Analyst: Broadcom's Jericho Roadmap Undervalued, Half the AI Ethernet Story Missed

After briefing Broadcom's core switching team at the OCP Global Summit, analyst Ben Bajarin argues investors fully understand Tomahawk but overlook the Ultra and Jericho roadmaps. He believes half of Broadcom's AI Ethernet story remains undervalued.

2026-10-17 ~ 2026-10-17 · 2 related posts

• Broadcom at OCP: Tomahawk 2.0's underrated halves — Ultra and Jericho — BenBajarin · 2026-10-17
• Broadcom's Ultra and Jericho Are the Underrated Half of the AI Ethernet Story — BenBajarin · 2026-10-17