博通又发布一颗芯：800G

Core Viewpoint - Broadcom has launched the Thor Ultra, the industry's first 800G AI Ethernet Network Interface Card (NIC), designed to compete directly with Nvidia and enhance data transmission between AI clusters [2][5]. Group 1: Product Features - Thor Ultra is the first NIC built according to the Ultra Ethernet Consortium (UEC) standards, aimed at overcoming high bandwidth and low latency interconnect challenges in large language model training [2][4]. - The NIC features a 800G line rate, doubling the throughput of previous generations, and integrates 200G and 100G PAM4 SerDes options with the lowest error rate in the industry [3][6]. - It supports PCIe Gen6 x16 connections and offers line-rate encryption and decryption through PSP offload, freeing the XPU from latency-increasing security workloads [3][6]. Group 2: Technological Innovations - Thor Ultra introduces advanced RDMA innovations, including packet-level multipath, out-of-order packet delivery, selective retransmission, and programmable congestion control algorithms [5][6]. - The NIC allows for dynamic load balancing and maintains throughput in congested structures, which were previously reliant on expensive proprietary interconnects [2][3]. Group 3: Market Positioning - By adhering to UEC standards, Thor Ultra provides data center operators with a method to scale AI workloads without being locked into a single vendor's ecosystem, thus redefining the design and standardization of large-scale AI architectures [4][5]. - The product represents Broadcom's clear effort to redefine NICs as programmable extensions of AI architectures rather than passive endpoints, contrasting with Nvidia's tightly coupled proprietary network stack [3][4].