Summary of Key Points from the OCP APAC Summit Industry Overview - The Open Compute Project (OCP) is an industry consortium focused on redesigning hardware technology for data centers, emphasizing efficiency, scalability, and openness. It has over 400 members as of 2025, initiated by Meta in 2011 [3][2]. Core Insights and Arguments AI Data Center Innovations - The OCP APAC Summit highlighted advancements in AI hardware, infrastructure, and networking, with participation from major tech companies like Google, Meta, Microsoft, TSMC, and AMD [2][7]. - Meta is aggressively launching its Hyperion data center, which is expected to significantly benefit server ODMs like Quanta and Wiwynn [4][29]. - AMD's UALink and Ultra Ethernet are set to enhance networking capabilities, enabling larger clusters and improved performance [9][11]. Power and Cooling Solutions - The power consumption of AI servers is projected to double, with NVIDIA's GPUs expected to reach 3,600W by 2027, necessitating a shift to high-voltage direct current (HVDC) systems for efficiency [23][24]. - Liquid cooling is becoming essential for managing the thermal load of high-density AI racks, with designs evolving to accommodate this need [34][23]. Market Dynamics - The AI hardware market is transitioning from proprietary solutions to a more open, collaborative environment, benefiting specialized hardware vendors [10][11]. - The back-end networking market for AI is projected to exceed $30 billion by 2028, driven by the demand for high-bandwidth communication within AI clusters [18]. Important but Overlooked Content - The shift to panel-level processing by ASE is a critical innovation for manufacturing larger AI packages, improving area utilization and cost-effectiveness [13]. - The integration of retimers in cables is essential for maintaining signal integrity in high-density AI racks, addressing challenges posed by traditional passive copper cables [18]. - MediaTek is positioning itself as a leader in on-device AI integration, which is crucial as the demand for edge computing grows [26][30]. Company-Specific Highlights - **Delta**: Target price raised from $460 to $715 due to strong growth momentum driven by AI power needs [21]. - **Google**: Engaging with OCP to upgrade AI infrastructure, including the introduction of the Mt. Diablo power rack for efficient power distribution [24][33]. - **Seagate**: Emphasized the complementary role of HDDs alongside SSDs for high-capacity storage in AI applications [39][41]. - **TSMC**: Focused on co-development of system-level standards to support higher performance compute systems [40]. Conclusion The OCP APAC Summit underscored the rapid evolution of AI infrastructure, highlighting the importance of collaboration among tech giants to address the challenges of power, cooling, and networking in data centers. The insights gained from this event will shape the future landscape of AI technology and its supporting ecosystem.

Core Insights - Broadcom Inc. has launched the Jericho4 ethernet fabric router, designed for the next generation of distributed AI infrastructure, capable of interconnecting over one million XPUs across multiple data centers [1][2] - The Jericho4 router addresses the increasing infrastructure demands of AI models, which exceed the capabilities of a single data center, by providing high-bandwidth, secure, and lossless transport across regional distances [2][3] Product Features - Jericho4 can scale to 36,000 HyperPorts, each operating at 3.2 Tb/s, with features such as deep buffering and line-rate MACsec for enhanced security and performance over distances exceeding 100 km [3][4] - The router utilizes Broadcom's 3.2T HyperPort technology, consolidating four 800GE links into a single logical port, which improves utilization by up to 70% and streamlines traffic flow [4][5] - Jericho4 supports MACsec encryption on every port at full speed, ensuring data security without compromising performance, even under high traffic loads [5][6] Compliance and Interoperability - The Jericho4 router is compliant with specifications from the Ultra Ethernet Consortium (UEC), ensuring interoperability across open, standards-based Ethernet AI fabrics [6][9] - This compliance allows for seamless integration with a wide ecosystem of UEC-compliant NICs, switches, and software stacks, enhancing its utility in diverse networking environments [6][9] Market Position and Collaboration - Broadcom's Jericho4 is positioned to meet the growing demands of distributed AI workloads, with industry leaders expressing confidence in its capabilities to enhance scalability and efficiency in AI networking [11][12][13] - Collaborations with companies like Accton, Arista Networks, and DriveNets highlight the router's potential to support advanced AI infrastructure and improve energy efficiency in large-scale GPU clusters [11][12][13][14] Availability - Jericho4 is currently sampling to customers, indicating its readiness for market deployment [8]

Core Insights - Broadcom Inc. has launched the Jericho4 ethernet fabric router, designed for the next generation of distributed AI infrastructure, capable of interconnecting over one million XPUs across multiple data centers [1][2] - The Jericho4 router addresses the increasing infrastructure demands of AI models, which exceed the capabilities of a single data center, by providing high-bandwidth, secure, and lossless transport over regional distances [2][3] Product Features - Jericho4 can scale to 36,000 HyperPorts, each operating at 3.2 Tbps, featuring deep buffering and line-rate MACsec for enhanced security and performance over distances exceeding 100 km [3][4] - The router utilizes Broadcom's 3.2T HyperPort technology, consolidating four 800GE links into a single logical port, which improves utilization by up to 70% and streamlines traffic flow [4][5] - Jericho4 supports MACsec encryption on every port at full speed, ensuring data security without compromising performance, even under high traffic loads [5][6] Compliance and Interoperability - The Jericho4 is compliant with specifications from the Ultra Ethernet Consortium (UEC), ensuring interoperability across open, standards-based Ethernet AI fabrics [6][9] - This compliance allows for seamless integration with a wide ecosystem of UEC-compliant NICs, switches, and software stacks, enhancing its utility in diverse networking environments [6][9] Market Position and Collaboration - Broadcom's Jericho4 is positioned to meet the growing demands of distributed AI workloads, with industry leaders expressing confidence in its capabilities to enhance scalability and performance in AI networking [11][12][13] - Collaborations with companies like Accton, Arista Networks, and DriveNets highlight the router's potential to support next-generation AI infrastructure and improve energy efficiency [11][12][13][14]