- Broadcom is set to launch an AI networking platform at the OCP Global Summit, October 12-15, 2026.
- The lineup includes Tomahawk 6 and Tomahawk Ultra switches, Thor Ultra 800G NICs, and third-generation TH6 Davisson co-packaged optics.
- The platform targets hyperscale deployments with more than 100,000 AI accelerators.
- Execution depends on converting demonstrations into disclosed AI networking wins and sustaining 73% Q4 2026 gross margin guidance.
- Analysts project substantial Broadcom revenue and earnings growth by 2029, with some forecasts predating this launch.
Quotes
“visible AI networking demand”
“large AI clusters”