Broadcom at OCP: Tomahawk 2.0's underrated halves — Ultra and Jericho
BenBajarin · x · 2026-10-17
Creative Strategies' Ben Bajarin published notes from Broadcom's Core Switching Group briefing at OCP. Key takeaways: investors already understand Tomahawk, but the next leg of Broadcom's networking business sits on either side of it — scale-up inside the compute domain and scale-across between buildings; larger AI clusters need inter-building routing, and deep buffers absorb congestion over distance, making Jericho part of the AI infrastructure budget. The firm raised its house view on AI networking.
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