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 ...

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.

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 ...

AI-led growth acceleration has a long runway in ... AI XPU shipments to our 3 hyperscale customers and 4x growth in AI connectivity revenue, driven by our Tomahawk and Jericho shipments globally.

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 ...