Broadcom
Maker of the Tomahawk and Jericho switch chips used in most data center networks, and owner of VMware.
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Ethernet gains ground on InfiniBand across AI fabric tiers
Broadcom Tomahawk 6 and Ultra chips now target scale-up and scale-out workloads, encroaching on NVIDIA's proprietary fabric turf. Data points to stronger Ethernet adoption across all three scaling dimensions, suggesting lower InfiniBand penetration and shift toward multi-vendor Ethernet ecosystems.
Why it matters Tomahawk 6 Davisson CPO now competes directly with InfiniBand NDR for tightly-coupled training—Ethernet is no longer just a scale-out choice.
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HPE lifts AI networking order target to $3 billion
HPE raises fiscal 2026 Networks for AI order target to $3 billion. Post-Juniper integration shows 117% networking revenue growth YoY through July 2026; networking now 26% of HPE segment revenue. QFX5250 switches on Broadcom Tomahawk 6 (102.4 Tbps) and MX301 routers shipping to cloud and hyperscaler customers. HPE targeting $800M cost synergies by FY28.
Why it matters Demonstrates integrated routing/switching/telemetry stacks command premium pricing in AI infrastructure. Distributed AI workloads and data center interconnect drive routing growth at 20%+ CAGR, shifting network capex composition toward layer 3 intelligence and multi-vendor scale-out fabrics.
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102.4T switch silicon ships as 1.6T Ethernet nears
Market analysis of 2026 Ethernet switch ASIC landscape covering 800G production deployments, 102.4T silicon (Broadcom Tomahawk 6, Cisco Silicon One G300), and 1.6T-ready platforms. Details 224G SerDes as foundational technology for 1.6T and beyond, with Ethernet Alliance roadmap context.
Why it matters Synthesizes ASIC and optics roadmaps for 2026-2027 fabric planning, confirming 800G as deployment standard and providing visibility into 1.6T timeline and vendor silicon options.
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Broadcom Tomahawk 6 reaches volume production at 102.4 Tbps
Broadcom announced production volume for Tomahawk 6 family switch silicon with 102.4 Tbps capacity and support for 1.6T Ethernet ports. The Tomahawk 6 includes conventional switch variants (BCM78910 and BCM78914) and a co-packaged optics variant (BCM78919 Davisson) with 16 x 6.4 Tbps optical engines.
Why it matters First-generation 1.6T switch silicon in volume production accelerates hyperscaler adoption of ultra-dense AI fabrics and drives CPO architecture maturity for scale-out deployments.
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Multi-vendor 1.6T Ethernet interoperability validated at OFC 2026
Multi-vendor 1.6T Ethernet interoperability was validated live at OFC 2026 with 40+ companies demonstrating 200G/lane transceivers and silicon. Keysight and Broadcom showed UEC Link Layer Retry and Credit-Based Flow Control at full 800GbE line rate for the first time publicly.
Why it matters 1.6T multi-vendor sourcing now carries significantly reduced integration risk; UEC link-layer features enable lossless credit-based forwarding to reduce AI fabric tail latency at scale.
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Broadcom Launches VMware AI Factory: Bare-Metal to Model in Hours via MetalSoft Integration
Broadcom unveiled VMware AI Factory, a software-defined foundation designed to help enterprises deploy, govern, and secure AI workloads from bare-metal infrastructure through to live model inference. A partnership with MetalSoft delivers integrated bare-metal automation that drops provisioning time from weeks to minutes, unifying software and hardware lifecycle into a single operational model through the VCF management console.
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AI Data Center Networking: Scale Up, Out, and Across with 102.4T Ethernet
Vendors including Cisco, Broadcom, and Nvidia are converging on 51.2-102.4 Tbps Ethernet switching silicon with deeper buffering and load-balancing strategies to keep GPU utilization high. Cisco's Silicon One G300 is expected to ship by year-end, marking a critical inflection point where the network becomes a primary determinant of cluster efficiency rather than an afterthought bolted onto compute infrastructure.
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Arista Networks Q2 2026: $3.04B Revenue on AI Networking Acceleration, Q3 Guidance Raised to $3.30B
Arista Networks reported Q2 2026 revenue of $3.04 billion with net income of $1.21 billion, raising Q3 guidance to $3.30 billion driven by accelerating demand for AI-driven network deployments. The company's 7060XE7 series 1.6T switches are set to ship in Q4 2026, competing directly with Broadcom Tomahawk 6-based offerings and DriveNets scheduled Ethernet fabric.
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Anthropic Locks In $71B in Compute Commitments Across AWS, Google, Broadcom Amid Revenue Acceleration
Anthropic revealed $71 billion in compute commitments across AWS, Google Cloud, and Broadcom partnerships. The company's run-rate revenue surpassed $30 billion, with over 1,000 business customers each spending $1M+ annually on Claude services, demonstrating enterprise demand acceleration.
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2026 Data Center Networking Report: NVLink Scales Rack-Wide, Ethernet Reaches 100K+ Clusters, Standards Consolidate
Comprehensive technical analysis reveals NVIDIA NVLink 5 advancing to 1.8 TB/s per-GPU bandwidth with NVL72 rack-scale systems, while open alternatives (UALink, Ethernet-based ESUN) move from specification to hardware production in late 2026/2027. Co-packaged optics (CPO) and linear pluggable optics (LPO) architectures are becoming standard for 800G+ deployments, with 1.6 Tbps links entering early production.
Coverage history
9 earlier storiesAugust 2026 1
- Aug 2AMD Advancing AI 2026: Helios Rack Pricing at $5.25M, UALink Adoption as Critical Swing FactorTech Insider
July 2026 6
- Jul 202026 Data Center Networking – NextGenInfra InsightsNextGenInfra
- Jul 15Redefining Network Operations in the Age of Agentic AI: Maintaining Engineer Expertise During Autonomous TransitionsBroadcom Network Observability
- Jul 13Broadcom showcases industry-leading AI infrastructure solutions at OFC 2026Broadcom Inc.
- Jul 9What's New in Network Observability for Summer 2026: Agentic AI, Alert Noise Reduction, Device Lifecycle AutomationBroadcom Academy Blog
- Jul 9GigaOm 2026 Radar: Network Observability Market Shift to Unified Intelligence and Automated Noise ReductionBroadcom Network Observability
- Jul 2When the GPUs are waiting for the networkAixia