Broadcom's Ultra and Jericho Are the Underrated Half of the AI Ethernet Story
BenBajarin · x · 2026-10-17
Analyst Ben Bajarin attended an on-the-record briefing with Broadcom's Core Switching Group at the OCP Global Summit. Key takeaway: 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, via the Ultra and Jericho lines. The firm raised its house view on AI networking accordingly.
More from Infra
- vLLM gets autonomously optimized by AI agents with clear per-step performance gains, a first — vllm_project · 2026-10-17
- Jailbroken PS5s run local AI models at 100+ tokens/s via native PS5LM fork — ControlCAD · 2026-10-17
- 15 of 16 AI stock baskets lost to the S&P this month as SNDK falls 44% from highs — demian_ai · 2026-10-17
- Analyst rebuts 'China floods HBM by 2028' claim, citing 5-7 year DRAM gap — JOBhakdi · 2026-10-17
- Bitter lesson for local LLMs: below 100 TPS, you won't actually use it — TheZachMueller · 2026-10-17
- AI is pulling quantum timelines forward, but hardware is at the vacuum-tube stage — robleclerc · 2026-10-17