Broadcom Just Uncorked the Firehose for AI Infrastructure with Its Newest Tech…

Broadcom has no-chill… 

Some companies build chips. Broadcom builds arteries. And with the launch of its Jericho4 ethernet fabric router, it just jammed a 100-kilometer-long neural cord into the skull of the AI beast.

(Source: Giphy) 

In short, Broadcom's new Jericho4 chip is less a switch and more infrastructure heroin for hyperscalers with one goal and one goal only: to move god-tier amounts of AI traffic between data centers at a scary fast pace. How fast? Try 96+ miles of lossless, encrypted, high-bandwidth AI traffic running through GPU-grade memory like it's a blood sport. 

(Source: Benzinga) 

This is for Microsoft. It’s for Amazon. And it’s for anyone building AI cities in the cornfields with substations that hum like nuclear reactors. Because when your GPU cluster stretches past the city limits and your transformer model has its own zip code, you need a chip that doesn’t flinch when the lights flicker. Meaning, Broadcom understands the stakes… which is why Jericho4 is packed with 3nm wizardry, 200G PAM4 SerDes, deep buffering, congestion control, and enough bandwidth to move heaven, earth, and a few exabytes of large language model tantrums.

Translation: This beast is the connective tissue of a distributed hive mind. One system can run 4,500 of these chips. One million XPUs can be stitched together across states. The datacenter isn’t a place anymore… it’s a topology where Broadcom reigns supreme. So, the question is now, why does this really matter? Because Big Tech is doing what it always does in the second inning of a gold rush: spending. Microsoft, Meta, Google… all of them are throwing billions at AI infrastructure in 2025 and 2026 like they’re playing Monopoly with taxpayer subsidies. 

(Source: Reuters) 

Plus, if you haven’t noticed yet… but AI workloads aren’t just growing, they are metastasizing. One GPU rack is now a rounding error. One region is a bottleneck. And Moore’s Law is drunk in a ditch somewhere wondering why 8 hops of traffic are taking its job.

So, Broadcom gives them Jericho4. And Wall Street eats it up. The stock’s up nearly 30% YTD, outpacing the Nasdaq like it knows something you don’t. Spoiler: it does. ASICs are back in fashion…but not for miners or mobile chips. These are custom-built silicon power moves for high-frequency infrastructure warfare. And now, Broadcom is inserting itself into the bloodstream of every AI deployment that wants to scale across time zones. Sure, Nvidia might own the compute narrative. But Broadcom is now whispering in the ear of latency itself.

(Source: Giphy) 

Oh, and in case you missed it… but there’s no retimer on Jericho4. No piece mail cabling. It’s simply just a clean, brutally efficient animal ready to transmit our GPT’s thoughts before it even has them. And it does it without any traffic jams with built-in security. Which, if I say so myself, is an absolute W for Broadcom shareholders.

So yeah… this is bigly innovation. And if you’re sleeping on Broadcom, it might be time to reassess. Of course, only time will tell how well this will feed into the hyperscalers blood streams, but the hype seems to be real. Meaning, keep your eyes on $AVGO and place your bets accordingly. Until next time, friends… 

At the time of publishing, Stocks.News holds positions in Microsoft, Amazon, Meta, and Google as mentioned in the article.