AVGO · News · 20261019N

Products and Technology

Broadcom Inc. · 2026-10-19 · Importance 31 · Surprise 42 · In source text

Broadcom’s Tomahawk 6-Davisson platform is expanding co-packaged optics (CPO) capabilities for AI data-center switching. Micas Networks announced three switches based on Tomahawk 6, including a compact CPO switch expected to enter production in early 2027. The Davisson platform can deliver 102.4 terabits per second, described as twice the capacity of any other CPO switch available at its October 2025 launch. Meta has reportedly tested Broadcom’s CPO technology for 1 million port-hours, while the Micas launch could broaden adoption beyond large cloud providers.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositivecontingent—On October 13, Micas Networks announced three new switches built on Broadcom's Tomahawk 6 chip, including a compact CPO switch using…