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
How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet’s trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in… Read More »In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
How Ethernet, AI Infrastructure, and ecosystem partnerships are driving a $70B+ market shift Introduction Networking plays a key role in AI buildouts. From a user’s perspective, we might see this as a faster response time or better results, but behind the scenes, the network plays the vital role of connecting… Read More »Cisco and the Future of AI Networking
