Networking has traditionally been one of the bottlenecks within hyperscale cloud infrastructure and is under greater scrutiny in artificial intelligence workloads. Broadcom’s senior vice president of Core Switching Ram Velaga sits down with Bloomberg Intelligence’s semiconductor analyst Kunjan Sobhani and hardware analyst Woo Jin Ho in this Tech Disruptors podcast episode to discuss Broadcom’s growing role in hyperscale cloud AI networks, led by its Jericho3-AI chip, and how Ethernet could emerge as the preferred protocol to transport AI traffic.