Broadcom Expands AI Infrastructure With PCIe Gen 6, Partners With Micron for Seamless Integration

Benzinga
02-26

On Tuesday, Broadcom Inc (NASDAQ:AVGO) announced the availability of its end-to-end PCIe Gen 6 portfolio.

Broadcom has extended its multi-generational PCIe leadership by allowing early access to its PCIe Gen 6 Interop Development Platform (IDP), which simplifies interoperability and system design with its advanced telemetry and diagnostics capabilities.

In collaboration with Micron Technology, Inc (NASDAQ:MU) and Teledyne LeCroy, Broadcom also successfully tested its high-port switch and timer for interoperability and compliance enablement, empowering open AI infrastructure solutions.

Also Read: Amazon's $25 Billion Robotics Push Targets Cost Savings, AI Growth And Temu Competition: Report

The AI industry, including hyperscalers and system ODM/OEMs, is now designing next-generation AI rack solutions based on the Broadcom PCIe Gen 6 connectivity portfolio.

The Broadcom connectivity portfolio utilizes its in-house SerDes, catering to custom XPUs. Additionally, the design features include extended reach, lower power dissipation, and simplified interop and end-to-end management.

This ensures that the open AI infrastructure ecosystem is powered by scalable and power-efficient interconnect solutions.

By collaborating with PCIe industry leaders like Micron and Teledyne LeCroy for early enablement and testing, Broadcom assures customers of fully validated PCIe Gen 6 building blocks to meet the demands of AI platforms and workloads.

Application-specific Integrated Circuit (ASIC) vendor Broadcom joined the trillion-dollar valuation club in 2024, backed by the AI frenzy.

Broadcom stock surged 643% in the last five years and 55% in the previous 12 months.

BofA Securities' Vivek Arya expressed optimism over Broadcom's prospects. However, he does not expect Nvidia Corp (NASDAQ:NVDA) GPUs to lose their 80%+ share. He expects ASICs to win over a 10%-15% share of the overall accelerator market.

Price Action: AVGO stock traded higher by 2.47% to $207.54 premarket at the last check on Wednesday.

Also Read:

  • International Game Technology Misses Q4 Earnings Estimates Amid Jackpot Slowdown

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This article Broadcom Expands AI Infrastructure With PCIe Gen 6, Partners With Micron for Seamless Integration originally appeared on Benzinga.com

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