The AI sector is overcrowded. Even with all the most expensive GPUs for AI servers assembled, shipments are being held up due to a "chip shortage."

"We looked for a thousand pieces overseas, but still couldn't get enough. It's too difficult." "When we tried to procure AI servers from suppliers, shipments couldn't be arranged because the motherboards were missing Broadcom's PCIe Switch 4.0 chips. Now they're searching everywhere for them."

PCIe Switch chips, represented by Broadcom's SS26, have seen exceptionally high demand recently. Not only is spot supply scarce, but quotes have also skyrocketed from $5,500 to $20,000! No wonder AI server prices are rising. Once you dive into the deep sea of AI, it turns out it's not just GPU prices that are increasing...

Reading this article, you will learn:

Why is Broadcom SS26 so sought after?
Why is there a shortage? Are there alternatives?
What other chips are seeing growth driven by AI servers?
Domestic alternatives to Broadcom's solutions.

01 Broadcom SS26

Price Soars to $20,000

The shortage of AI-related GPUs and servers continues to intensify. Major GPU manufacturers