When Elon Musk announced plans Colossus AI extending xAI The plan for supercomputers to go from 100,000 GPUs now to 1 million GPUs in the future seems unstoppable. But xAI isn’t the only company with such a massive supercomputer. Broadcom predicts that its three hyperscale customers will deploy artificial intelligence supercomputers with 1 million XPUs in fiscal 2027.
Broadcom President and CEO Hock Tan said at the company’s annual meeting: “As you know, we currently have three hyperscale customers who have developed their own multi-generation AI XPU roadmaps and will deliver them at different levels over the next three years. deployment speed. 2024 Fourth Quarter Earnings Conference Call. “By 2027, we believe they each plan to deploy 1,000,000 XPU clusters on a single fabric.”
In addition to servicing three major hyperscale customers, Broadcom revealed during the conference call that it has secured orders from two other “hyperscale customers” and is conducting advanced development of its own next-generation AI XPU. It is rumored that ByteDance, OpenAI and Broadcom are teaming up to develop AI chips. Of course, Broadcom didn’t mention names.
Broadcom develops chips for artificial intelligence, general data processing or customized data center hardware for many well-known companies, including Google and Yuan. Broadcom and its customers determine workload needs, such as AI training, inference or data processing. The company and its partners then leverage Broadcom’s expertise in chip design to define the specifications of its chips and develop key aspects of its primary differentiation, such as the architecture of its processing units. Broadcom then implements the architecture in the chip and equips it with platform-specific IP, caches, chip-to-chip interconnects and interfaces. The high-performance XPU designed by Broadcom was later manufactured by TSMC.
Broadcom can sell its XPUs or custom ASICs directly to customers under long-term supply agreements under contract with specific customers. In addition, Broadcom may assist in the development of products and charge fees for collaborative engineering and/or research and development work.
Broadcom’s XPU business is a key component of its strategy to capitalize on the growing demand for artificial intelligence and cloud infrastructure, making it a key player in the artificial intelligence hardware ecosystem. The company believes the serviceable addressable market (SAM) for AI XPUs and networking will be between $60 and $90 billion by 2027, and the company expects to hold a leading share of this market. However, it’s unclear how the company calculates SAM, since Nvidia alone will generate about $100 billion in revenue this year from selling its GPUs, DPUs and networking hardware into the artificial intelligence market.