It based that growth forecast on the high demand for its Jericho 3 Ethernet switches, which are designed for AI networks. Despite investors' enthusiasm for Broadcom's AI business, a broader sense ...

The Tomahawk 3 series represents the industry’s first shipping ... in developing a rich portfolio of open networking platforms based on Broadcom's Trident, Tomahawk, and Jericho series of network ...

Broadcom doubled its AI XPU shipments across its 3 hyperscaler customers in q4'24. The firm also realized 4x growth in AI connectivity revenue, primarily driven by Tomahawk and Jericho shipments.

Broadcom Inc.'s stock ... revenue from Tomahawk and Jericho shipments. AI networking contributed 76% of networking revenue, implying AI networking revenue of ~$3.4 billion, and custom accelerator ...

Company saw a four-fold increase in AI connectivity revenue driven by Tomahawk and Jericho ... 3 billion in the first quarter, up from $2.7 billion in the previous quarter. Why It Matters ...

Did Broadcom's rally go too far ... It based that growth forecast on the high demand for its Jericho 3 Ethernet switches, which are designed for AI networks. There wasn't a clear trigger for ...