Latest news with #Tomahawk5
Yahoo
20-05-2025
- Business
- Yahoo
Arrcus and UfiSpace Expand Strategic Partnership to Advance Open Infrastructure for AI and Cloud
Collaboration Enables Scalable, High-Performance Architectures Across Edge, Core, Transport, Data Center, and AI Infrastructure TAIPEI, Taiwan, May 20, 2025--(BUSINESS WIRE)--Arrcus, the hyperscale networking software company and a leader in core, edge, and multi-cloud routing and switching infrastructure, and UfiSpace, a leading provider of open disaggregated networking hardware, today announced a strategic partnership to deliver tightly integrated, best-of-breed networking solutions purpose-built for the demands of AI infrastructure. As enterprises and service providers race to support AI-driven applications and services, they face the challenge of building a network fabric that is highly scalable, cost-effective, and optimized for distributed AI workloads. From inferencing at the edge to training clusters in hyperscale data centers, the demands on network infrastructure continue to rise. The collaboration between Arrcus and UfiSpace addresses these needs with a disaggregated, high-performance architecture powered by Arrcus' ACE-AI platform and UfiSpace's open hardware portfolio, leveraging the latest merchant silicon, including Broadcom's Tomahawk 5, Trident 4, and Jericho 3-AI chipsets. "AI infrastructure demands a fundamentally new approach to networking—one that's open, composable, and built for extreme scale," said Shekar Ayyar, CEO and Chairman at Arrcus. "Our partnership with UfiSpace brings together the best of software and hardware innovation to deliver powerful, agile, and cost-efficient solutions for distributed AI networking." The joint solution suite is designed for: AI inferencing at the edge, with low-latency performance High-throughput data pipelines in metro and transport networks Scalable AI training clusters in private and hyperscale data centers Multitenant AI fabrics with deterministic segmentation and isolation Advanced application and network monitoring capabilities At the core of this collaboration is ACE-AI, Arrcus' intelligent networking stack built specifically for AI workloads. With its modular architecture and deep silicon programmability, ACE-AI enables: Two architectures to build highly scalable modern GPU clusters: IP CLOS fabric for horizontal scale and latency and Virtualized Distributed Routing (VDR) architecture for a fabric based load balancing and congestion control High-bandwidth, low-latency networking for large-scale model training Build a lossless Ethernet fabric with RoCEv2, PFC, ECN, and Load Balancing Dynamic routing and congestion control across GPU clusters Real time telemetry and monitoring of the hardware such as watchdog, buffers, counters and integration to orchestration frameworks In addition, the solution includes ArcIQ, Arrcus' real-time network visibility and analytics platform, providing end-to-end observability, intent-based telemetry, and closed-loop automation across the entire AI infrastructure—from edge to core. "UfiSpace is committed to enabling the next generation of open, scalable infrastructure," said Vincent Ho, CEO at UfiSpace. "By working closely with Arrcus, we're delivering AI-optimized solutions that empower cloud providers, enterprises, and telecoms to deploy intelligent networking fabrics tailored to AI workloads." The Arrcus and UfiSpace partnership reflects a shared vision for disaggregated, cloud-native networking that is agile, secure, and optimized for high-performance solutions. The companies will continue to expand their joint solution portfolio to support evolving customer needs in areas such as AI networking fabrics, cloud edge services, and multicloud routing. The Arrcus and UfiSpace partnership delivers unprecedented flexibility, performance, and control—ushering in a new era of AI networking at global scale. Additional Resources Arrcus, in Collboartion with UfiSpace, Enable Actapio with Next-Gen Networking Fabric to Build-out AI Clusters For Large Language Models About Arrcus Arrcus is a leading provider of networking software solutions that empower businesses to achieve unparalleled scalability, performance, and reliability in their infrastructure. Arrcus is disrupting the industry with disaggregated solutions that deliver innovative, agile, and cost-effective networking, allowing enterprises to break free from traditional, monolithic systems and embrace a more flexible, efficient, and scalable approach to modern networking. The Arrcus team consists of world-class technologists who have an unparalleled record in shipping industry-leading networking products, complemented by industry thought leaders, operating executives, strategic partners, and top-tier VCs. The company is headquartered in San Jose, Calif. For more information, go to or follow Arrcus on LinkedIn and Twitter/X. View source version on Contacts Media Contact Sean Griffinsean@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
20-05-2025
- Business
- Business Wire
Arrcus and UfiSpace Expand Strategic Partnership to Advance Open Infrastructure for AI and Cloud
TAIPEI, Taiwan--(BUSINESS WIRE)--Arrcus, the hyperscale networking software company and a leader in core, edge, and multi-cloud routing and switching infrastructure, and UfiSpace, a leading provider of open disaggregated networking hardware, today announced a strategic partnership to deliver tightly integrated, best-of-breed networking solutions purpose-built for the demands of AI infrastructure. As enterprises and service providers race to support AI-driven applications and services, they face the challenge of building a network fabric that is highly scalable, cost-effective, and optimized for distributed AI workloads. From inferencing at the edge to training clusters in hyperscale data centers, the demands on network infrastructure continue to rise. The collaboration between Arrcus and UfiSpace addresses these needs with a disaggregated, high-performance architecture powered by Arrcus' ACE-AI platform and UfiSpace's open hardware portfolio, leveraging the latest merchant silicon, including Broadcom's Tomahawk 5, Trident 4, and Jericho 3-AI chipsets. 'AI infrastructure demands a fundamentally new approach to networking—one that's open, composable, and built for extreme scale,' said Shekar Ayyar, CEO and Chairman at Arrcus. 'Our partnership with UfiSpace brings together the best of software and hardware innovation to deliver powerful, agile, and cost-efficient solutions for distributed AI networking.' The joint solution suite is designed for: AI inferencing at the edge, with low-latency performance High-throughput data pipelines in metro and transport networks Scalable AI training clusters in private and hyperscale data centers Multitenant AI fabrics with deterministic segmentation and isolation Advanced application and network monitoring capabilities At the core of this collaboration is ACE-AI, Arrcus' intelligent networking stack built specifically for AI workloads. With its modular architecture and deep silicon programmability, ACE-AI enables: Two architectures to build highly scalable modern GPU clusters: IP CLOS fabric for horizontal scale and latency and Virtualized Distributed Routing (VDR) architecture for a fabric based load balancing and congestion control High-bandwidth, low-latency networking for large-scale model training Build a lossless Ethernet fabric with RoCEv2, PFC, ECN, and Load Balancing Dynamic routing and congestion control across GPU clusters Real time telemetry and monitoring of the hardware such as watchdog, buffers, counters and integration to orchestration frameworks In addition, the solution includes ArcIQ, Arrcus' real-time network visibility and analytics platform, providing end-to-end observability, intent-based telemetry, and closed-loop automation across the entire AI infrastructure—from edge to core. "UfiSpace is committed to enabling the next generation of open, scalable infrastructure," said Vincent Ho, CEO at UfiSpace. "By working closely with Arrcus, we're delivering AI-optimized solutions that empower cloud providers, enterprises, and telecoms to deploy intelligent networking fabrics tailored to AI workloads.' The Arrcus and UfiSpace partnership reflects a shared vision for disaggregated, cloud-native networking that is agile, secure, and optimized for high-performance solutions. The companies will continue to expand their joint solution portfolio to support evolving customer needs in areas such as AI networking fabrics, cloud edge services, and multicloud routing. The Arrcus and UfiSpace partnership delivers unprecedented flexibility, performance, and control—ushering in a new era of AI networking at global scale. Arrcus is a leading provider of networking software solutions that empower businesses to achieve unparalleled scalability, performance, and reliability in their infrastructure. Arrcus is disrupting the industry with disaggregated solutions that deliver innovative, agile, and cost-effective networking, allowing enterprises to break free from traditional, monolithic systems and embrace a more flexible, efficient, and scalable approach to modern networking. The Arrcus team consists of world-class technologists who have an unparalleled record in shipping industry-leading networking products, complemented by industry thought leaders, operating executives, strategic partners, and top-tier VCs. The company is headquartered in San Jose, Calif. For more information, go to or follow Arrcus on LinkedIn and Twitter/X.
Business Wire
20-05-2025
- Business
- Business Wire
Arrcus and Edgecore Deliver Seamless Turnkey Networking Solution for High-Performance AI Infrastructure
TAIPEI, Taiwan--(BUSINESS WIRE)--Arrcus, the hyperscale networking software company and a leader in core, edge, and multi-cloud routing and switching infrastructure, today announced a collaboration with Edgecore Networks to deliver a turnkey solution optimized for AI/ML workloads and GPU-powered infrastructures. The integration of Arrcus' ArcOS with Edgecore's TH5 800G switch platform provides customers with a high-performance, congestion-free experience out-of-the box—enabling faster deployment, lower operational overhead, and superior workload efficiency. As enterprises and cloud providers scale out GPU clusters to support AI training and inference, reliable high-throughput connectivity becomes critical. The combined Arrcus-Edgecore solution eliminates common bottlenecks by delivering: Out-of-the-box readiness with pre-validated hardware and software integration AI-optimized telemetry and traffic engineering for lossless Ethernet and RoCEv2 support Deterministic performance for RDMA workloads across large GPU fabrics Disaggregated design flexibility, enabling customers to scale across multiple form factors and deployment environments 'GPU clusters powering AI models are only as good as the network fabric that connects them,' said Shekar Ayyar, CEO of Arrcus. 'Together with Edgecore, we're simplifying that fabric, eliminating friction, and helping customers rapidly scale AI infrastructure with confidence.' Edgecore's AIS-800 series based on Broadcom's Tomahawk 5 silicon, delivers industry-leading 51.2 Tbps switching capacity and native 800G ports in a compact 1RU form factor—making it an ideal match for data-intensive AI environments. Running ArcOS, the switch delivers precise traffic management, advanced ECN and PFC capabilities, and robust programmability to support dynamic workloads. 'This collaboration brings together Edgecore's powerful, open hardware and Arrcus' flexible software stack to deliver a complete plug-and-play networking solution for AI and data center operators,' said Mingshou Liu, President of Edgecore Networks. 'This partnership reflects our ongoing commitment to the open infrastructure ecosystem, powered by decades of engineering expertise.' This out-of-the-box, turnkey experience builds on Arrcus' ongoing focus on simplifying network operations for cloud, edge, and core deployments—providing a single network operating system that runs across form factors, from Switches and Routers to VMs, Containers and SmartNICs. About Arrcus Arrcus is a leading provider of networking software solutions that empower businesses to achieve unparalleled scalability, performance, and reliability in their infrastructure. Arrcus is disrupting the industry with disaggregated solutions that deliver innovative, agile, and cost-effective networking, allowing enterprises to break free from traditional, monolithic systems and embrace a more flexible, efficient, and scalable approach to modern networking. The Arrcus team consists of world-class technologists who have an unparalleled record in shipping industry-leading networking products, complemented by industry thought leaders, operating executives, strategic partners, and top-tier VCs. The company is headquartered in San Jose, Calif. For more information, go to or follow Arrcus on LinkedIn and Twitter/X.
Yahoo
14-05-2025
- Business
- Yahoo
GLW, AVGO Partner to Boost Processing Capabilities of AI Data Centers
Corning Incorporated GLW recently announced that it has entered into a multi-year collaboration with Broadcom Incorporated (AVGO), a premier designer, developer, and global supplier of a broad range of semiconductor devices. Through this partnership with Corning, Broadcom is aiming to deliver a next-generation co-packaged optics (CPO) infrastructure designed to enhance the processing capabilities of data centers, marking a significant step toward addressing the growing demands of artificial intelligence (AI) today's hyper-connected digital world, as AI technologies evolve and scale, data centers are increasingly focusing on delivering faster performance, higher bandwidth, and improved energy efficiency. Broadcom's Bailly CPO system features eight optical engines, each offering 6.4 terabit per second (Tbps) of bandwidth through silicon photonics. These engines are co-packaged with the Tomahawk5 Ethernet switch chip, enabling seamless high-speed data transmission. Corning will serve a critical role as a qualified supplier of the optical infrastructure supporting these engines. The company will provide a suite of high-performance optical components, including fiber harnesses equipped with front-plate and external laser module connectors, single-mode and polarization-maintaining fibers, and precision fiber array units. The integration of such cutting-edge technologies is expected to deliver significant improvements in optical interconnection density and power savings, making it the industry's first CPO-based 51.2 TBps ethernet switch. Corning's competitive strength lies in its focus on innovation. The company offers a range of products focused on the data center, with a portfolio that includes optical fiber, hardware, cables, and connectors, enabling it to create customized optical solutions that meet evolving customer needs. The growing adoption of innovative optical connectivity products for generative AI applications is expected to be a key growth driver in the Optical Communication continues to expand its portfolio of data center solutions with innovations like the CPO FlexConnect Fiber. This single-mode fiber is engineered for enhanced bend performance and reduced multi-path interference, optimizing overall system performance within CPO architectures. In addition to this effort, both companies are now expanding their efforts to develop next-generation CPO solutions based on 200G per lane technology, aiming to unlock even greater efficiency and data throughput. These advancements are expected to generate incremental demand for Corning's solutions, leading to higher revenues. An improved financial performance is likely to propel the stock upward. Shares of Corning have soared 35.6% over the past year compared with the industry's growth of 33.2%. Image Source: Zacks Investment Research Corning currently carries a Zacks Rank #3 (Hold). A couple of better-ranked stocks in the broader industry have been discussed below:InterDigital IDCC carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. In the trailing four quarters, InterDigital delivered an earnings surprise of 160.15%. The company is a pioneer in advanced mobile technologies that enable wireless communications and designs and develops a wide range of advanced technology solutions used in digital cellular, wireless 3G, 4G, and IEEE 802-related products and Networks, Inc. ANET, carrying a Zacks Rank of 2 at present, supplies products to a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprises, financials and specialty cloud service delivered a trailing four-quarter average earnings surprise of 11.82% and has a long-term growth expectation of 14.81%. Arista currently serves five verticals, namely – cloud titans (customers that deploy more than one million servers), cloud specialty providers, service providers, financial services and the rest of the enterprise. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Corning Incorporated (GLW) : Free Stock Analysis Report InterDigital, Inc. (IDCC) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
20-03-2025
- Business
- Yahoo
This Super Semiconductor Stock Just Dropped Out of the $1 Trillion Club. Is This the Ultimate Buying Opportunity?
Only seven American companies are worth $1 trillion or more, so it's an ultra-exclusive club. But getting there is only half the battle, because investors can be unforgiving during times of uncertainty. Broadcom (NASDAQ: AVGO) and Tesla have discovered that firsthand -- they both dropped out of the trillion-dollar club this year. Broadcom stock is currently down 22% from the record high it set in December. With a market capitalization of $911 billion (as of this writing), it still trades at an elevated valuation, making it susceptible to further potential declines, particularly if this sell-off in the broader market worsens. However, Broadcom's artificial intelligence (AI) revenue continued to soar during its fiscal 2025 first quarter (which ended Feb. 2), and its long-term potential looks extremely promising. Investors will still have to pay a hefty premium to buy into this story today, but could the recent dip be the ultimate long-term opportunity? Broadcom used to have a relatively one-dimensional business, supplying semiconductors and components for a range of computing applications. But it merged with another chip giant called Avago Technologies in 2016, and from there, it transformed itself into a hardware and software conglomerate by spending almost $100 billion on acquisitions. Broadcom now owns semiconductor equipment supplier CA Technologies, cybersecurity powerhouse Symantec, and cloud software provider VMware. However, investors have turned their focus back to Broadcom's semiconductor business because it has become a key supplier of data center chips and networking equipment specifically designed for AI workloads. The company is currently helping three hyperscalers (cloud infrastructure giants like Alphabet) design their own AI accelerators for their data centers. Such chips are becoming a popular alternative to Nvidia's industry-leading graphics processors (GPUs) because they can be customized to suit the needs of each client. Broadcom is helping its customers scale toward clusters of 500,000 accelerators to deliver the computing power they need to power next-generation AI models. However, it is also looking toward the future and preparing for a time when those cloud operators might want clusters of a staggering 1 million chips, which could be as soon as its fiscal 2027. But getting to that stage requires more than chips alone, which is why Broadcom continues to advance its networking equipment. Its new Tomahawk 6 data center Ethernet switch helps regulate how quickly data travels between chips and devices, and it was specifically designed with larger workloads in mind, delivering around twice the bandwidth of the Tomahawk 5. The company will send samples of the Tomahawk 6 to customers for testing over the next few months. Broadcom generated $14.9 billion in total revenue during its fiscal 2025 first quarter. That was a 25% increase compared to the year-ago period -- a sharp deceleration from the 51% growth the company delivered in its fiscal 2024 fourth quarter. Its year-over-year revenue growth rates were supercharged during fiscal 2024 because that was the first time its top line reflected the acquisition of VMware. Absent that one-time boost, in fiscal 2025, it will be back to relying on organic growth. With that said, Broadcom's AI revenue soared by 77% year over year to a record $4.1 billion during its fiscal 2025 first quarter, so this part of its business is certainly generating organic growth in spades. Nevertheless, it has still barely scratched the surface of its estimated addressable market. CEO Hock Tan predicts that Broadcom's three current hyperscaler customers alone will spend up to $90 billion on AI accelerators and networking equipment in fiscal 2027 alone. Plus, the company says it is deeply engaged with four other hyperscalers right now, and their planned capital expenditures don't factor into that $90 billion forecast. Therefore, it's no surprise Wall Street is laser-focused on the AI portion of Broadcom's business. While it represents less than one-third of the company's total revenue today, it could account for the majority within just a few years. Based on Broadcom's trailing 12-month GAAP (generally accepted accounting principles) earnings per share of $2.08, its stock trades at a price-to-earnings (P/E) ratio of 93.5. That makes it more than three times more expensive than the Nasdaq-100 technology index, which trades at a P/E ratio of 28.5. Its valuation looks a little less extravagant based on its non-GAAP earnings per share of $5.35 over the last four quarters -- that results in a P/E ratio of 36.3 instead. However, non-GAAP results exclude important costs related to Broadcom's acquisitions, and since those deals have contributed to its growth, discounting them to calculate its earnings (and valuation) is somewhat disingenuous. Besides, Broadcom stock also looks expensive based on its price-to-sales (P/S) ratio of 17.1, which is a whopping 119% premium to its 10-year average of 7.8. I'm not suggesting Broadcom stock is a bad buy, but its elevated valuation means investors must be willing to hold it for the long term to maximize their chances of earning a positive return. For example, if the company's three hyperscaler customers do spend as much as management expects in fiscal 2027, the stock might actually be cheap at the current price -- but investors will need to stay the course for at least the next three years while that catalyst unfolds. For investors who are willing to hold Broadcom stock for the long run, its recent 22% dip might be the buying opportunity they have been waiting for. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $299,339!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,324!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $501,530!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of March 18, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Nvidia, and Tesla. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. This Super Semiconductor Stock Just Dropped Out of the $1 Trillion Club. Is This the Ultimate Buying Opportunity? was originally published by The Motley Fool Sign in to access your portfolio
