In a significant move towards the future of cable networks, Broadcom Inc, Charter Communications Inc, and Comcast Corp have joined forces to develop Unified DOCSIS chipsets. These chipsets, designed for network nodes, smart amps, and cable modems, are built upon the DOCSIS 4.0 specification, enabling both FDX and ESD versions. This collaboration promises to deliver internet speeds exceeding 25 Gbps over existing cable networks, a substantial leap forward in connectivity.
“By pushing the benefits of AI and ML to the edge of our network, we are maximizing network performance, improving the internet experience, and introducing new and exciting services to support our customers’ incredible appetite for more, higher quality data,” said Charlie Herrin, President, Technology, Product, Experience, Comcast.
This news comes on the heels of other significant developments in the technology sector. ICT provider FS announced its 400G and 800G Ethernet switches, powered by Broadcom Tomahawk 5 chipsets, specifically designed for AI, big data, high-performance computing (HPC), and distributed storage. Earlier this week, Broadcom also unveiled its Sian 2 digital signal processing (DSP) chip, catering to the demands of high-performance AI data centers.
Broadcom’s stock has been on an upward trajectory, reflecting the company’s focus on the burgeoning AI market. The stock has seen an impressive 110% increase. However, Charter Communications has faced challenges, experiencing a 28% decline in stock price over the past year. This downturn is attributed to a loss of residential internet customers following the expiration of the FCC’s Affordable Connectivity Program (“ACP”) subsidies. Comcast, despite the robust collaboration, has also seen a 9% decrease in stock value. This decline can be attributed to a combination of factors, including broadband and video subscriber losses, and lower revenue from theme parks and studios.
As of Wednesday’s close, AVGO stock was up 0.29% at $175.34. These developments highlight the evolving landscape of internet technology and the crucial role that advanced chipsets and AI play in shaping the future of connectivity.
