Broadcom takes a Tomahawk to Nvidia's AI networking empire
Briefly

Broadcom has launched its Tomahawk 6 chip, which doubles the bandwidth compared to its predecessor, signaling a significant push into AI networks where Ethernet is gaining traction. With the rise of AI clusters utilizing Ethernet, Broadcom aims to compete with Nvidia’s InfiniBand technology. Analysts reveal that Ethernet has overtaken InfiniBand in market share for AI applications. The TH6's rollout is expedited, promising switches available as early as summer, with capabilities to support up to 512 ports at 200Gbps, positioning Broadcom as a formidable competitor in the networking space.
The Tomahawk 6 chip doubles the bandwidth of its predecessor, marking Broadcom's aggressive push to establish Ethernet as a competitive player in AI networking.
Analysts suggest that Ethernet has now surpassed InfiniBand's market share for AI networking, driven by the rising demand for high-performance interconnects.
Broadcom plans to expedite the release of its Tomahawk 6 lineup, with the first switches expected as soon as this summer, significantly faster than usual rollout times.
The TH6 switch can support up to 512 ports at 200Gbps, positioning Broadcom's offering to be competitive with Nvidia's upcoming Spectrum solutions.
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