Broadcom Unveils Jericho4: A Game-Changer for Distributed AI Infrastructure

What's Going On With Broadcom Stock Tuesday? - Broadcom (NASDAQ:AVGO)

Broadcom AVGO announced on Monday that it has begun shipping the Jericho4 ethernet fabric router, a purpose-built platform designed for the next generation of distributed AI infrastructure. Broadcom built the Jericho4 networking chip to meet the growing demands of hyperscalers like Microsoft MSFT and Amazon.com AMZN as they scale AI infrastructure. Engineered to connect data centers up to 60 miles apart, Jericho4 accelerates AI workloads by managing massive volumes of network traffic with high-bandwidth memory typically used in GPUs from Nvidia NVDA and Advanced Micro Devices AMD. Also Read: Broadcom Stock Is Trending - What's Going On Broadcom designed Jericho4 to interconnect over one million XPUs across multiple data centers, breaking traditional scaling limits with unmatched bandwidth, security, and lossless performance. Together with the Tomahawk 6 and Tomahawk Ultra, Jericho4 completes Broadcom's comprehensive networking portfolio for HPC and AI. As AI models grow in size and complexity, infrastructure demands now exceed single data centers' power and physical limits. To meet these demands, engineers must distribute XPUs across multiple facilities, each equipped with tens to hundreds of megawatts of power. This shift requires a new class of router optimized for secure, lossless, high-bandwidth transport across regional distances. By leveraging deep buffering and intelligent congestion control, Jericho4 ensures lossless RoCE across 100km+ distances, enabling a truly distributed AI infrastructure that is not limited by power or space at any single site. Trending Investment OpportunitiesAdvertisementArrivedBuy shares of homes and vacation rentals for as little as $100. Get StartedWiserAdvisorGet matched with a trusted, local financial advisor for free.Get StartedPoint.comTap into your home's equity to consolidate debt or fund a renovation.Get StartedRobinhoodMove your 401k to Robinhood and get a 3% match on deposits.Get Started Built on a 3nm process, Jericho4 integrates Broadcom's advanced 200G PAM4 SerDes, offering industry-leading reach. This design eliminates the need for retimers and other additional components, lowering power consumption, reducing costs, and improving system reliability. Broadcom stock gained close to 29% year-to-date, topping the NASDAQ 100 Index by over 10%, backed by the AI frenzy. Broadcom leads the Application-Specific Integrated Circuit (ASIC) market by designing and manufacturing custom silicon chips tailored for high-performance computing, networking, and storage. The company prioritizes speed and efficiency, delivering advanced solutions that power data centers and specialized computing infrastructure. Meta Platforms META, Microsoft, and Alphabet GOOGL are driving a $250 billion surge in AI infrastructure through 2025-26, demonstrating their commitment to powering the next industrial revolution. These tech giants are rapidly increasing capital expenditures on data centers, servers, and networking to scale AI development, turning bold ambitions into concrete infrastructure. Price Action: AVGO stock is trading higher by 0.38% to $298.86 premarket at last check Tuesday. Read Next: Can Super Micro's AI Demand Outpace Profit Margin Fears? Photo by Tada Images via Shutterstock AVGOBroadcom Inc$299.400.56%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum93.21Growth32.89Quality90.26Value9.33Price TrendShortMediumLongOverviewAMDAdvanced Micro Devices Inc$179.941.79%AMZNAmazon.com Inc$213.070.67%GOOGLAlphabet Inc$195.220.09%METAMeta Platforms Inc$779.000.34%MSFTMicrosoft Corp$538.500.53%NVDANVIDIA Corp$181.250.69%Market News and Data brought to you by Benzinga APIs

Why AI Stock Broadcom Was Rising on Monday | The Motley Fool

The AI chip maker received high marks from pundits tracking its fortunes. Broadcom (AVGO 3.10%), the specialty chip company that's at the forefront of the artificial intelligence (AI) revolution, was outpacing many other companies on the stock market Monday. Its shares were trading nearly 3% higher in late-session activity thanks in no small part to inclusion on an elite list compiled by a researcher. By contrast, the S&P 500 index was only up by 1.3% at that point. That morning, UBS selected 15 out of 85 stocks filtered by its proprietary screener to be top picks. Specifically, it feels that such picks are in the upper 25% of companies in their peer group in terms of growth and the quality of their operations. One of them was Broadcom, which in terms of market capitalization is the No. 2 out of the chosen stocks (first place belonged to Google parent Alphabet). Broadcom is on many analyst and investor watch lists due to its position as a key supplier of the chips that power AI functionalities. There is a deep, almost inexhaustible demand for such technology at the moment, and that's helping to power the company's fundamentals notably higher. We shouldn't count on that trend sputtering or even slowing down to much of an extent. Late last year CEO Hock Tan opined that the thirst for AI could drive the processor market for that segment to $60 billion and $90 billion in sales within a few short years. Considering that Broadcom's already-impressive take from such goods was slightly over $12 billion, it's standing in front of a huge opportunity.