Latest news with #RamVelaga
Yahoo
4 days ago
- Business
- Yahoo
Broadcom (AVGO)'s New Tomahawk 6 Chip Boosts AI Potential, Analysts Stay Bullish Ahead of Earnings
We recently published a list of . In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other buzzing AI stocks on latest news and ratings. On June 4th, Seaport reiterated Broadcom Inc. (NASDAQ:AVGO) as 'Buy,' stating that it is bullish on the company's new Tomahawk chip. The firm also said that it is sticking with the stock heading into earnings on Thursday. In a Monday report, Reuters unveiled that Broadcom has begun shipping the Tomahawk chip, which is its latest networking chip that aims to speed AI. A technician working at a magnified microscope, developing a new integrated circuit. The chip promises double the performance compared with the prior version and other traffic control features, making it significantly more efficient. According to Ram Velaga, a Broadcom senior vice president, the chip can be used to construct the larger data centers that are necessary for AI. These can be over 100,000 graphics processors (GPUs) strung together. 'Broadcom launched its flagship networking chip, Tomahawk 6. Broadcom has a very strong track record in networking. The new chip firmly positions the company as the leading contender against Nvidia for the AI compute market.' Analysts on Wall Street currently have a consensus 'Buy' rating on the stock. The average price target of $252 implies a 3% upside, however, the Street-high target of $301 implies an upside of 15%. Broadcom is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets. Overall, AVGO ranks 2nd on our list of buzzing AI stocks on latest news and ratings. While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Time of India
6 days ago
- Business
- Time of India
Broadcom ships latest networking chip to speed AI
HighlightsBroadcom has launched its latest networking chip, the Tomahawk 6, which offers double the performance of its predecessor and enhanced traffic control features. The Tomahawk 6 is designed to support the construction of large-scale data centers for artificial intelligence applications, potentially accommodating over 100,000 graphics processing units (GPUs). This new chip utilizes a chiplet design, which has become popular among chip manufacturers, and is being produced using Taiwan Semiconductor Manufacturing Company's advanced three nanometer process. Broadcom has begun to ship its latest networking chip that aims to speed AI, the company said on Tuesday. The chip, called the Tomahawk 6 , boasts double the performance compared with the prior version and other traffic control features that make the networking chip significantly more efficient, Ram Velaga, a Broadcom senior vice president, told Reuters in a Monday interview. The speed boost means that fewer networking switches are needed to perform the same task, Velaga said. Broadcom's networking chips have gained increased importance because of AI. When constructing the necessary data centers for AI applications, infrastructure builders must string together hundreds or thousands of chips. Building large-scale clusters of networked chips requires specialized networking gear and chips, of which the Tomahawk series of processors is one such component. With the Tomahawk 6, Broadcom's engineers have boosted its speed and capabilities to the point where it can be used to construct the larger data centers that are necessary for AI, which can be over 100,000 graphics processors (GPUs) strung together, Velaga said. "In a couple of years, you will start to see a million GPUs housed inside a physical building," he said. Broadcom's networking chips use the Ethernet networking protocol, which has been a networking standard for decades. Nvidia produces hardware that uses a rival tech called InfiniBand and several products based on Ethernet. "All of these networks can be very simply done on Ethernet, you don't need esoteric technologies," Velaga said. The Tomahawk 6 is the first product in that line that will use several chips combined into a single package, a tech known as chiplets that is widely adopted by other chip designers such as Advanced Micro Devices. Adding chiplets roughly doubled the amount of silicon area used in the design, Velaga said. Broadcom is producing the Tomahawk switch on Taiwan Semiconductor Manufacturing Co's three nanometer process.
Channel Post MEA
6 days ago
- Business
- Channel Post MEA
Broadcom Launches Tomahawk 6 - 102.4 Tbps Switch
Broadcom has announced that it is now shipping the Tomahawk 6 switch series, delivering the world's first 102.4 Terabits/sec of switching capacity in a single chip – double the bandwidth of any Ethernet switch currently available on the market. With unprecedented scale, energy efficiency, and AI-optimized features, Tomahawk 6 is built to power the next generation of scale-up and scale-out AI networks, delivering unmatched flexibility with support for 100G/200G SerDes and co-packaged optics (CPO). It offers the industry's most comprehensive set of AI routing features and interconnect options, designed to meet the demands of AI clusters with more than one million XPUs. 'Tomahawk 6 is not just an upgrade – it's a breakthrough,' said Ram Velaga, senior vice president and general manager, Core Switching Group, Broadcom. 'It marks a turning point in AI infrastructure design, combining the highest bandwidth, power efficiency, and adaptive routing features for scale-up and scale-out networks into one platform. Demand from customers and partners has been unprecedented. Tomahawk 6 is poised to make a rapid and dramatic impact on the deployment of large AI clusters.' 'AI clusters are scaling from tens to thousands of accelerators, turning the network into a critical bottleneck while expected to deliver unprecedented bandwidth and latency,' said Kunjan Sobhani, lead semiconductor analyst, Bloomberg Intelligence. 'By breaking the 100Tbps barrier and unifying scale-up and scale-out Ethernet, Broadcom's Tomahawk 6 gives hyperscalers an open, standards-based fabric—free of proprietary lock-in—and a clear, flexible path to the next wave of AI infrastructure.' Flexible Connectivity Options with Co-Packaged Optics Support The innovations of Tomahawk 6 extend far beyond the chip, delivering full system-level power efficiency and cost savings, enabled by Broadcom's best-in-class SerDes and optics ecosystem. With industry-leading 200G SerDes, it provides the longest reach for passive copper interconnect, enabling high-efficiency, low-latency system design with the highest reliability and lowest total cost of ownership (TCO). The Tomahawk 6 family includes a groundbreaking option for 1,024 100G SerDes on a single chip, enabling customers to deploy AI clusters with extended copper reach and efficient use of XPUs and optics with native 100G interfaces. For systems requiring optical connectivity, Tomahawk 6 will also be available with co-packaged optics, providing the lowest power and latency while reducing link flaps and improving long-term reliability – essential advantages for hyperscale AI network operators. The Tomahawk 6 CPO solution builds upon the technology Broadcom delivered with CPO versions of Tomahawk 4 and 5. AI-Optimized Routing for Scale-Up and 1M+ XPU Scale-Out Networks Tomahawk 6's architecture enables unified networks for AI training and inference at unprecedented scale. Cognitive Routing 2.0 in Tomahawk 6 features advanced telemetry, dynamic congestion control, rapid failure detection, and packet trimming, enabling global load balancing and adaptive flow control. These capabilities are tailored for modern AI workloads, including mixture-of-experts, fine-tuning, reinforcement learning, and reasoning models. With scale-out and scale-up networking support, Tomahawk 6 meets all networking demands for emerging 100,000 to one million XPU clusters. Leveraging Ethernet for both scale-out and scale-up interfaces offers significant advantages for network operators, enabling them to use a unified technology stack and consistent operational tools across the entire AI fabric. It also enables fungible interfaces where cloud operators can dynamically partition their XPU assets into the optimal configuration for different customer workloads. The momentum behind Tomahawk 6 and Ethernet for all backend networking needs is unmistakable. Multiple deployments are planned with more than 100,000 XPUs using Tomahawk 6 for both the scale-out and scale-up interconnect. Open Scale-Up Innovation with the Scale Up Ethernet (SUE) Framework Tomahawk 6 is designed to be part of a vibrant, open scale-up Ethernet ecosystem. To this end, Broadcom is enabling the industry with open specifications for efficient scale-up interfaces for XPUs and NICs. The SUE Framework was announced by Broadcom at Open Compute Project (OCP) Dublin in April 2025. Open, End-to-End Platform for AI Infrastructure Broadcom's end-to-end Ethernet AI platform includes the Tomahawk and Jericho switch families, Thor NICs, Agera retimers, Sian optical DSPs, co-packaged optics, and software development kits – delivering a complete solution for next-generation AI infrastructure. Tomahawk 6 is a key proof point for Broadcom's commitment to enabling Ethernet for both scale-up and scale-out. Tomahawk 6 is Ultra Ethernet Consortium compliant and supports modern AI transports, congestion signaling, and telemetry for large, distributed training environments. It also supports arbitrary network topologies, including scale-up, Clos, rail-only, rail-optimized, and torus. Tomahawk 6 Series Key Benefits: 102.4 Tbps of Ethernet switching in a single chip Scale-up cluster size of 512 XPUs 100,000+ XPUs in a two-tier scale-out network at 200 Gbps/link 200G or 100G PAM4 SerDes with support for long-reach passive copper Option for co-packaged optics Cognitive Routing 2.0 Unmatched power and system efficiency for AI training and inference Works with any NIC or XPU Ethernet endpoint Support for arbitrary topologies, including scale-up, Clos, rail-only, rail-optimized, and torus Compliant with Ultra Ethernet Consortium specifications 0 0
Yahoo
6 days ago
- Business
- Yahoo
Broadcom Just Dropped a Chip That Could Supercharge 100,000 GPUs
Broadcom (NASDAQ:AVGO) is making a bold move to grab a bigger slice of the red-hot AI infrastructure pie. Over the weekend, the company began shipping its Tomahawk 6 chipits most powerful data center switch to date. Why does this matter? Because when you're running a supercomputer with 100,000+ GPUs, speed isn't just about the chipsit's about how fast they talk to each other. And that's exactly what Tomahawk 6 is built for. Ram Velaga, Broadcom's SVP of Core Switching, says the new chip can do the work of six old ones. That could mean faster AI training, better inference, and lower infrastructure bloat for the same GPU count. The underlying problem? Most GPUseven the powerful ones from Nvidia (NASDAQ:NVDA)are sitting idle 60% to 70% of the time, waiting for the network to catch up. Think of it like race cars stuck in traffic. Broadcom's switch could unclog those lanes. Early customers, including top cloud providers and networking firms, are already deploying the new chip to stitch together some of the world's largest GPU clusters. No names were dropped, but Velaga hinted at rollouts involving over 100,000 GPUs. Given that you typically need one switch for every 10 GPUs, the upside here could be huge. And while Tomahawk 6 won't come cheapcosting nearly double its predecessorBroadcom believes the performance payoff justifies the premium. Velaga didn't give an exact price but noted it's below $20,000 per unit, with bulk discounts likely in play. Full availability is coming in July. With AI data centers racing to optimize every watt, every connection, and every dollar, Broadcom might've just positioned itself as an indispensable piece of the next-generation AI stack. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
6 days ago
- Business
- Bloomberg
Stock Movers: Wells Fargo, Broadcom, Dollar General
On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Wells Fargo (WFC) finally escaped a Federal Reserve asset cap that has restricted its size for more than seven years, unleashing the firm from the unprecedented punishment in a major win for Chief Executive Officer Charlie Scharf. The bank's shares surged. The Fed said in a statement Tuesday that Wells Fargo met all conditions required by an enforcement action imposed on the bank in 2018 to remove the restriction. The central bank completed its review of Wells Fargo's remediation efforts and third-party assessments, as well as its own assessment of the bank's corporate governance and risk management programs, it said. - Broadcom (AVGO) began shipping a new version of its data center switch chips that can boost the efficiency of AI accelerators, aiming to take a bigger role in the booming market for artificial intelligence computing. Shares rose on the news. The company started delivering the Tomahawk 6 switch chips to customers over the weekend, and the product will be broadly available in July, said Ram Velaga, senior vice president and general manager of Broadcom's Core Switching Group. Switches, a central piece of networking equipment, allow computers to communicate with one another. A single new Tomahawk 6 can do the work of six of the previous versions, Broadcom said. - Dollar General (DG) surged after increasing its annual guidance, helped by luring more higher-income shoppers looking for deals. The discount chain also said it expects to mitigate a significant amount of the tariffs currently in place. The company sees same-store sales gaining as much as 2.5% this fiscal year, up from guidance in March calling for an increase as high as 2.2%. The retailer also nudged up expectations for earnings per share.
