AVGO · News · 20261014N

Products and Technology

Broadcom Inc. · 2026-10-14 · Importance 56 · Surprise 82

IP Infusion plans to extend its OcNOS-DC network operating system to open platforms based on Broadcom’s Tomahawk 6 switch platform. The solution is designed for hyperscalers, neoclouds, and data center operators, supporting Scale Up, Scale Out, and Scale Across deployments. Tomahawk 6-based OcNOS is marketed as doubling bandwidth to 102.4 Tbps while reducing latency, total cost of ownership, and operational complexity for AI and cloud networks.

Key facts

• OcNOS-DC on Tomahawk 6 doubles bandwidth to 102.4 Tbps for next-generation AI and cloud networks. source
• Despite the stock dip, Broadcom has "strong AI semiconductor revenue growth forecasts" (as stated in the news digest). source
• Broadcom is described as a digital infrastructure company that designs semiconductors and sells VMware based infrastructure software that generates recurring, high-margin cash flows. source