An inference processor built to cut the cost per query and loosen Nvidia's grip
Broadcom
Nvidia ships Quantum-X Photonics, brings co-packaged optics to Ethernet in H2 2026; light replaces copper to wire million-GPU clusters at 3.5x the efficiency
A 560-page spec gives Ethernet InfiniBand-class RDMA and congestion control; the 2026 work item is Programmable Congestion Management
Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output
The 115-member consortium ratifies In-Network Compute, a UCIe 3.0-compliant Chiplet spec, Manageability and a split 200G physical layer, scale-up fabric as an open standard