by Chris DePuy, 650 Group / October 9, 2026 This week, Broadcom announced its 2026 OCP Global Summit slate, placing its AI networking lineup — the Tomahawk 6 and Tomahawk Ultra switch families with Jericho 4, Thor NICs at 800G (Thor Ultra) and 400G (Thor 2), and the third-generation TH6-Davisson… Read More »Broadcom’s OCP Slate: Tomahawk 6 Davisson CPO and Ethernet for 100,000-Accelerator Clusters
Networking stands as the heart of AI factories. In my recent fireside chat with NVIDIA SVP of Networking Gilad Shainer, we examined the rapid architecture shifts as the industry enters the 800G upgrade cycle. Bandwidth explodes, scale-out ramps, and the 800G market surges in size. We project the 800G market… Read More »Ethernet Switching is the Heart of AI Factories
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups IntroductionAs we kick off 2026, the data center networking landscape is more important than ever, propelled by AI and new sovereign/Neoclouds forming. Rack-scale is the new unit of compute and that is driving scale-out and scale-up as the… Read More »Navigating the Explosion in Data Center Networking Demand
