Core Insights - Broadcom has launched Thor Ultra, the first 800G AI Ethernet Network Interface Card (NIC), designed to interconnect hundreds of thousands of XPUs for trillion-parameter AI workloads [1][2] - Thor Ultra is fully compliant with the Ultra Ethernet Consortium (UEC) specification, enabling customers to scale AI workloads efficiently in an open ecosystem [1][2] Product Features - Thor Ultra introduces advanced RDMA capabilities, including packet-level multipathing, out-of-order packet delivery, selective retransmission, and scalable congestion control [2][6] - The NIC supports both 200G and 100G PAM4 SerDes, with the industry's lowest Bit Error Rate (BER) for improved link stability and job completion times [6] - It features line-rate encryption and decryption, secure boot, and programmable congestion control, enhancing overall performance and security [6] Market Positioning - Thor Ultra is positioned as a key addition to Broadcom's Ethernet AI networking portfolio, complementing existing products like Tomahawk 6 and Jericho 4 [3] - The product aims to provide an open ecosystem for large-scale, high-performance XPU deployments, reducing reliance on proprietary solutions [2][3] Availability - Broadcom Thor Ultra is currently available for sampling, indicating readiness for market adoption [4] Industry Collaboration - Various industry leaders, including Accton Technology, Arista Networks, and Dell Technologies, have expressed support for Thor Ultra, highlighting its role in advancing AI infrastructure and networking solutions [8][9][12]