Jericho4 Ethernet fabric router

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AVGO Expands Data Center Portfolio With Jericho4: Hold the Stock?
ZACKS· 2025-08-08 00:51
Key Takeaways Broadcom is now shipping Jericho4, linking over 1M XPUs with top-tier speed, security, and scalability.AI networking revenues surged 170% YoY, making up 40% of AVGOs AI revenue in Q2 of fiscal 2025.Despite strong AI gains, AVGO expects lower Q3 margins due to a higher mix of lower-margin XPU products.Broadcom (AVGO) is now shipping the Jericho4 Ethernet fabric router that has the ability to interconnect more than one million custom AI accelerators (XPUs) across multiple data centers. A single ...