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Broadcom Chipset Fuels FS's High-Performance AI Networking Solutions

Broadcom Chipset Fuels FS's High-Performance AI Networking Solutions

博通芯片組推動FS的高性能人工智能網絡解決方案
Benzinga ·  09/25 18:47

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.

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,由博通公司(納斯達克:AVGO)的Tomahawk 5芯片組提供支持,用於大型人工智能集群。

The switches are ideal for AI, big data, high-performance computing (HPC), and distributed storage.

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 introduced 400G and 800G AI switches with RoCE protocol support to handle large data volumes with low latency and high throughput.

FS推出支持RoCE協議的400G和800G人工智能交換機,可處理大數據量,具有低延遲和高吞吐量。

Also Read: Broadcom Eyes $12B in AI Chip Revenue for 2024, Hyperscaler Spending Surge: Goldman Sachs

此外,高盛報道:博通計劃在2024年實現120億美元的人工智能芯片營收,超大型數據中心支出激增。

Broadcom stock has risen 110% in the last 12 months as it capitalized on the AI shift.

由於充分利用人工智能轉變,博通股價在過去12個月上漲了110%。

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.

據摩根大通稱,博通的人工智能業務(包括定製專用ASIC和網絡解決方案)在未來四到五年內可能會實現30%-40%的複合年增長率。

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).

摩根大通分析師Harlan Sur預計,由於對人工智能網絡產品和來自高盛公司(納斯達克:GOOG,GOOGL)和meta platforms公司(納斯達克:MPLA)的3納米人工智能ASIC的需求增加,將帶來增長潛力。

Also, earlier this week, Broadcom launched Sian 2 digital signal processing (DSP) for high-performance AI data centers.

此外,本週早些時候,博通推出了Sian 2數字信號處理(DSP)用於高性能人工智能數據中心。

Investors can gain exposure to Broadcom through SPDR Select Sector Fund – Technology (NYSE:XLK) and iShares Russell 1000 Growth ETF (NYSE:IWF).

投資者可以通過SPDR選擇性板塊基金-科技(NYSE:XLK)和iShares羅素1000成長指數etf-ishares(NYSE:IWF)獲得對Broadcom的暴露。

Price Action: AVGO stock is down 1.06% at $172.98 premarket at the last check Wednesday.

價格走勢: AVGO股價在上週三最後一次檢查時預盤下跌1.06%,報172.98美元。

Also Read:

還閱讀:

  • AI-Driven Chipmakers Like Nvidia and Broadcom Rally After Fed's Interest Rate Slash
  • AI驅動芯片製造商如英偉達和Broadcom在聯邦減息後繼續上漲。

Photo by Dennis Diatel via Shutterstock

Dennis Diatel拍攝的照片,由shutterstock提供。

譯文內容由第三人軟體翻譯。


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