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 adoption of this cutting-edge chip will significantly boost its AI revenues,

Broadcom's headline silicon for SUE is the newly announced Tomahawk Ultra, a 51.2 Tbps switch ASIC that's been specifically tuned to compete with Nvidia's InfiniBand in traditional supercomputers and HPC clusters, as well as NVLink in rack-scale-style deployments akin to Nvidia's GB200 NVL72 or AMD's Helios.

With the launch of the Tomahawk Ultra, Broadcom wants to take advantage of the increasing shift away from Nvidia’s InfiniBand-based scale-up interconnect system, NVLink. The chipmaking giant touted that, when deployed on its Scale-Up Ethernet (SUE), the Tomahawk Ultra can scale to 1024, compared to NVLink’s 72.