AI Networking

Marvell Technology just projected fiscal 2028 revenue near $15 billion, blowing past Wall Street estimates on the back of explosive AI data center demand. For network engineers, this isn’t just a stock market story — Marvell silicon sits inside the switches, optics, and DPUs you configure every day. Understanding what’s driving this growth tells you exactly where data center networking is headed. Key Takeaway: AI workloads are fundamentally reshaping data center network architecture, and the silicon providers like Marvell building custom ASICs, 800G/1.6T optics, and DPUs are the clearest signal of where your career should be pointing. ...

Broadcom’s AI chip business is on track to surpass $100 billion in annual revenue by 2027, according to CEO Hock Tan’s March 2026 earnings call. For network engineers, this isn’t just a semiconductor headline — it’s a signal that demand for high-speed data center fabric expertise is about to explode. Every dollar spent on AI silicon requires corresponding investment in 800G switching, lossless Ethernet fabrics, and EVPN-VXLAN overlays to connect those chips. ...

Cisco just booked $2.1 billion in AI infrastructure orders from hyperscalers in a single quarter — up from $1.3 billion the quarter before. Their networking product orders surged over 20% year-over-year. If you hold a CCIE Enterprise Infrastructure or you’re studying for one, your skills just became significantly more valuable. The “networking is boring” era is officially dead. Key Takeaway: AI workloads are driving the biggest networking investment cycle in a decade, and the protocols tested on the CCIE EI lab — BGP, VXLAN/EVPN, SD-WAN, QoS — are exactly what hyperscalers and enterprises need to build AI-ready infrastructure. ...