Can Growing Adoption of Tomahawk Ultra Boost Broadcom's AI Revenues?
Key Takeaways AVGO's Tomahawk Ultra chip targets rising AI and HPC demand with 46% AI revenue growth in Q2 FY25. The chip offers 51.2 Tbps throughput, ultra-low latency and 1,024 accelerator connections. Pin compatibility with Tomahawk 5 enables faster adoption among hyperscalers and OEMs.Broadcom’s (AVGO) latest Tomahawk Ultra Ethernet switch is a key catalyst for its AI revenues. As the demand for AI and high-performance computing (HPC) infrastructure continues to soar, the company believes that growing ...