Broadcom Inc. Launches Tomahawk® 6 – Davisson: A Revolution in Co-Packaged Optics for AI Networking

Broadcom launched the Tomahawk® 6 - Davisson Ethernet switch, offering 102.4 Tbps capacity and enhanced efficiency for AI networks.

Quiver AI Summary

Broadcom Inc. has begun shipping its third-generation Co-Packaged Optics (CPO) Ethernet switch, the Tomahawk® 6 – Davisson (TH6-Davisson), which offers an unprecedented switching capacity of 102.4 terabits per second, effectively doubling the bandwidth of existing CPO switches. This innovative platform is designed to meet the increasing demands of AI networking by enhancing power efficiency, link stability, and overall performance, making it suitable for large-scale AI clusters. With advanced optical integration and reduced power consumption—achieving a 70% decrease compared to traditional solutions—the TH6-Davisson ensures reliable connectivity essential for data centers. It operates at 200 Gbps per channel and is compatible with existing optical interconnect standards, positioning Broadcom as a leader in next-generation AI infrastructure. The company is currently sampling the new device to early access customers.

Potential Positives

Broadcom's TH6-Davisson is the industry's first Ethernet switch to deliver 102.4 terabits per second of optically enabled switching capacity, setting a new benchmark for data center performance.
The new platform doubles the bandwidth compared to previous generations, enhancing capabilities for AI networking and addressing significant demands in data center traffic.
It offers a 70% reduction in optical interconnect power consumption, significantly improving energy efficiency for hyperscale and AI data centers.
Designed for interoperability, the TH6-Davisson ensures seamless connectivity with existing standards, facilitating the scaling of next-generation AI and cloud clusters without compromise.

Potential Negatives

None

FAQ

What is the Tomahawk 6 – Davisson switch?

The Tomahawk 6 – Davisson is Broadcom's third-generation Co-Packaged Optics Ethernet switch, designed for AI networking with 102.4 Tbps switching capacity.

How does TH6-Davisson improve energy efficiency?

TH6-Davisson features advanced optical integration and multi-chip packaging, achieving a 70% reduction in optical interconnect power consumption compared to traditional solutions.

What are the key benefits of the TH6-Davisson switch?

It offers doubled bandwidth, improved link stability, enhanced traffic performance, and interoperability with existing networking standards.

Who can benefit from TH6-Davisson?

Data centers scaling AI infrastructure, hyperscale cloud providers, and organizations seeking efficient, high-performance networking solutions will benefit from TH6-Davisson.

When will TH6-Davisson be available?

Broadcom is currently sampling the TH6-Davisson to early access customers and partners; interested parties should contact Broadcom representatives for details.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$AVGO Congressional Stock Trading

Members of Congress have traded $AVGO stock 24 times in the past 6 months. Of those trades, 16 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:

REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $315,000 on 09/17, 08/15, 08/13, 07/29, 07/18 and 0 sales.
SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/18.
REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/25.
REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/11 and 1 sale worth up to $15,000 on 06/10.
REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/11.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 06/11.
REPRESENTATIVE VAL T. HOYLE purchased up to $15,000 on 06/06.
REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 05/14.
REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 0 purchases and 2 sales worth up to $300,000 on 05/12, 04/17.
REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
REPRESENTATIVE KELLY MORRISON has traded it 2 times. They made 2 purchases worth up to $65,000 on 04/11 and 0 sales.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$AVGO Insider Trading Activity

$AVGO insiders have traded $AVGO stock on the open market 97 times in the past 6 months. Of those trades, 3 have been purchases and 94 have been sales.

Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:

HENRY SAMUELI has made 0 purchases and 13 sales selling 842,695 shares for an estimated $250,357,760.
HOCK E TAN (President and CEO) has made 0 purchases and 6 sales selling 445,912 shares for an estimated $134,838,216.
MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 27 sales selling 152,204 shares for an estimated $39,861,686.
KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 21 sales selling 104,979 shares for an estimated $28,017,294.
CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 20 sales selling 16,397 shares for an estimated $4,785,269.
JUSTINE PAGE has made 0 purchases and 6 sales selling 4,800 shares for an estimated $1,285,840.
HARRY L. YOU has made 3 purchases buying 3,550 shares for an estimated $1,227,870 and 0 sales.
GAYLA J DELLY sold 3,000 shares for an estimated $795,390

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$AVGO Hedge Fund Activity

We have seen 2,172 institutional investors add shares of $AVGO stock to their portfolio, and 1,622 decrease their positions in their most recent quarter.

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FMR LLC added 15,242,268 shares (+15.0%) to their portfolio in Q2 2025, for an estimated $4,201,531,174
PRICE T ROWE ASSOCIATES INC /MD/ added 12,640,424 shares (+19.3%) to their portfolio in Q2 2025, for an estimated $3,484,332,875
CAPITAL INTERNATIONAL INVESTORS removed 12,484,722 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $3,441,413,619
JANE STREET GROUP, LLC removed 7,333,469 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $2,021,470,729
CAPITAL WORLD INVESTORS removed 6,799,578 shares (-4.4%) from their portfolio in Q2 2025, for an estimated $1,874,303,675
VANGUARD GROUP INC added 6,222,802 shares (+1.3%) to their portfolio in Q2 2025, for an estimated $1,715,315,371
SG AMERICAS SECURITIES, LLC removed 6,152,945 shares (-43.0%) from their portfolio in Q2 2025, for an estimated $1,696,059,289

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$AVGO Analyst Ratings

Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 20 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Keybanc issued a "Overweight" rating on 09/30/2025
Macquarie issued a "Outperform" rating on 09/15/2025
Mizuho issued a "Outperform" rating on 09/12/2025
Argus Research issued a "Buy" rating on 09/08/2025
Barclays issued a "Overweight" rating on 09/05/2025
Citigroup issued a "Buy" rating on 09/05/2025
Evercore ISI Group issued a "Outperform" rating on 09/05/2025

To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.

$AVGO Price Targets

Multiple analysts have issued price targets for $AVGO recently. We have seen 25 analysts offer price targets for $AVGO in the last 6 months, with a median target of $370.0.

Here are some recent targets:

John Vinh from Keybanc set a target price of $420.0 on 09/30/2025
Arthur Lai from Macquarie set a target price of $420.0 on 09/15/2025
Vijay Rakesh from Mizuho set a target price of $410.0 on 09/12/2025
Jim Kelleher from Argus Research set a target price of $375.0 on 09/08/2025
William Stein from Truist Securities set a target price of $365.0 on 09/05/2025
Harsh Kumar from Piper Sandler set a target price of $375.0 on 09/05/2025
Joseph Moore from Morgan Stanley set a target price of $382.0 on 09/05/2025

Full Release

PALO ALTO, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced that it is now shipping Tomahawk® 6 – Davisson (TH6-Davisson), the company’s third-generation Co-Packaged Optics (CPO) Ethernet switch. Designed specifically for the accelerating demands of AI networking, TH6-Davisson is the industry’s first to deliver an unprecedented 102.4 terabits per second of optically enabled switching capacity. Doubling the bandwidth of any CPO switch available today, TH6-Davisson sets a new benchmark for data center performance. Built on Broadcom’s foundation of CPO innovation and field shipments, the platform doubles the bandwidth of any CPO switch available today, while delivering major advancements in power efficiency and traffic stability to unlock optical interconnect performance required to scale-up and scale-out the world’s most demanding AI clusters.

“TH6-Davisson, our third-generation CPO Ethernet switch, represents a significant advancement for AI infrastructure,” said Near Margalit, Vice President and General Manager, Optical Systems Division, Broadcom. “By enhancing link stability and energy efficiency, we’re enabling smoother, more cost-effective AI model training. We designed this platform to scale large AI clusters by delivering on the three imperatives for optical interconnect: higher model FLOPs utilization, reduced job interruptions, and improved cluster reliability.”

CPO: Purpose-Built for AI Networking

The rise of large-scale AI training and inference is driving unprecedented east-west traffic in data centers, as XPUs and GPUs exchange vast datasets across tens of thousands of servers. Traditional pluggable optics are straining under this growth—consuming more power, introducing higher latency, and demanding larger system footprints. TH6-Davisson embodies Broadcom’s lead-edge and robust CPO architecture that has been fine-tuned over multiple generations of development to overcome these barriers and deliver the bandwidth, efficiency, and reliability required for next-generation AI networks.

World-Class Energy Efficiency

TH6-Davisson was architected from the ground up for power efficiency. By heterogeneously integrating TSMC Compact Universal Photonic Engine (TSMC COUPE™) technology-based optical engines with advanced substrate-level multi-chip packaging, the switch dramatically reduces the need for signal conditioning and minimizes trace loss and reflections. The result is a 70% reduction in optical interconnect power consumption—more than 3.5x lower than traditional pluggable solutions—delivering a step change in energy efficiency for hyperscale and AI data centers.

Improved Link Stability and Traffic Performance

As AI training jobs scale, link stability has become a critical bottleneck, with even minor interruptions causing measurable losses in XPU and GPU utilization. TH6-Davisson addresses this challenge by directly integrating optical engines onto a common package with the Ethernet switch. This highly integrated design eliminates many of the sources of manufacturing and test variability inherent in pluggable transceivers. The result is significantly improved link flap performance and higher cluster reliability as validated by a TH5-Bailly link flap study here .

Bandwidth Improvement and Interoperability

Operating at 200 Gbps per channel, TH6-Davisson doubles the line rate and overall bandwidth of Broadcom’s second-generation TH5-Bailly CPO solution. Designed for interoperability, it seamlessly interconnects with DR-based transceivers as well as LPO and CPO optical interconnects running at 200 Gbps per channel. This ensures frictionless connectivity with the industry’s most advanced NICs, XPUs, and fabric switches, enabling next-generation AI and cloud clusters to scale without compromise.

CPO Roadmap

Leveraging the advanced CMOS nodes and continuous breakthroughs in device technology, Broadcom is now developing its fourth-generation CPO solution. The new generation will double per-channel bandwidth to 400 Gbps while achieving greater levels of energy efficiency, further extending Broadcom’s leadership in enabling the scale and sustainability of future AI and cloud networks.

TH6-Davisson BCM78919 Product Highlights

102.4 Tbps Switching Capacity
16 x 6.4 Tbps Davisson DR Optical Engines
200 Gbps per link bandwidth
Field-Replaceable ELSFP Laser Modules
Supports Scale-Up cluster size of 512 XPUs and up to 100,000+ XPUs in two-tier networks at 200 Gbps per link
IEEE 802.3 Compliance — Interoperable with existing 400G and 800G standards.

Availability
Broadcom is currently sampling the TH6-Davisson BCM78919 device to its early access customers and partners. Contact your local Broadcom sales representative for samples and pricing. For more information on Broadcom CPO, please click here .

Supporting Quotes:

Gavin Cato, Sr. VP & GM of Portfolio Solutions & AI Platform Engineering, Celestica
"We are pleased that Broadcom continues to drive innovation with the launch of its new TH6-Davisson CPO solution. TH6-Davisson's advanced optical integration, optimized power efficiency, and enhanced performance will present a compelling value proposition that aligns with Celestica’s strategy to deliver next-generation AI infrastructure and workload deployments."

Benoit Fleury, CPO Business Director, Corning Optical Communications
“Corning continues to collaborate closely with Broadcom to ensure that their CPO connectivity needs can be met with a high degree of performance and reliability as AI-enabled data centers continue to scale. We are continuously innovating to enable increasingly powerful and efficient AI networks, such as complete faceplate-to-chip optical assemblies for TH6-Davisson systems, and we are excited to continue collaborating with Broadcom toward their next generation CPO systems.”

Praveen Jain, SVP & GM, Data Center Networking at HPE
“HPE is proud to continue our collaboration with Broadcom on TH6-Davisson for our next-generation of HPE Networking AI-native solutions. Together, we can enable cloud customers to unlock new levels of efficiency, reliability and performance, paving the way for the next era of AI infrastructure.”

Andrew Qu, CEO of Micas Networks
"At Micas, we have partnered with Broadcom across its first two generations of CPO engines, and its most recent CPO engine, Bailly, has undergone millions of hours of testing and demonstrated exceptional reliability. All the data points to a turning point for hyperscaler adoption of CPO. The timing of Tomahawk® 6 – Davisson could not be better. As the industry scales out AI networks with 800G today and prepares for 1.6T interconnects, Davisson delivers the great power savings, CAPEX efficiency, and rock-solid stability needed to confidently build the next generation of large-scale AI infrastructure."

Prasad Venugopal, VP HW Engineering at Nexthop AI
"NextHop is proud to collaborate with Broadcom on the 102.4T, Tomahawk-6 switch based on Broadcom’s third-generation Davisson Co-Packaged Optics (CPO). This architecture delivers a significant reduction in power consumption (pJ/bit) and increased scalability in support of hyperscaler AI factories, at unmatched price/performance. Coupled with Nexthop’s hardened SONiC, our hyperscale customers can get a complete, highly reliable system with all the benefits of the CPO."

Sajiv Dalal, President of TSMC North America
“TSMC is dedicated to collaborating with industry innovators like Broadcom to drive energy-efficient, high-performance breakthroughs that meet the growing demands of AI and enable scalable technologies for next-generation networks. By leveraging our COUPE process, advanced semiconductor manufacturing expertise, and through a close partnership, we are proud to support Broadcom in bringing the Tomahawk 6 – Davisson platform to fruition.”

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com .

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