Broadcom Inc. Unveils Jericho4 Ethernet Fabric Router to Enhance Next-Generation Distributed AI Infrastructure

Broadcom announces the Jericho4 router, designed for high-performance AI infrastructure across multiple data centers with unmatched bandwidth and security.

Quiver AI Summary

Broadcom Inc. has announced the launch of its Jericho4 ethernet fabric router, designed to enhance distributed AI infrastructure by connecting over one million XPUs across multiple data centers. This router addresses the growing infrastructure demands of AI, which exceed individual data center capabilities, by providing unmatched bandwidth, security, and lossless performance. The Jericho4 features advanced technologies such as 3.2 Tbps HyperPort, deep buffering, and MACsec encryption, enabling lossless data transport over long distances while ensuring high security and efficiency. Broadcom's latest addition complements its existing networking portfolio aimed at high-performance computing and AI, ensuring seamless interoperability with other UEC-compliant systems. The router, which is now sampling to customers, promises to set new standards for scalable, high-efficiency networking in the evolving AI landscape.

Potential Positives

Broadcom announced the launch of the Jericho4 ethernet fabric router, designed specifically for next-generation distributed AI infrastructure, enhancing its position in the competitive AI market.
Jericho4 supports the interconnection of over one million XPUs across multiple data centers, significantly extending the scalability of infrastructure needed for AI applications.
With features such as MACsec encryption and lossless performance, Jericho4 offers enhanced security and efficiency for data transport between data centers, addressing critical infrastructure requirements for large-scale AI workloads.
The router is manufactured on a 3nm process and incorporates advanced technologies, resulting in lower power usage and higher system reliability, demonstrating Broadcom's commitment to innovation and energy efficiency.

Potential Negatives

Broadcom's reliance on advanced technologies like the 3nm process and 200G PAM4 SerDes may raise concerns about supply chain stability and manufacturing capabilities in light of potential semiconductor shortages.
The announcement does not include any customer acquisition metrics or specific market demand data for the Jericho4, which may lead to skepticism about its immediate commercial success.
Failure to address potential competitive threats or similar products in the market could indicate a vulnerability in maintaining market leadership in the evolving AI networking space.

FAQ

What is the Jericho4 ethernet fabric router?

The Jericho4 is a purpose-built ethernet fabric router designed for the next generation of distributed AI infrastructure.

How does Jericho4 enhance AI infrastructure?

It interconnects over one million XPUs across data centers, providing unmatched bandwidth, security, and lossless performance.

What are the key features of Jericho4?

Jericho4 features 3.2 Tb/s HyperPort technology, MACsec encryption, deep buffering, and supports long-distance RoCE transport.

How does Jericho4 ensure security?

It supports MACsec encryption on every port, offering strong data protection without compromising performance even under high traffic loads.

When will Jericho4 be available to customers?

Jericho4 is currently sampling to customers, with broader availability expected soon.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$AVGO Congressional Stock Trading

Members of Congress have traded $AVGO stock 29 times in the past 6 months. Of those trades, 16 have been purchases and 13 have been sales.

Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:

SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/18.
REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/25, 02/06 and 1 sale worth up to $15,000 on 03/19.
REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/11, 04/08 and 0 sales.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 4 times. They made 1 purchase worth up to $15,000 on 06/11 and 3 sales worth up to $45,000 on 04/03, 03/31, 03/11.
REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 05/14.
REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $300,000 on 03/13, 02/24 and 2 sales worth up to $300,000 on 05/12, 04/17.
REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 04/21, 03/20.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
REPRESENTATIVE KELLY MORRISON has traded it 4 times. They made 4 purchases worth up to $95,000 on 04/11, 03/21 and 0 sales.
REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/11, 03/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$AVGO Insider Trading Activity

$AVGO insiders have traded $AVGO stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 have been sales.

Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:

HENRY SAMUELI has made 0 purchases and 18 sales selling 1,137,874 shares for an estimated $246,314,400.
HOCK E TAN (President and CEO) has made 0 purchases and 3 sales selling 197,758 shares for an estimated $51,000,815.
MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 4 sales selling 155,000 shares for an estimated $36,108,800.
KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 2 sales selling 92,660 shares for an estimated $23,673,114.
CHARLIE B KAWWAS (President, Semi Solutions Grp) sold 10,000 shares for an estimated $2,528,810
GAYLA J DELLY sold 3,000 shares for an estimated $795,390
JUSTINE PAGE has made 0 purchases and 4 sales selling 3,200 shares for an estimated $751,872.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$AVGO Hedge Fund Activity

We have seen 2,111 institutional investors add shares of $AVGO stock to their portfolio, and 1,677 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS removed 41,868,805 shares (-21.3%) from their portfolio in Q1 2025, for an estimated $7,010,094,021
CAPITAL INTERNATIONAL INVESTORS removed 24,968,724 shares (-13.2%) from their portfolio in Q1 2025, for an estimated $4,180,513,459
PRICE T ROWE ASSOCIATES INC /MD/ added 17,985,046 shares (+37.8%) to their portfolio in Q1 2025, for an estimated $3,011,236,251
GAMMA INVESTING LLC removed 17,161,157 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $4,730,472,927
WELLINGTON MANAGEMENT GROUP LLP added 12,458,783 shares (+26.8%) to their portfolio in Q1 2025, for an estimated $2,085,974,037
JPMORGAN CHASE & CO added 12,066,652 shares (+15.2%) to their portfolio in Q1 2025, for an estimated $2,020,319,544
AMUNDI added 11,841,131 shares (+101.7%) to their portfolio in Q1 2025, for an estimated $1,982,560,563

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$AVGO Analyst Ratings

Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 07/30/2025
Mizuho issued a "Outperform" rating on 07/03/2025
Citigroup issued a "Buy" rating on 06/09/2025
Barclays issued a "Overweight" rating on 06/09/2025
Susquehanna issued a "Positive" rating on 06/06/2025
B of A Securities issued a "Buy" rating on 06/06/2025
Evercore ISI Group issued a "Outperform" rating on 06/06/2025

To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.

$AVGO Price Targets

Multiple analysts have issued price targets for $AVGO recently. We have seen 20 analysts offer price targets for $AVGO in the last 6 months, with a median target of $302.5.

Here are some recent targets:

Joseph Moore from Morgan Stanley set a target price of $338.0 on 07/30/2025
Vijay Rakesh from Mizuho set a target price of $320.0 on 07/16/2025
Rick Schafer from Oppenheimer set a target price of $305.0 on 07/15/2025
James Schneider from Goldman Sachs set a target price of $315.0 on 07/10/2025
John Vinh from Keybanc set a target price of $330.0 on 07/08/2025
Christopher Danely from Citigroup set a target price of $315.0 on 07/07/2025
Tom O'Malley from Barclays set a target price of $265.0 on 06/09/2025

Full Release

PALO ALTO, Calif., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced it is now shipping the Jericho4 ethernet fabric router — a purpose-built platform for the next generation of distributed AI infrastructure. Designed to interconnect over one million XPUs across multiple data centers, Jericho4 breaks through traditional scaling limits with unmatched bandwidth, security, and lossless performance. With the Tomahawk 6, Tomahawk Ultra and Jericho4, Broadcom offers a complete networking portfolio for HPC and AI.

As AI models grow in size and complexity, the infrastructure requirements exceed the power and physical limits of a single data center. Distributing XPUs across multiple facilities — each provisioned with tens to hundreds of megawatts of power — requires a new class of router, optimized for very high-bandwidth, secure and lossless transport across regional distances.

“The Jericho4 family is engineered to extend AI-scale Ethernet fabrics beyond individual data centers, supporting congestion-free RoCE and 3.2 Tbps HyperPort for unprecedented interconnect efficiency,” said Ram Velaga, senior vice president and general manager of Broadcom’s Core Switching Group. “Scale Up Ethernet ( SUE ), Tomahawk Ultra, Tomahawk 6, and Jericho4 all play a very important role in enabling large scale distributed computing systems within a rack, across racks, and across data centers in an open and interoperable way.”

A single Jericho4 system scales to 36,000 HyperPorts, each operating at 3.2 Tb/s, with deep buffering, line-rate MACsec, and RoCE transport over 100km+ distances.

Broadcom’s 3.2T HyperPort technology consolidates four 800GE links into a single logical port — eliminating load balancing inefficiencies, boosting utilization by up to 70%, and streamlining traffic flow across large fabrics.

Thanks to deep buffering and intelligent congestion control, Jericho4 ensures lossless RoCE across 100km+ enabling truly distributed AI infrastructure unconstrained by power and space limitations at a single location.

Jericho4 supports MACsec encryption on every port at full speed to protect data moving between data centers, delivering strong security without compromising performance — even at the highest traffic loads.

Manufactured on a 3nm process, Jericho4 features Broadcom’s advanced 200G PAM4 SerDes with industry-leading reach. This eliminates the need for extra components like retimers, resulting in lower power usage, reduced cost, and higher system reliability.

Jericho4 is fully compliant with specifications developed by the Ultra Ethernet Consortium (UEC), ensuring interoperability across open, standards-based Ethernet AI fabrics. This allows seamless integration with a broad ecosystem of UEC-compliant NICs, switches, and software stacks.

Learn More

Visit the Jericho4 product page here. Explore the comprehensive Scale-Up/Scale-Out media kit here for resources and insights on Broadcom’s scalable solutions. For in-depth details on Broadcom’s CPO technology, click here.

Availability
Jericho4 is sampling to customers now.

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com .

Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.

Press Contact:
Jon Piazza
Global Communications
[email protected]
Telephone: +1 310 498 5254

Industry quotes:

Michael KT Lee, Senior Vice President, R&D, Accton

“Accton has successfully delivered systems to customers using Broadcom’s Distributed Disaggregated Chassis (DDC) scheduled fabric solutions. With the availability of Jericho4, Accton is looking forward to collaborating with Broadcom to design new platforms that scale out the AI network further, incorporating features such as MACsec, long-reach 200G SerDes, and UEC as the building blocks for evolving demands of scale-out AI clusters, while improving the energy efficiency and the modular flexibility needed for mega-scale GPU clusters.”

John Peach, Distinguished Engineer, Arista Networks

“Broadcom’s Jericho4 sets a new standard for scalable, lossless Ethernet routing that perfectly complements Arista’s high-performance R-Series systems and EOS software, enabling distributed AI data centers to operate at unprecedented scale and efficiency.”

Shekar Ayyar, Chairman and CEO, Arrcus

“Broadcom’s Jericho4 sets a new benchmark for scale, bandwidth, and energy efficiency — critical for connecting distributed AI workloads across Training and Inferencing use cases. Arrcus’ ArcOS software enables Jericho4 offering from Broadcom, with a disaggregated, carrier-grade software stack for high-performance, programmable networks across edge, core, and multi-cloud environments. Together with Broadcom, we’re delivering the agility and operational simplicity required for AI data center interconnects, 5G transport, and beyond.”

Ido Susan, CEO & Founder, DriveNets

“DriveNets Network Cloud-AI has already established industry-leading performance in Ethernet-based AI networking, powering Jericho3-based white boxes in a distributed disaggregated model. With the deep-buffer and low-latency capabilities of Jericho4, we are poised to deliver even greater AI networking scalability and performance, enabling a unified, high-efficiency solution for both AI back-end fabrics and storage networks in support of next-generation AI infrastructure demands."

Andrew Qu, CEO, Micas Networks

“Jericho4’s deep buffers, long-reach RoCE, and HyperPort innovation are exactly what our customers need to stitch together massive AI fabrics across data centers and metro regions. Combined with Tomahawk, Broadcom gives us the complete toolbox to build high-performance networks at any scale—from leaf-spine clusters to region-wide AI interconnects.”

Ariff Premji, VP Customer Engineering, Nexthop AI

"Modern day Hyperscaler AI clusters continue to outgrow the power and physical footprint of a single data center building. Cloud providers now have to build larger clusters that are distributed across multiple locations and diverse geographies. Broadcom's Jericho4 family of devices, supporting deep buffer, lossless Ethernet, RoCE, MACsec and advanced congestion management capabilities over long distances, now enable Nexthop to provide scalable network architecture options from a single rack to Gigawatt scale AI clusters."

Jeff Jakab, VP Hardware, Nokia

"Broadcom’s Jericho4 family of silicon delivers the scale, performance, and efficiency we need to push AI infrastructure to the next level. As AI workloads stretch across data centers and regions, Nokia’s 7250 IXR routers — powered by Jericho4 — ensure high-throughput, lossless connectivity for the most demanding distributed AI systems. Broadcom continues to be our trusted partner in helping Nokia meet the evolving needs of the AI era."

Vincent Ho, CEO, UfiSpace

“UfiSpace's mission is to deliver solutions that offer the best possible combination of performance, efficiency, and customer choice. With the future of AI built on distributed computing across data centers, Jericho4 strikes a crucial balance between these elements. Its silicon serves as a benchmark for building cost-effective, massively scalable AI networks, ultimately making distributed AI a reality.”