Core Insights - Broadcom has introduced Thor Ultra, the first 800G AI ethernet network interface card, aimed at enhancing performance in AI scale-out networking [1][3] - Despite the announcement, Broadcom's stock experienced a decline of over 2% in early trading after a significant rise of 9.9% the previous day [5] Product Details - Thor Ultra is designed for large-scale AI data centers with over 100,000 specialized processing units (XPUs) and supports data speeds of 800 gigabits per second [1] - The product is compliant with the Ultra Ethernet Consortium's specifications, ensuring interoperability and scalability for future AI clusters [2][3] - Thor Ultra complements Broadcom's existing ethernet AI networking platform, including the Tomahawk and Jericho switch families [4] Competitive Landscape - Broadcom primarily competes with Nvidia in the data center networking sector [3] Recent Developments - Broadcom also announced the industry's first 102.4 terabits-per-second co-packaged optics product, Tomahawk 6 – Davisson, aimed at AI data center deployments [4] - Additionally, the company introduced Wi-Fi 8 silicon solutions for broadband wireless applications, indicating a shift towards faster and more reliable networks [6][7]