Search: Broadcom

Inside optical and the battle for scale – how the AI industry is racing to integrate photonic interconnects

…The rest of the industry, including AMD, Broadcom, Cisco, Arista, Marvell, Meta, Microsoft and OpenAI, is trying to prise that open through UALink , Ultra Ethernet and a new optical specification. The sense…

Jul 23, 2026 · Chris Stokel-Walker

AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs — will invest up to $5 billion in the Claude developer, which is already using MI355X GPUs

…The 2 gigawatt commitment adds to a compute portfolio that already spans Nvidia GPUs, Amazon's Trainium chips under Project Rainier, 3.5 gigawatts of Google TPU capacity supplied by Broadcom from…

Jul 22, 2026 · Luke James

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

…Nvidia alone is expected to account for roughly 60% of global CoWoS demand this year, with Broadcom and AMD absorbing another 26%. That leaves limited capacity for custom ASIC vendors and smaller…

May 11, 2026 · Luke James

How optical interconnects and silicon photonics emerged as AI's next hot commodity

…Meanwhile, Microsoft , Meta, and OpenAI have teamed with Broadcom, AMD, and Nvidia in an optical interconnect alliance to develop an open optical scale-up interconnect. China has been building its own stack…

Aug 12, 2026 · Etiido Uko

Programming News, Analysis and Features | Tom's Hardware

…Tools Available For DirectX 12 Developers By Rexly Peñaflorida Published 21 November 17 Developer Tools Broadcom Launches $19.99 IoT Developer Kit By Kevin Parrish Published 28 August 14 Developer Tools Imagination…

May 10, 2026

Optical interconnect market to hit $144 billion by 2030, a 10x increase from 2024 according to new projections — silicon photonics expected to account for nearly two-thirds of revenue, driven by CPO

…Meanwhile, Microsoft , Meta, and OpenAI have teamed up with hardware giants Broadcom, AMD, and Nvidia to establish an Optical Compute Interconnect (OCI) Multi-Source Agreement (MSA ) group to develop protocol-agnostic scale…

Aug 17, 2026 · Etiido Uko

Nvidia's high-speed AI data center storage servers break cover, touting 2.9 petabytes of storage and extreme PCIe 6.0 performance — Wiwynn shows off SCADA server with GPU-accelerated storage

…SCADA runs on PCIe 6.x hardware from partners like Broadcom and Micron, and customers can now build their own SCADA machines with commercially available components. However, SCADA servers have not yet…

Jun 12, 2026 · Anton Shilov

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

…According to a June 23rd Culpium report , the increases would affect the bulk of TSMC’s wafer revenue and could raise costs for major chip designers, including Apple, Nvidia, AMD, Qualcomm, Broadcom…

Jun 24, 2026 · Etiido Uko

Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration

…Nvidia is naturally expected to account for the majority of global CoWoS demand — about 60% this year — with Broadcom and AMD absorbing another 26% between them, leaving custom-ASIC designers and smaller…

Jun 10, 2026 · Luke James

Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets

…Every silicon photonics platform in production, including those of Nvidia, Broadcom, Marvell, and Cisco, still needs an indium phosphide laser somewhere in the package to supply the light for silicon to manipulate…

Jul 31, 2026 · Luke James

Followed topics

Broadcom