On Wednesday, ICT products and solutions provider FS announced its latest 400G and 800G Ethernet switches, powered by Broadcom Inc's (NASDAQ:AVGO) Tomahawk 5 chipset, for the large AI clusters.
The switches are ideal for AI, big data, high-performance computing (HPC), and distributed storage.
FS introduced 400G and 800G AI switches with RoCE protocol support to handle large data volumes with low latency and high throughput.
Also Read: Broadcom Eyes $12B in AI Chip Revenue for 2024, Hyperscaler Spending Surge: Goldman Sachs
Broadcom stock has risen 110% in the last 12 months as it capitalized on the AI shift.
According to JPMorgan, Broadcom's AI business, which includes custom ASICs and networking solutions, will likely note a compound annual growth rate of 30%-40% over the next four to five years.
JPMorgan analyst Harlan Sur projected upside from higher demand for AI networking products and 3nm AI ASICs from hyperscalars like Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc (NASDAQ:META).
Also, earlier this week, Broadcom launched Sian 2 digital signal processing (DSP) for high-performance AI data centers.
Investors can gain exposure to Broadcom through SPDR Select Sector Fund – Technology (NYSE:XLK) and iShares Russell 1000 Growth ETF (NYSE:IWF).
Price Action: AVGO stock is down 1.06% at $172.98 premarket at the last check Wednesday.
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Photo by Dennis Diatel via Shutterstock
在週三,ICt產品和解決方案提供商FS宣佈推出最新的400G和800G以太網交換機,由Broadcom公司(納斯達克:AVGO)的Tomahawk 5芯片驅動,適用於大型人工智能集群。
這些交換機非常適用於人工智能、大數據、高性能計算(HPC)和分佈式存儲。
FS推出了支持RoCE協議的400G和800G人工智能交換機,以處理大數據量、低延遲和高吞吐量。
此外查看:Broadcom瞄準2024年120億美元的AI芯片營收,高盛稱:超大規模運算支出激增
在過去12個月中,Broadcom股價上漲了110%,因其在人工智能轉型中的受益。
根據摩根大通的報告,Broadcom的人工智能業務,包括定製ASIC和網絡解決方案,未來四到五年可能以30%-40%的複合年增長率增長。
摩根大通分析師Harlan Sur預計,由於對人工智能網絡產品和超大規模公司(如Alphabet公司(納斯達克:GOOG)(納斯達克:GOOGL)和meta platforms公司)需求增加,從高通量計算公司那裏獲得3nm AI ASIC,有望帶來增長。
此外,本週早些時候,Broadcom發佈了用於高性能人工智能數據中心的Sian 2數字信號處理(DSP)產品。
投資者可以通過SPDR科技產業選擇性基金 (紐交所:XLK) 和iShares羅素1000成長指數etf-ishares (紐交所:IWF)獲得對Broadcom的曝光。
股價走勢:AVGO股價週三最後一次檢查時盤前下跌1.06%,報172.98美元。
還閱讀:
- 受人工智能驅動的芯片製造商如Nvidia和Broadcom受到聯儲局減息後的推動而上漲。
照片由Dennis Diatel通過shutterstock提供