Broadcom AVGO Expands Data Center Portfolio with Jericho4 Ethernet Fabric Router, Driving Strong Demand for AI Networking Revenues.

Broadcom AVGO is now shipping Jericho4 Ethernet fabric router that interconnects over 1 million custom AI accelerators across multiple data centers. Jericho4 has unmatched bandwidth, security and lossless performance, and helps Broadcom gain market share among hyperscalers. Strong demand for AI networking revenues has been a key catalyst for the company. AVGO's expanding portfolio and rich partner base are driving its prospects, with shares rising 30.4% YTD.

Broadcom Inc. (AVGO) has recently announced the shipment of its Jericho4 Ethernet fabric router, a significant advancement in AI networking infrastructure. This new router is designed to connect over one million custom AI accelerators (XPUs) across multiple data centers, offering unmatched bandwidth, security, and lossless performance.

Jericho4 complements Broadcom's existing portfolio, which includes the Tomahawk 6 and Tomahawk Ultra chips. These components collectively offer a comprehensive networking solution for high-performance computing (HPC) and AI environments [1]. The new router supports 3.2 Tbps HyperPorts and can operate efficiently over distances longer than 100km, significantly enhancing data transfer speeds and reliability.

The Jericho4 router's key features include:

1. Scalability: Jericho4 can scale to 36,000 HyperPorts, each operating at 3.2 Tbps, with deep buffering and line-rate MACsec encryption [2].
2. Security: The router supports MACsec encryption, ensuring secure data transmission between data centers [2].
3. Performance: Jericho4 offers lossless performance, reducing packet loss in heavily congested networks. Its use of high-bandwidth memory (HBM) provides up to 160 times more traffic buffering than on-chip memory, enabling zero-packet-loss performance [1].

Broadcom's expanding portfolio has been a key driver for the company's growth. Strong demand for AI networking revenues, which jumped 170% year over year in the second quarter of 2025, has been a significant catalyst [3]. Jericho4 is expected to further bolster Broadcom's market share among hyperscalers, such as Amazon Web Services, Microsoft Azure, and Google Cloud.

Broadcom's shares have risen 30.4% year to date, outperforming its peers and the broader industry. The company's rich partner base, which includes NVIDIA, Arista Networks, and Dell Technologies, has been a key factor in driving its prospects [3].

References:
[1] https://www.networkworld.com/article/4034136/broadcom-expands-ai-networking-portfolio-with-jericho4-ethernet-fabric-router.html
[2] https://finance.yahoo.com/news/broadcom-inc-avgo-announced-shipment-021918577.html
[3] https://finviz.com/news/132305/avgo-expands-data-center-portfolio-with-jericho4-hold-the-stock