AI networking and Ethernet switching (Tomahawk, Jericho, Thor Ultra)
Tomahawk 6 switch series is shipping with 102.4 Tbps of switching capacity in one chip. Jericho4 router shipping since August 2025. Thor Ultra 800G AI NIC announced in October 2025.
The numbers
What it is
Ethernet chips for AI and data-center networks. Tomahawk is the high-bandwidth switch family for AI clusters, Jericho is the deep-buffer router family for connecting AI data centers across distance, and Thor Ultra is an 800G AI network interface card. Broadcom does not report networking as a separate revenue line.
Why it matters to the stock. Networking supports the XPU business, because AI clusters need fast switching between accelerators. Strong demand for AI networking products is cited in the fiscal 2025 annual report as a driver of Semiconductor Solutions revenue.
News
Broadcom to show Tomahawk 6, Jericho 4 and co-packaged optics at OCP Global Summit
Broadcom said on October 8, 2026 that it will show its AI networking portfolio at the OCP Global Summit, running October 12 to 15, 2026, in San Jose.
China's SASAC reportedly reviews Broadcom switch use in state-backed data centers
The Financial Times reported on September 23, 2026 that China's State-owned Assets Supervision and Administration Commission has been surveying how much Broadcom networking gear is installed in state-controlled data centers.
Broadcom says Tomahawk 6 switch family is now shipping in production volume
On March 12, 2026, Broadcom said its Tomahawk 6 Ethernet switch family, rated at 102.4 Tbps, had moved into production-volume shipments.