Comcast And Broadcom To Develop World's First AI-Powered Access Network, Aiming For Late 2024 Roll Out

Comcast Corporation (NASDAQ: CMCSA) and Broadcom Inc. (NASDAQ: AVGO) teamed up to develop the world's first AI-powered access network.

This network will have a new chipset that embeds artificial intelligence (AI) and machine learning (ML) within the nodes, amps and modems that comprise the last few miles of Comcast's network.

By implementing these enhanced capabilities across its network, Comcast aims to revolutionize its operations "by automating more network functions."

This transformation will result in an enhanced customer experience driven by improved and "more actionable intelligence."

Additionally, the new chipset will be the first in the world to incorporate DOCSIS 4.0 Full Duplex (FDX), Extended Spectrum (ESD) and the ability to run both simultaneously.

In a separate release, Broadcom announced the immediate availability of Qumran3D, the next generation of the StrataDNX family of single-chip routers.

"The Xfinity 10G Network leverages the latest advancements in edge compute, digital optics and real-time, actionable telemetry to meet and exceed our customers' constantly evolving connectivity needs," said Elad Nafshi, chief network officer at Comcast Cable.

"With this new Unified DOCSIS4 chipset from Broadcom, we can broadly deploy transformational AI network capabilities alongside symmetrical multi-gig speeds."

Comcast and Broadcom are designing and building the new chipset based on CableLabs' DOCSIS 4.0 specifications.

The companies expect to begin trials early in 2024 and to begin deploying the new chipset in live networks before the end of the same year.

AVGO, CMCSA Price Action: Broadcom shares are trading lower by 1.58% to $888.46, while Comcast shares are up 0.64% to $44.54 on Tuesday morning at publication.