Ntt Inc · TSE:9432
Ntt — NTT PR/IR Day 2025
14 slides from Ntt's conference presentation, Oct 6, 2025
Slide 1: NTT PR/IR Day: Networking for AI Scaling
NTT PR/IR Day Networking for AI Scaling Ram Velaga, SVP/GM, Broadcom Oct 6th, 2025 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 2: AI Scaling
AI Scaling 124 GW Incremental AI capacity between 2025-2030 Source: https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers 2 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refe
Slide 3: A Very Very Large Distributed Computing System
A Very Very Large Distributed Computing System 100K+ XPU Clusters 3 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 4: The Network Is the Computer
THE NETWORK IS THE COMPUTER 4 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 5: AI Scale-up and Scale-out Networking
AI Scale-up and Scale-out Networking In Rack Across Racks Across Data Centers Across Racks … … Spine Spine Leaf Leaf … … … … Datacenter1 Datacenter2 Scale-up Scale-Out 5 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 6: XPU Scale-up: High Bandwidth Memory Sharing Across XPUs
XPU Scale-up: High Bandwidth Memory Sharing Across XPUs HBM HBM HBM XPU HBM HBM XPU HBM HBM HBM 4 x HBM3E (9.6Tbps) ➔ 38.4Tbps 8 x HBM4 (12.8Tbps) ➔ 102.4Tbps 6 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 7: Ethernet: Reliable & Proven
Ethernet: Reliable & Proven … … 64-128 XPUs 256-512 XPUs • Low latency delivery over Ethernet • Reliable & lossless operations w/ LLR, CBFC, PFC 1024-2048 XPUs 7 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 8: Performance & Execution for Bandwidth Growth
Performance & Execution for Bandwidth Growth Tomahawk6 Tomahawk3 102T Tomahawk5 51T Tomahawk4 Tomahawk4 25T Tomahawk3 Tomahawk3 12T Tomahawk2 Tomahawk2 6T Tomahawk Tomahawk 3T 2014 2016 2018 2020 2022 2025 8 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc
Slide 9: Tomahawk 6: 512 XPUs in a Scale-Up Cluster
Tomahawk 6 ➔ 512 XPUs in a Scale-Up Cluster 512 XPUs connected in a single hop with 200G PAM4 >7x scale-up cluster size compared to alternatives 9 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 10: Jericho4: 1M+ Accelerators Across the Data Centers
Jericho4: 1M+ Accelerators Across the Data Centers … … Spine Spine Leaf Leaf … … … … Jericho4 Jericho4 … … Spine Spine Leaf Leaf … … … Jericho4 Jericho4 … Jericho4 Delivers Scale-Out Network Interconnect 10 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc.
Slide 11: Broadcom Offers Complete Coverage of HPC and AI
Broadcom Offers Complete Coverage of HPC and AI HPC AI Scale-Up AI Scale-Out Region Scale-Out Tomahawk Ultra Tomahawk 6 Jericho4 51.2 Tbps 102.4 Tbps 51.2 Tbps 11 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.
Slide 12: Introducing NTT InnovativeDevice + Tomahawk 6 CPO
Introducing NTT InnovativeDevice + Tomahawk 6 CPO Industry’s First 100T CPO with Replaceable Optical Engine Deploy CPO with Pluggable-like Flexibility First CPO with Replaceable Engine Faster AI/Network Performance Less Link Flaps = Faster JCT Tremendous Power Reduction vs Pluggable Optics > 70% Pow
Slide 13: History of the collaboration between NTT and Broadcom
History of the collaboration between NTT and Broadcom ◼ Collaboration on coherent DSPs, since 2013. ◼ 8 Products, in 5 generations of process nodes Daughter-card High-Performance Pluggable Low-power, Interoperability NID’s 3nm 13 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom”
Slide 14: Thank You
Thank You 14 | Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Broadcom Proprietary and Confidential. Copyright © 2025 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.