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Broadcom to launch new networking chip as battle with Nvidia intensifies

Business Standard

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October 15, 2025

Broadcom is launching a new networking chip on Tuesday that will help companies build artificial intelligence computing systems by stringing together hundreds of thousands of chips that crunch data, deepening its rivalry with Nvidia.

- MAX A CHERNEY

The chip, called the Thor Ultra, enables computing infrastructure operators to deploy far more chips than they otherwise could, allowing them to build and run the large models used to power Al apps such as ChatGPT.

The Thor Ultra will battle Nvidia’s networking interface chips and aim to further entrench Broadcom’s control of network communications inside data centres designed for artificial intelligence (AI) applications.

It comes after Broadcom unveiled a deal to roll out 10 gigawatts worth of custom chips for ChatGPT maker OpenAI beginning in the second half of 2026, challenging Nvidia's grip on the AI accelerator market.

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