クエリあたりのコスト削減とエヌビディア依存の低減を目指す推論プロセッサ
Broadcom
Nvidia ships Quantum-X Photonics, brings co-packaged optics to Ethernet in H2 2026; light replaces copper to wire million-GPU clusters at 3.5x the efficiency
A 560-page spec gives Ethernet InfiniBand-class RDMA and congestion control; the 2026 work item is Programmable Congestion Management
Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output
The 115-member consortium ratifies In-Network Compute, a UCIe 3.0-compliant Chiplet spec, Manageability and a split 200G physical layer, scale-up fabric as an open standard