Broadcom Launches Next-Generation Low-Power AI Chip to Support High-Speed Optical Networks

Broadcom Corporation recently unveiled its latest 5nm 200 G/channel optical pulse amplitude modulation digital signal processor, the BCM85822, at the 49th European Conference on Optical Communications. This chip integrates a laser driver, operates at a speed of 200 G per channel, employs PAM-4 modulation, and excels in metrics such as bit error rate and power consumption. The BCM85822 chip can achieve a switching capacity of 51.2 terabits, significantly enhancing data center network density. The new chip will also help achieve the goal of both electrical and optical interfaces reaching 200G, facilitating the migration of AI workloads from 800G to 1.6T. Broadcom estimates that the BCM85822 will be officially launched in mid-2024.

The Largest Chip Leasing Transaction in History Has Emerged! Apollo Joins Blackstone to Raise $36 Billion to Aggressively Acquire Google TPU for Anthropic

A capital frenzy is sweeping global artificial intelligence infrastructure development. Apollo Global Management and Blackstone Group plan to jointly launch a debt financing of approximately $36 billion, providing financial support to AI unicorn Anthropic through a 'rent-to-own' model. This will become one of the largest private credit transactions in history, accelerating the deployment of top-tier AI infrastructure.

Preparation in Advance! The CEO of Mistral AI Says Developing Their Own Chips Is Inevitable

The CEO of Europe's largest AI startup, Mistral AI, stated that developing custom AI chips is a trend in the long term. With the surge in computing power demand for large models, tech giants and unicorns like OpenAI are increasingly developing their own chips or collaborating with semiconductor companies to reduce costs.

Qualcomm and ByteDance Reach AI Chip Supply Agreement, Collaborating on AI Intelligent Infrastructure

Qualcomm and ByteDance signed an AI chip supply agreement on May 26. Qualcomm will provide millions of customized ASIC chips to ByteDance to support data center AI workloads and intelligent software infrastructure. This collaboration involves not only commercial procurement but also deep integration in large-scale chip supply and manufacturing.

SpaceX Plans to Invest $55 Billion in Texas to Build an AI Chip Factory

According to The New York Times and CNBC, SpaceX plans to invest at least $55 billion in Austin, Texas to build an AI chip manufacturing plant called "Terafab" to apply for tax incentives. The project originated from a public hearing notice in Grimes County, and if the construction phase is added, the total investment could reach $119 billion. Elon Musk first announced this ambitious plan in March.

OpenAI Nexus Chip Project Faces Hurdles, Broadcom Reluctant to Invest Until Microsoft Promises to Purchase 40% of Initial Capacity

The OpenAI self-developed "Nexus" chip project has encountered obstacles, as Broadcom has demanded that Microsoft commit to purchasing 40% of the initial production capacity before it agrees to invest. The project aims to establish a 10-gigawatt computing cluster by 2030, aiming to reduce reliance on NVIDIA, but financing negotiations have led to a deadlock in the collaboration.