Broadcom is intensifying its competition against Nvidia and AMD in the AI hardware sector with key strategic moves. The company recently unveiled the Thor Ultra networking chip, touted as the industry’s first 800G AI Ethernet Network Interface Card. This chip, designed for massive AI clusters, enhances compute capacity and enables efficient data transfer, positioning Broadcom to compete effectively in AI applications like ChatGPT.
Moreover, Broadcom has forged a blockbuster partnership with OpenAI to co-develop systems, including 10 gigawatts of custom AI accelerators, aimed at transforming AI infrastructure at a lower cost. This partnership marks a shift for OpenAI, which has traditionally relied on Nvidia and AMD hardware.
With a strong $110 billion backlog and significant partnerships, Broadcom’s market cap at $1.65 trillion underscores its pivotal role in the AI ecosystem. As demand for AI networking technology surges, Broadcom is well-positioned to capture a larger market share.
Source link
