405.09,"body":"our products. continuous"},{"speaker":"Matt Bolig","startTime":400.8,"endTime":405.09,"body":"innovation is the key tenant"},{"speaker":"Matt Bolig","startTime":405.09,"endTime":409.53,"body":"that drives the whole machine."},{"speaker":"Matt Bolig","startTime":405.09,"endTime":409.53,"body":"Now there's two parts to this"},{"speaker":"Matt Bolig","startTime":409.59,"endTime":414.96,"body":"one is first, the fastest, this"},{"speaker":"Matt Bolig","startTime":409.59,"endTime":414.96,"body":"is absolutely key to delivering"},{"speaker":"Matt Bolig","startTime":414.96,"endTime":420.48,"body":"for our early adopter customers"},{"speaker":"Matt Bolig","startTime":414.96,"endTime":420.48,"body":"who absolutely need this"},{"speaker":"Matt Bolig","startTime":420.48,"endTime":424.44,"body":"connectivity to drive their"},{"speaker":"Matt Bolig","startTime":420.48,"endTime":424.44,"body":"applications. Now, this is what"},{"speaker":"Matt Bolig","startTime":424.44,"endTime":427.38,"body":"I'm talking about. First, the"},{"speaker":"Matt Bolig","startTime":424.44,"endTime":427.38,"body":"fastest, this is the guys that"},{"speaker":"Matt Bolig","startTime":427.38,"endTime":435.06,"body":"are the AI Ml. So and then then"},{"speaker":"Matt Bolig","startTime":427.38,"endTime":435.06,"body":"driving the core networks behind"},{"speaker":"Matt Bolig","startTime":435.06,"endTime":440.43,"body":"that. So this is the Spica"},{"speaker":"Matt Bolig","startTime":435.06,"endTime":440.43,"body":"product family that we just"},{"speaker":"Matt Bolig","startTime":440.46,"endTime":444.75,"body":"released to production a couple"},{"speaker":"Matt Bolig","startTime":440.46,"endTime":444.75,"body":"of months ago, our 800 Gig re"},{"speaker":"Matt Bolig","startTime":444.75,"endTime":450.15,"body":"timers, right then and then this"},{"speaker":"Matt Bolig","startTime":444.75,"endTime":450.15,"body":"is ramping This is a global ramp"},{"speaker":"Matt Bolig","startTime":450.15,"endTime":454.08,"body":"right now you look at US and"},{"speaker":"Matt Bolig","startTime":450.15,"endTime":454.08,"body":"international data centers,"},{"speaker":"Matt Bolig","startTime":454.11,"endTime":457.74,"body":"everybody's pushing this this"},{"speaker":"Matt Bolig","startTime":454.11,"endTime":457.74,"body":"product out. And again, you"},{"speaker":"Matt Bolig","startTime":457.74,"endTime":460.62,"body":"know, we've got traditional"},{"speaker":"Matt Bolig","startTime":457.74,"endTime":460.62,"body":"networking in AI driving this,"},{"speaker":"Matt Bolig","startTime":460.65,"endTime":465.63,"body":"it's also our our Porima Gen"},{"speaker":"Matt Bolig","startTime":460.65,"endTime":465.63,"body":"four product where we had gone"},{"speaker":"Matt Bolig","startTime":465.63,"endTime":469.86,"body":"and reduced power in the 400 Gig"},{"speaker":"Matt Bolig","startTime":465.63,"endTime":469.86,"body":"gearbox. This is another strong"},{"speaker":"Matt Bolig","startTime":469.86,"endTime":475.8,"body":"market driver for us across the"},{"speaker":"Matt Bolig","startTime":469.86,"endTime":475.8,"body":"in the core networks. Now, in in"},{"speaker":"Matt Bolig","startTime":475.8,"endTime":480.51,"body":"for the later emerging PAM4"},{"speaker":"Matt Bolig","startTime":475.8,"endTime":480.51,"body":"networks, we do we have a"},{"speaker":"Matt Bolig","startTime":480.51,"endTime":484.62,"body":"different we are continuing to"},{"speaker":"Matt Bolig","startTime":480.51,"endTime":484.62,"body":"innovate for for these guys as"},{"speaker":"Matt Bolig","startTime":484.62,"endTime":489.27,"body":"well. And a product that I like"},{"speaker":"Matt Bolig","startTime":484.62,"endTime":489.27,"body":"to talk about there is Atlas. So"},{"speaker":"Matt Bolig","startTime":489.27,"endTime":495.48,"body":"this is a product that we"},{"speaker":"Matt Bolig","startTime":489.27,"endTime":495.48,"body":"introduced last year. It's for"},{"speaker":"Matt Bolig","startTime":495.51,"endTime":499.89,"body":"late later market adopters. And"},{"speaker":"Matt Bolig","startTime":495.51,"endTime":499.89,"body":"we see this going in pretty much"},{"speaker":"Matt Bolig","startTime":499.92,"endTime":505.14,"body":"everywhere with multimode and"},{"speaker":"Matt Bolig","startTime":499.92,"endTime":505.14,"body":"singlemode applications. And we"},{"speaker":"Matt Bolig","startTime":505.14,"endTime":509.25,"body":"see this even now starting to"},{"speaker":"Matt Bolig","startTime":505.14,"endTime":509.25,"body":"have the first sort of optical"},{"speaker":"Matt Bolig","startTime":509.25,"endTime":513.57,"body":"connectivity to the machine"},{"speaker":"Matt Bolig","startTime":509.25,"endTime":513.57,"body":"here. So a lot of poll in the"},{"speaker":"Matt Bolig","startTime":513.57,"endTime":515.4,"body":"market for this atlas product,"},{"speaker":"Christopher Banuelos","startTime":515.67,"endTime":519.18,"body":"What new"},{"speaker":"Christopher Banuelos","startTime":515.67,"endTime":519.18,"body":"markets is PAM4 entering, and"},{"speaker":"Christopher Banuelos","startTime":519.21,"endTime":520.44,"body":"what can I help enable?"},{"speaker":"Matt Bolig","startTime":520.86,"endTime":525.9,"body":"Well, you know, PAM4"},{"speaker":"Matt Bolig","startTime":520.86,"endTime":525.9,"body":"that, by its nature enables more"},{"speaker":"Matt Bolig","startTime":525.93,"endTime":529.86,"body":"data flow. So really, this is"},{"speaker":"Matt Bolig","startTime":525.93,"endTime":529.86,"body":"we're starting to see this push"},{"speaker":"Matt Bolig","startTime":529.86,"endTime":534.63,"body":"across all different parts of"},{"speaker":"Matt Bolig","startTime":529.86,"endTime":534.63,"body":"networks now. Now one thing that"},{"speaker":"Matt Bolig","startTime":534.63,"endTime":540.48,"body":"I alluded to earlier is PCI, so"},{"speaker":"Matt Bolig","startTime":534.63,"endTime":540.48,"body":"now we've got PCI Gen six and"},{"speaker":"Matt Bolig","startTime":540.48,"endTime":545.67,"body":"enable 64G transfers per second."},{"speaker":"Matt Bolig","startTime":540.48,"endTime":545.67,"body":"And so you've got PAM4 right"},{"speaker":"Matt Bolig","startTime":545.67,"endTime":551.58,"body":"inside the server. Now that is a"},{"speaker":"Matt Bolig","startTime":545.67,"endTime":551.58,"body":"next gen storage. We've got, you"},{"speaker":"Matt Bolig","startTime":551.58,"endTime":555.27,"body":"know, the PAM4 is now going into"},{"speaker":"Matt Bolig","startTime":551.58,"endTime":555.27,"body":"its second generation and"},{"speaker":"Matt Bolig","startTime":555.27,"endTime":559.56,"body":"storage with 64 Gig Fibre"},{"speaker":"Matt Bolig","startTime":555.27,"endTime":559.56,"body":"Channel being deployed today."},{"speaker":"Matt Bolig","startTime":559.77,"endTime":563.85,"body":"And T11. Now looking at 128 Gig"},{"speaker":"Matt Bolig","startTime":559.77,"endTime":563.85,"body":"Fibre Channel and process of"},{"speaker":"Matt Bolig","startTime":563.85,"endTime":568.2,"body":"doing that definition, and then"},{"speaker":"Matt Bolig","startTime":563.85,"endTime":568.2,"body":"of course in 5G, so we've"},{"speaker":"Matt Bolig","startTime":568.2,"endTime":574.11,"body":"actually been shipping into the"},{"speaker":"Matt Bolig","startTime":568.2,"endTime":574.11,"body":"5G network it since 2019. So a"},{"speaker":"Matt Bolig","startTime":574.11,"endTime":577.38,"body":"version of our Polaris products"},{"speaker":"Matt Bolig","startTime":574.11,"endTime":577.38,"body":"is shipped in there. And and"},{"speaker":"Matt Bolig","startTime":577.38,"endTime":581.31,"body":"that's been going into the mid"},{"speaker":"Matt Bolig","startTime":577.38,"endTime":581.31,"body":"Hall and backhaul markets. So"},{"speaker":"Matt Bolig","startTime":581.55,"endTime":588.36,"body":"now what we see now is that that"},{"speaker":"Matt Bolig","startTime":581.55,"endTime":588.36,"body":"50G fronthaul is becoming a"},{"speaker":"Matt Bolig","startTime":588.36,"endTime":592.74,"body":"place of interest. And we expect"},{"speaker":"Matt Bolig","startTime":588.36,"endTime":592.74,"body":"field trials to start later this"},{"speaker":"Matt Bolig","startTime":592.74,"endTime":597.06,"body":"year for 50G fronthaul. So Pam,"},{"speaker":"Matt Bolig","startTime":592.74,"endTime":597.06,"body":"kind of now propagating"},{"speaker":"Matt Bolig","startTime":597.06,"endTime":599.97,"body":"everywhere throughout the 5g"},{"speaker":"Matt Bolig","startTime":597.06,"endTime":599.97,"body":"Network."},{"speaker":"Christopher Banuelos","startTime":600.18,"endTime":602.52,"body":"Matt, one"},{"speaker":"Christopher Banuelos","startTime":600.18,"endTime":602.52,"body":"of my last questions is what is"},{"speaker":"Christopher Banuelos","startTime":602.52,"endTime":605.61,"body":"Marvel's vision for PAM four?"},{"speaker":"Christopher Banuelos","startTime":602.52,"endTime":605.61,"body":"And where do you see the"},{"speaker":"Christopher Banuelos","startTime":605.61,"endTime":606.57,"body":"technology heading?"},{"speaker":"Matt Bolig","startTime":606.75,"endTime":610.604,"body":"Well, there's a few"},{"speaker":"Matt Bolig","startTime":606.75,"endTime":610.604,"body":"constants and networking in and"},{"speaker":"Matt Bolig","startTime":610.679,"endTime":614.987,"body":"that's you always want to go"},{"speaker":"Matt Bolig","startTime":610.679,"endTime":614.987,"body":"faster and always want lower"},{"speaker":"Matt Bolig","startTime":615.062,"endTime":619.975,"body":"power and lower cost per bit. So"},{"speaker":"Matt Bolig","startTime":615.062,"endTime":619.975,"body":"that that'll that will change is"},{"speaker":"Matt Bolig","startTime":620.05,"endTime":624.811,"body":"as we look ahead. So you know,"},{"speaker":"Matt Bolig","startTime":620.05,"endTime":624.811,"body":"right now the IEEE is discussing"},{"speaker":"Matt Bolig","startTime":624.887,"endTime":629.497,"body":"200 gigabit per second, right,"},{"speaker":"Matt Bolig","startTime":624.887,"endTime":629.497,"body":"so that that's going to happen"},{"speaker":"Matt Bolig","startTime":629.572,"endTime":633.729,"body":"for us what what we look"},{"speaker":"Matt Bolig","startTime":629.572,"endTime":633.729,"body":"towards, you know, in addition"},{"speaker":"Matt Bolig","startTime":633.805,"endTime":638.037,"body":"to the sort of fundamental parts"},{"speaker":"Matt Bolig","startTime":633.805,"endTime":638.037,"body":"of advancing networking"},{"speaker":"Matt Bolig","startTime":638.112,"endTime":642.571,"body":"technology, is how we can go and"},{"speaker":"Matt Bolig","startTime":638.112,"endTime":642.571,"body":"partner with, with our end"},{"speaker":"Matt Bolig","startTime":642.647,"endTime":646.954,"body":"users, and with the module"},{"speaker":"Matt Bolig","startTime":642.647,"endTime":646.954,"body":"development companies to go in"},{"speaker":"Matt Bolig","startTime":647.03,"endTime":651.564,"body":"and add value to the products on"},{"speaker":"Matt Bolig","startTime":647.03,"endTime":651.564,"body":"our roadmap. And, you know,"},{"speaker":"Matt Bolig","startTime":651.64,"endTime":656.098,"body":"there's a couple of sort of"},{"speaker":"Matt Bolig","startTime":651.64,"endTime":656.098,"body":"historical things I'll point to"},{"speaker":"Matt Bolig","startTime":656.174,"endTime":660.935,"body":"here. In in one of them is bear"},{"speaker":"Matt Bolig","startTime":656.174,"endTime":660.935,"body":"dies, we were an innovator of a"},{"speaker":"Matt Bolig","startTime":661.011,"endTime":665.696,"body":"bear die. And what that means"},{"speaker":"Matt Bolig","startTime":661.011,"endTime":665.696,"body":"really, just like it sounds, is,"},{"speaker":"Matt Bolig","startTime":665.772,"endTime":670.608,"body":"is eliminating the package. When"},{"speaker":"Matt Bolig","startTime":665.772,"endTime":670.608,"body":"we eliminate the package, we do"},{"speaker":"Matt Bolig","startTime":670.684,"endTime":675.143,"body":"a couple of different things,"},{"speaker":"Matt Bolig","startTime":670.684,"endTime":675.143,"body":"there's a couple of benefits,"},{"speaker":"Matt Bolig","startTime":675.218,"endTime":679.828,"body":"strong benefits here. The first"},{"speaker":"Matt Bolig","startTime":675.218,"endTime":679.828,"body":"is, you know, is supply chain"},{"speaker":"Matt Bolig","startTime":679.904,"endTime":683.985,"body":"agility. Now, what that means"},{"speaker":"Matt Bolig","startTime":679.904,"endTime":683.985,"body":"is, if I don't have to a"},{"speaker":"Matt Bolig","startTime":684.06,"endTime":688.821,"body":"constraint for for a package, I"},{"speaker":"Matt Bolig","startTime":684.06,"endTime":688.821,"body":"can deliver more products to my"},{"speaker":"Matt Bolig","startTime":688.897,"endTime":693.507,"body":"customer more easily, especially"},{"speaker":"Matt Bolig","startTime":688.897,"endTime":693.507,"body":"on forecast and products. So"},{"speaker":"Matt Bolig","startTime":693.582,"endTime":698.192,"body":"this is this is, of course, a"},{"speaker":"Matt Bolig","startTime":693.582,"endTime":698.192,"body":"huge issue. And this, you know,"},{"speaker":"Matt Bolig","startTime":698.268,"endTime":702.273,"body":"2022, or supply chain"},{"speaker":"Matt Bolig","startTime":698.268,"endTime":702.273,"body":"constraints are everywhere. And"},{"speaker":"Matt Bolig","startTime":702.349,"endTime":706.883,"body":"of course, there's some cost"},{"speaker":"Matt Bolig","startTime":702.349,"endTime":706.883,"body":"savings as well, when you don't"},{"speaker":"Matt Bolig","startTime":706.959,"endTime":711.266,"body":"have the package and the"},{"speaker":"Matt Bolig","startTime":706.959,"endTime":711.266,"body":"assembly charges associated with"},{"speaker":"Matt Bolig","startTime":711.342,"endTime":715.952,"body":"it. So we were first to market"},{"speaker":"Matt Bolig","startTime":711.342,"endTime":715.952,"body":"with the bare die DSP with our"},{"speaker":"Matt Bolig","startTime":716.028,"endTime":720.335,"body":"with our Atlas product, you"},{"speaker":"Matt Bolig","startTime":716.028,"endTime":720.335,"body":"know, and then then the other"},{"speaker":"Matt Bolig","startTime":720.411,"endTime":725.247,"body":"part of thing that Atlas did is"},{"speaker":"Matt Bolig","startTime":720.411,"endTime":725.247,"body":"is we, we went in, we integrated"},{"speaker":"Matt Bolig","startTime":725.323,"endTime":730.008,"body":"the TIA phase, and we integrated"},{"speaker":"Matt Bolig","startTime":725.323,"endTime":730.008,"body":"some high current drivers. So"},{"speaker":"Matt Bolig","startTime":730.084,"endTime":734.543,"body":"again, innovating to go deliver"},{"speaker":"Matt Bolig","startTime":730.084,"endTime":734.543,"body":"more value to our customers"},{"speaker":"Matt Bolig","startTime":734.618,"endTime":739.38,"body":"beyond those kind of, you know,"},{"speaker":"Matt Bolig","startTime":734.618,"endTime":739.38,"body":"faster lower power, lower cost,"},{"speaker":"Christopher Banuelos","startTime":739.38,"endTime":740.981,"body":"Matt, hey,"},{"speaker":"Christopher Banuelos","startTime":739.38,"endTime":740.981,"body":"thanks for joining today. I"},{"speaker":"Christopher Banuelos","startTime":741.023,"endTime":743.51,"body":"thought this was great. I'm"},{"speaker":"Christopher Banuelos","startTime":741.023,"endTime":743.51,"body":"looking forward to doing a part"},{"speaker":"Christopher Banuelos","startTime":743.552,"endTime":744.69,"body":"two with you in the future."},{"speaker":"Matt Bolig","startTime":744.69,"endTime":746.715,"body":"Super Chris. I"},{"speaker":"Matt Bolig","startTime":744.69,"endTime":746.715,"body":"really enjoyed it as well."},{"speaker":"Matt Bolig","startTime":746.765,"endTime":749.73,"body":"Looking forward to getting back"},{"speaker":"Matt Bolig","startTime":746.765,"endTime":749.73,"body":"and talking again real soon."},{"speaker":"Christopher Banuelos","startTime":751.86,"endTime":753.666,"body":"Thank you"},{"speaker":"Christopher Banuelos","startTime":751.86,"endTime":753.666,"body":"for listening to the Marvell"},{"speaker":"Christopher Banuelos","startTime":753.714,"endTime":756.566,"body":"Essential Technology Podcast. As"},{"speaker":"Christopher Banuelos","startTime":753.714,"endTime":756.566,"body":"always, please feel free to"},{"speaker":"Christopher Banuelos","startTime":756.614,"endTime":759.99,"body":"visit our website to learn more,"},{"speaker":"Christopher Banuelos","startTime":756.614,"endTime":759.99,"body":"and we'll see you on the next episode."}]}