Broadcom’s Ram Velaga Says AI Is Reversing the Cloud Shift
00:00:00 - Introduction 00:00:22 - Welcome to VMware Explore 2026 00:01:12 - Challenges in Frontier AI 00:02:20 - Shifts in ...
Senior VP & GM of Core Switching Group, Broadcom
Search every verified Ram Velaga interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Ram Velaga, Senior Vice President and General Manager of the Core Switching Group at Broadcom, has been a prominent voice in discussions about AI infrastructure and networking in 2025 and early 2026. He has emphasized the role of Ethernet as the technology of choice for connecting large-scale AI clusters, arguing that it provides a clean interface between the network layer and XPUs (accelerators) and allows hyperscalers to innovate at their own pace without being constrained by proprietary full-stack specifications. Velaga introduced Broadcom's Tomahawk 6, a 102.4 Tbps switch, stating it can reduce the number of network tiers needed for clusters of over 100,000 GPUs from three to two, thereby cutting power and optics costs. He also discussed the Telco Cloud Platform 9, which runs virtual machines and containers on a single platform, and cited a case where a telco reduced its physical hosts from 5,000 to 1,700, achieving over $500 million in savings over five years. Velaga has described AI as a distributed computing problem where the network is critical to preventing XPUs from sitting idle 20 to 50% of the time. He has advocated for open ecosystems and standards, stating that no single company can own all components needed for large-scale data centers. Velaga also highlighted the growing importance of sovereign AI, arguing that private cloud models allow organizations to control their data and destiny by post-training large language models on their own information rather than relying on hyperscalers. He noted that over the next five years, approximately 124 gigawatts of additional capacity is expected to come online to support compute needs, translating to over 70 million additional XPUs.
00:00:00 - Introduction 00:00:22 - Welcome to VMware Explore 2026 00:01:12 - Challenges in Frontier AI 00:02:20 - Shifts in ...
Ram Velaga, president of the Infrastructure Software Group at Broadcom, tells Guy Daniels about the growing importance of sovereign AI and why private cloud is becoming the preferred infrastructure model for telcos. He introduces Broadcom’s new Telco Cloud Platform 9, which runs virtual machines and containers on a single platform, and addresses deployment challenges such as power, rackspace, and silicon supply. Velaga also shares how Broadcom’s solutions helped a telco to reduce physical infrastructure and costs while increasing capacity and efficiency. Recorded February 2026 #telecomtv #b…
theCUBE's John Furrier moderates this AI industry panel as experts break down the groundbreaking new Tomahawk 6 chip from ...
theCUBE's John Furrier speaks with Broadcom's Ram Velaga about the new Tomahawk 6, emphasizing its role in the "Ethernet AI ...
Ram Velaga, SVP and GM in Broadcom's Core Switching Group, introduces Tomahawk 6, the world's first 100-terabyte switch ...
In this keynote at the AI Infra Summit 2025, Ram Velaga, SVP & GM of Broadcom's Core Switching Group, breaks down the ...
At the AI Infrastructure Summit 2025 in Santa Clara, one of the year's most important industry gatherings, Ram Velaga, GM & SVP ...
In this VMware Explore 2025 conversation, Ram Velaga, senior vice president and general manager of Broadcom's Core ...
Ram Velaga (Broadcom - SVP & GM, Core Switching Group)
In this episode of Bob Friday Talks, Bob interviews Ram Velega, Senior Vice President and General Manager of the Core ...
Chris Wolf, Global Head of AI and Advanced Services, VMware Cloud Foundation Division, Broadcom and Ram Velaga, Senior ...
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