ARM was also bullish for Silicom’s thesis.

They shared that SnartNICs are seeing an increase of deployement within data center infrastructures.

Silicom is going through a PoC with one compute provider and is in discussion with another one for inference products. With ARM confirming the usage of NICs, the question left is, is there enough space for a new player in the ecosystem? Not is there demand for NICs for inference anymore.

With interest coming from two hyperscalers and one starting a PoC, we have reasons to be bullish on SILC.