Broadcom Delivers Industry’s First 51.2-Tbps Co-Packaged Optics Ethernet Switch Platform for Scalable AI Systems
Broadcom Inc. (AVGO) introduces Bailly 51.2T CPO Ethernet switch, a groundbreaking product delivering a 70% improvement in optical interconnect power consumption and an 8x enhancement in silicon area efficiency. The switch integrates silicon photonics based optical engines with Broadcom's StrataXGS Tomahawk5 chip, offering disruptive power-efficient and cost-efficient optical interconnect solutions for AI clusters. Bailly's high integration level enables a significant reduction in power consumption compared to traditional transceivers, catering to the increasing bandwidth demands of AI infrastructure.
The announcement of Broadcom Inc.'s new Bailly 51.2T CPO switch is a significant advancement in the realm of data center technology, particularly for large-scale AI clusters. The reported 70% reduction in power consumption and the 8x improvement in silicon area efficiency are key metrics that could potentially translate into considerable cost savings for cloud service providers (CSPs) and system integrators. As data centers are major energy consumers, any improvement in power efficiency is likely to have a positive impact on operating costs and sustainability goals.
Furthermore, the integration of Broadcom’s StrataXGS® Tomahawk®5 switch chip with silicon photonics-based optical engines represents a leap in technological innovation. This high degree of integration could allow for more compact system designs and potentially lower the barrier to entry for deploying large-scale AI infrastructure. The move towards co-packaged optics (CPO) suggests a trend away from pluggable transceiver solutions, which have been identified as a significant portion of system power and cost in traditional switch systems.
For investors and stakeholders, Broadcom's manufacturing innovations and co-design partnerships with CSPs indicate a strong potential for market penetration and future revenue growth, especially as the demand for AI and high-performance computing continues to rise. This could position Broadcom as a leading player in the next generation of data center infrastructure, with a product that aligns with the industry's push towards higher bandwidth, lower power consumption and cost efficiency.
The release of the Bailly 51.2T CPO switch could have financial implications for Broadcom and its competitors in the semiconductor and networking hardware industry. By setting a new industry standard for power efficiency and bandwidth density, Broadcom could capture a larger market share in the data center technology sector. The financial impact on Broadcom could be significant, as data centers increasingly require more energy-efficient and high-performance networking solutions to handle the growing data demands of AI and machine learning workloads.
Cost savings from reduced power consumption and the potential for lower overall system costs due to the high integration of components are likely to be well-received by CSPs, which could drive sales volume and improve Broadcom's profitability. Additionally, the company’s innovative manufacturing approach utilizing CMOS foundry processes and advanced packaging technologies could lead to economies of scale and further cost reductions over time.
Investors should monitor Broadcom's financial performance in subsequent quarters to assess the impact of the Bailly CPO switch on revenue and margins. The company's strategic partnerships and their ability to accelerate the adoption of CPO platforms will be critical in evaluating long-term financial success. It is also important to consider the competitive response from other industry players, which could influence market dynamics and pricing strategies.
The technical specifications of the Bailly 51.2T CPO switch, such as the integration of the StrataXGS® Tomahawk®5 switch silicon and the 6.4T-FR4 Bailly SCIP optical engines, represent a significant advancement in networking hardware. The shift towards co-packaged optics (CPO) is a response to the physical limitations of copper interconnects and the need for higher bandwidth and lower latency in data centers. The system design, which is compatible with multiple remote laser modules (RLM), suggests a forward-thinking approach to field replaceability and scalability.
The 4RU system design with high-efficiency air cooling and the ability to deliver 128 ports of 400G FR4 connectivity is indicative of the product's potential to handle the increasing data throughput requirements of modern data centers. The Bailly CPO switch's compatibility with traditional single-mode fiber and the substantial power savings over standard pluggable optics solutions are likely to be key selling points for data center operators looking to future-proof their infrastructure.
As AI and machine learning applications continue to evolve, the demand for low-latency and high-bandwidth networking solutions will grow. Broadcom's Bailly CPO switch appears to be well-positioned to meet these demands, which could drive adoption and set new standards for data center design and operation. The technology's impact on the industry will depend on its performance in real-world deployments and the rate at which CSPs and system integrators embrace this new approach to optical interconnects.
03/14/2024 - 09:00 AM
Bailly 51.2T CPO switch delivers 70% improvement in optical interconnect power
PALO ALTO, Calif., March 14, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) announced today that it has delivered Bailly, the industry’s first 51.2 terabits per sec (Tbps) co-packaged optics (CPO) Ethernet switch, to its customers. The product integrates eight silicon photonics based 6.4-Tbps optical engines with Broadcom’s best-in-class StrataXGS® Tomahawk®5 switch chip. Bailly enables the optical interconnect to operate at 70% lower power consumption and delivers an 8x improvement in silicon area efficiency as compared to pluggable transceiver solutions.
The optical interconnect is critical for both front-end and back-end networks in large scale generative AI clusters. Today, pluggable optical transceivers consume approximately 50% of system power and constitute more than 50% of the cost of a traditional switch system. The growing bandwidth requirement for the newer generation of GPUs, coupled with the ever-increasing sizes of AI clusters, requires disruptively power-efficient and cost-efficient optical interconnects that extend beyond discrete solutions. Broadcom’s CPO and silicon photonics technology platform, with its high degree of integration, provides the lowest latency, highest bandwidth density, lowest power, and lowest cost solution to meet this need and can help build large-scale, power-efficient AI clusters.
Bailly integrates hundreds of optical components and hundreds of millions of transistors in a single optical engine. The high degree of integration enables the placement of the optical engines on a common substrate with complex logic ASICs minimizing the need for signal conditioning circuitry. This allows the optical interconnect to operate at 70% lower power consumption as compared to pluggable transceivers. Bailly’s high-volume production is made possible by Broadcom’s innovative manufacturing approach that utilizes proven CMOS foundry processes, advanced packaging technologies and a highly automated high-density, edge-coupled fiber attach capability.
Broadcom is co-designing platforms with cloud service providers (CSPs) and system integrators to accelerate adoption of CPO platforms. Broadcom will showcase the Bailly 51.2T CPO system at the Optical Fiber Communication (OFC) 2024 exhibition.
“As AI clusters demand higher bandwidth density, lower power consumption and lower latency, we are pleased to announce delivery of the industry’s first 51.2-Tbps CPO switch,” said Near Margalit, Ph. D., vice president and general manager of the Optical Systems Division at Broadcom. “Bailly will enable hyperscalers to deploy lower-power, cost-efficient, large-scale AI and compute clusters. Broadcom’s technology leadership and manufacturing innovations help Bailly deliver 70% better power efficiency and ensure an optical I/O roadmap that can walk in tandem with the future bandwidth and power needs of AI infrastructure.”
“Pluggable optics are expected to account for an increasingly significant portion of power consumption at a system level, exceeding 50% of the switch system power at 51.2 Tbps and beyond. This issue will be further exacerbated as Cloud Service Providers build their next-generation AI networks and continue to push for higher speeds,” said Sameh Boujelbene, vice president at Dell’Oro Group. “Substantial investments in AI infrastructure are accelerating the development of innovative optical connectivity solutions such as Broadcom's Bailly co-packaged optics platform, aiming to meet the demands of AI clusters while solving cost and power consumption hurdles.”
“Innovation in the optical interconnect will be of great importance to future generations of AI networks,” said Feng Luo, head of network systems at ByteDance. “Broadcom’s continued progress in the development of co-packaged optics is exactly what the industry will require to overcome cost and power bottlenecks of current generation optical interconnects.”
“System design has become more challenging with each increase in SerDes speed, but only recently have we had to re-design our systems and optics to overcome the physical limitations of copper,” said Richard Li, general manager of H3C’s switch product line. “Our partnership with Broadcom to design systems with highly integrated co-packaged optics is a huge step forward to overcoming the design limitations of pluggable transceivers in high density systems.”
“Artificial Intelligence (AI) has introduced a set of challenges that the networking must address,” said Mansour Karam, global vice president (GVP) of data center products at Juniper Networks. “We are excited to partner with Broadcom to deliver co-packaged optics throughout the data center, thereby improving cost, power consumption and bandwidth efficiency of the optical interconnect.”
“System design has become more challenging with the need to meet the requirement of AI/ML and high-performance large-scale datacenter networks,” said Grant Lai, chief technology officer (CTO) of Micas Networks. “Our partnership with Broadcom to design systems with highly integrated co-packaged optics will enable a more power efficient future network. The 51.2 Tbps switch that Micas co-developed with Broadcom will reduce communication latency and power consumption in data centers and unleash more AI power.”
51.2-Tbps CPO Switch Product Highlights:
Broadcom 51.2-Tbps StrataXGS® Tomahawk®5 switch silicon Broadcom 6.4T-FR4 Bailly SCIP optical engines with Broadcom Fiber Connector (BFC) for CPO systems 4RU system design with high-efficiency air cooling to deliver 128 ports of 400G FR4 connectivity externally fiber-coupled with 128 duplex LC optical connectors CPO engine to front-panel routing supports traditional single-mode fiber System design compatible to support multiple remote laser modules (RLM) for field replaceability More than 70% optical interconnect power consumption savings compared to standard pluggable optics solutions Showcase at OFC 2024
Broadcom will showcase the following CPO products and technologies:
Bailly 51.2T CPO Ethernet switch system 6.4T optical engine co-packaged with a multi-chip module that includes HBM, logic and PHY These products will be shown in the Broadcom Booth 5325 at OFC 2024 from March 26th to 28th.
For more information on Broadcom CPO, please click here
About Broadcom www.broadcom.com
Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.
Press Contact:
Corporate Communications
Telephone: +1 408 433 8649
What is the product announced by Broadcom Inc. (AVGO)?
Broadcom Inc. (AVGO) announced the industry's first 51.2 terabits per sec (Tbps) co-packaged optics (CPO) Ethernet switch named Bailly.
What are the key features of Bailly 51.2T CPO switch?
Bailly integrates silicon photonics based 6.4-Tbps optical engines with Broadcom's StrataXGS Tomahawk5 chip, delivering a 70% improvement in optical interconnect power consumption and an 8x enhancement in silicon area efficiency.
What benefits does Bailly offer for AI clusters?
Bailly provides disruptive power-efficient and cost-efficient optical interconnect solutions for large scale generative AI clusters, catering to the growing bandwidth requirements of newer generation GPUs.
Where will Broadcom showcase the Bailly 51.2T CPO system?
Broadcom will showcase the Bailly 51.2T CPO system at the Optical Fiber Communication (OFC) 2024 exhibition.
Who is the vice president and general manager of the Optical Systems Division at Broadcom?
Near Margalit, Ph.D., is the vice president and general manager of the Optical Systems Division at Broadcom.
