Broadcom has launched the Tomahawk Ultra Ethernet switch, designed for high-performance computing and AI workloads, offering ultra-low latency and lossless networking.
Quiver AI Summary
Broadcom Inc. has announced the shipment of its new Ethernet switch, the Tomahawk Ultra, designed for high-performance computing (HPC) and artificial intelligence (AI) workloads. This innovative switch is capable of ultra-low latency at 250 nanoseconds and supports a throughput of 51.2 terabits per second, addressing the needs for high reliability and efficiency in demanding computing environments. Tomahawk Ultra incorporates advanced features like adaptable Ethernet headers, lossless networking, and In-Network Collectives, which improve performance by reducing network overhead and managing data transmission more effectively. This switch is also compatible with existing systems, ensuring a quick market introduction for AI training clusters and supercomputing applications. Broadcom's broader strategy includes the introduction of SUE-Lite, a variation of its Scale-Up Ethernet specification tailored for resource-sensitive applications, further solidifying its commitment to driving Ethernet innovations in AI and HPC.
Potential Positives
- Announcement of the Tomahawk Ultra Ethernet switch highlights Broadcom's leadership in semiconductor technology and innovation for high-performance computing (HPC) and AI workloads.
- Tomahawk Ultra offers industry-leading performance metrics, including ultra-low latency of 250ns and throughput of 51.2 Tbps, significantly enhancing network efficiency and reliability for demanding applications.
- The introduction of SUE-Lite, an optimized version of the SUE specification, promotes broader adoption of Ethernet in AI platforms by reducing power consumption and silicon footprint.
- Significant endorsements from industry leaders and collaboration with multiple technology partners underscore the strong market potential and competitive advantages of the Tomahawk Ultra in the AI and HPC sectors.
Potential Negatives
- High dependency on the success of the Tomahawk Ultra technology may pose risks if the product fails to meet market expectations in performance or reliability.
- The press release does not address potential limitations or challenges in deploying the Tomahawk Ultra in existing infrastructures, which may deter some customers from adoption.
- There is a lack of detailed financial projections or market share goals related to Tomahawk Ultra, which could raise concerns about the product's anticipated impact on the company's overall performance.
FAQ
What is the Tomahawk Ultra Ethernet switch?
The Tomahawk Ultra is Broadcom's new Ethernet switch designed for high-performance computing (HPC) and AI workloads, offering ultra-low latency and massive throughput.
What are the key features of Tomahawk Ultra?
It delivers ultra-low latency of 250ns, 51.2 Tbps throughput, lossless networking, and optimized Ethernet headers for improved efficiency.
How does Tomahawk Ultra support AI workloads?
It provides low-latency communication and high-efficiency performance, essential for large-scale AI model training and inference.
What is SUE-Lite?
SUE-Lite is an optimized version of the Scale-Up Ethernet specification, tailored for power and area-sensitive accelerator applications.
When will Tomahawk Ultra be available?
Tomahawk Ultra is currently shipping and is 100% pin-compatible with the Tomahawk 5 for a quick market deployment.
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 32 times in the past 6 months. Of those trades, 15 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 5 times. They made 1 purchase worth up to $15,000 on 06/11 and 4 sales worth up to $60,000 on 04/03, 03/31, 03/11, 01/28.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/11, 04/08 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $300,000 on 03/13, 02/24 and 2 sales worth up to $300,000 on 05/12, 04/17.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 04/21, 03/20.
- REPRESENTATIVE KELLY MORRISON has traded it 4 times. They made 4 purchases worth up to $95,000 on 04/11, 03/21 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 4 times. They made 1 purchase worth up to $15,000 on 02/06 and 3 sales worth up to $45,000 on 03/19, 01/29, 01/28.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/11, 03/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 01/30.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 01/15.
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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 18 sales selling 1,137,874 shares for an estimated $246,314,400.
- HOCK E TAN (President and CEO) has made 0 purchases and 3 sales selling 197,758 shares for an estimated $51,000,815.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 4 sales selling 155,000 shares for an estimated $36,108,800.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 2 sales selling 92,660 shares for an estimated $23,673,114.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) sold 10,000 shares for an estimated $2,528,810
- GAYLA J DELLY sold 3,000 shares for an estimated $795,390
- JUSTINE PAGE has made 0 purchases and 3 sales selling 2,400 shares for an estimated $532,432.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AVGO Hedge Fund Activity
We have seen 1,954 institutional investors add shares of $AVGO stock to their portfolio, and 1,705 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 41,868,805 shares (-21.3%) from their portfolio in Q1 2025, for an estimated $7,010,094,021
- CAPITAL INTERNATIONAL INVESTORS removed 24,968,724 shares (-13.2%) from their portfolio in Q1 2025, for an estimated $4,180,513,459
- PRICE T ROWE ASSOCIATES INC /MD/ added 17,985,046 shares (+37.8%) to their portfolio in Q1 2025, for an estimated $3,011,236,251
- GAMMA INVESTING LLC removed 17,161,157 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $4,730,472,927
- WELLINGTON MANAGEMENT GROUP LLP added 12,458,783 shares (+26.8%) to their portfolio in Q1 2025, for an estimated $2,085,974,037
- JPMORGAN CHASE & CO added 12,066,652 shares (+15.2%) to their portfolio in Q1 2025, for an estimated $2,020,319,544
- AMUNDI added 11,841,131 shares (+101.7%) to their portfolio in Q1 2025, for an estimated $1,982,560,563
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AVGO Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 07/03/2025
- Barclays issued a "Overweight" rating on 06/09/2025
- Citigroup issued a "Buy" rating on 06/09/2025
- Susquehanna issued a "Positive" rating on 06/06/2025
- B of A Securities issued a "Buy" rating on 06/06/2025
- Morgan Stanley issued a "Overweight" rating on 06/06/2025
- Evercore ISI Group issued a "Outperform" rating on 06/06/2025
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 20 analysts offer price targets for $AVGO in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $315.0 on 07/10/2025
- John Vinh from Keybanc set a target price of $330.0 on 07/08/2025
- Christopher Danely from Citigroup set a target price of $315.0 on 07/07/2025
- Vijay Rakesh from Mizuho set a target price of $315.0 on 07/03/2025
- Tom O'Malley from Barclays set a target price of $265.0 on 06/09/2025
- Timothy Arcuri from UBS set a target price of $290.0 on 06/06/2025
- Cody Acree from Benchmark set a target price of $315.0 on 06/06/2025
Full Release
PALO ALTO, Calif., July 15, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the shipment of its breakthrough Ethernet switch — the Tomahawk Ultra. Engineered to transform the Ethernet switch for high-performance computing (HPC) and AI workloads, Tomahawk Ultra delivers industry-leading ultra-low latency, massive throughput, and lossless networking.
“Tomahawk Ultra is a testament to innovation, involving a multi-year effort by hundreds of engineers who reimagined every aspect of the Ethernet switch,” said Ram Velaga, senior vice president and general manager of Broadcom’s Core Switching Group. “This highlights Broadcom’s commitment to invest in advancing Ethernet for high-performance networking and AI scale-up.”
Shattering Myths, Redefining Performance
Built from the ground up to meet the extreme demands of HPC environments and tightly coupled AI clusters, Tomahawk Ultra redefines what an Ethernet switch can deliver. Long perceived as higher-latency and lossy, Ethernet takes on a new role:
- Ultra-low latency : Achieves 250ns switch latency at full 51.2 Tbps throughput.
- High performance : Delivers line-rate switching performance even at minimum packet sizes of 64 bytes, supporting up to 77 billion packets per second.
- Adaptable, optimized Ethernet headers : Reduces header overhead from 46 bytes down to as low as 10 bytes, while maintaining full Ethernet compliance —boosting network efficiency and enabling flexible, application-specific optimizations.
- Lossless fabric : Implements Link Layer Retry (LLR) and Credit-Based Flow Control (CBFC) to eliminate packet loss and ensure reliability.
“AI and HPC workloads are converging into tightly coupled accelerator clusters that demand supercomputer-class latency — critical for inference, reliability, and in-network intelligence from the fabric itself,” said Kunjan Sobhani, lead semiconductor analyst, Bloomberg Intelligence. “Demonstrating that open-standards Ethernet can now deliver sub-microsecond switching, lossless transport, and on-chip collectives marks a pivotal step toward meeting those demands of an AI scale-up stack — projected to be double digit billions in a few years.”
Built for HPC and AI Scale-Up
Tomahawk Ultra is optimized for the tightly coupled, low-latency communication patterns found in both high-performance computing systems and AI clusters. With ultra-low latency switching and adaptable optimized Ethernet headers, it provides predictable, high-efficiency performance for large-scale simulations, scientific computing, and synchronized AI model training and inference.
When deployed with Scale-Up Ethernet (SUE specification available to the public here ), Tomahawk Ultra enables sub-400ns XPU-to-XPU communication latency, including the switch transit time — setting a new benchmark for tightly synchronized AI compute at scale.
By reducing Ethernet header overhead from 46 bytes to just 10 bytes, while maintaining full Ethernet compliance, Tomahawk Ultra dramatically improves network efficiency. This optimized header is adaptable per application, offering both flexibility and performance gains across diverse HPC and AI workloads.
Tomahawk Ultra incorporates lossless fabric technology that eliminates packet drops during high-volume data transfer. Incorporating LLR, the switch detects link errors using Forward Error Correction and automatically retransmits packets, avoiding drops at the wire level. Simultaneously, CBFC prevents buffer overflows that traditionally caused packet loss. Together, these mechanisms create a truly lossless Ethernet fabric, delivering the level of reliability demanded by today’s most data-intensive workloads.
Tomahawk Ultra also accelerates performance through In-Network Collectives solving one of the most persistent bottlenecks in AI and machine learning workloads. Rather than burdening XPUs with collective operations like AllReduce, Broadcast, or AllGather, Tomahawk Ultra executes these directly within the switch chip. This can reduce job completion time and improve utilization of expensive compute resources. Importantly, this capability is endpoint-agnostic, enabling immediate adoption across a wide range of system architectures and vendor ecosystems.
Designed with innovations in topology-aware routing to support advanced HPC topologies including Dragonfly, Mesh and Torus, Tomahawk Ultra is also compliant with the UEC standard and embraces the openness and rich ecosystem of Ethernet networking.
Introducing SUE-Lite
As part of Broadcom’s Ethernet-forward strategy for AI scale-up, the company has introduced SUE-Lite — an optimized version of the SUE specification tailored for power and area-sensitive accelerator applications. SUE-Lite retains the key low-latency and lossless characteristics of full SUE, while further reducing the silicon footprint and power consumption of Ethernet interfaces on AI XPUs and CPUs.
This lightweight variant enables easier integration of standards-compliant Ethernet fabrics in AI platforms, promoting broader adoption of Ethernet as the interconnect of choice in scale-up architectures.
Platform for AI Scale-Up and HPC Scale-Out
Together with the 102.4 Tbps Tomahawk 6, Tomahawk Ultra forms the foundation of a unified Ethernet architecture: enabling scale-up Ethernet for AI, and scale-out Ethernet for HPC and distributed workloads.
Now Shipping
Tomahawk Ultra is 100% pin-compatible with Tomahawk 5, ensuring a very fast time-to-market. It is shipping now for deployment in rack-scale AI training clusters and supercomputing environments. To learn more about the Broadcom Tomahawk Ultra family click here. Explore the full Scale-Up/Scale-Out media kit for resources and insights into Broadcom’s scalable solutions here.
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
.
Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.
Press Contact:
Jon Piazza
Global Communications
[email protected]
Telephone: +1 310 498 5254
Industry Quotes
Michael KT Lee, Senior Vice President, Research and Development Center, Accton
“Networking needs within an XPU node are as critical as those between nodes. With 51.2 Tbps Ethernet switching, 250-ns latency, credit-based flow control, and configurable optimized header, the Tomahawk Ultra is a perfect solution for building high-bandwidth, high-reliability, high-efficiency, and low-latency lossless systems ready for scale-up AI and HPC applications. Accton is excited to embrace the launch and collaborate closely with Broadcom to bring the Tomahawk Ultra solutions to the market.”
Forrest Norrod, Executive Vice President and General Manager, Data Center
Solutions Group, AMD
“Low latency is essential to unleashing the full potential of AI — from reducing training times to powering real-time inference. By combining Broadcom’s new Tomahawk Ultra switch with AMD Instinct
™
GPUs and EPYC
™
processors, we’re enabling high-performance, standards-based Ethernet solutions for AI infrastructure. Together, we’re advancing an open ecosystem that brings our vision of AI everywhere, for everyone, closer to reality.”
Simon Capper, Principal Engineer for AI networking, Arista Networks
“Arista appreciates the combination of ultra-low latency and scale-Up Ethernet innovations of Tomahawk Ultra for AI networking. Once again Broadcom is setting the pace in the AI and the switch industry.”
Shekar Ayyar, Chairman and CEO, Arrcus
“The launch of Broadcom’s Tomahawk Ultra marks a groundbreaking advancement in Ethernet innovation, particularly for AI and HPC scale-up environments. With ultra-low latency and a lossless fabric, it significantly accelerates job completion times — critical for modern AI workloads. At Arrcus, we’re proud to champion an open, standards-based networking ecosystem. Combined with our high-performance ArcOS network operating system, customers can unlock scalable infrastructure that is both flexible and future-ready.”
Wangson Wang, General Manager of Data Networks Infrastructure, Delta Electronics
“Delta Electronics is constantly looking ahead, and we’re thrilled to confirm that our 51.2T Ethernet switch platform is ready to harness the full power of Broadcom's Tomahawk Ultra chip. We see Tomahawk Ultra as a game-changer for AI scale-up and HPC. The collaboration between Delta and Broadcom demonstrates our dedication to pushing the boundaries of what is possible in Data Center network infrastructure. Building on the success of Delta’s current 800G switches, the newly launched Tomahawk Ultra chips enable us to deliver advanced solutions that offer not only unmatched performance and efficiency, but also high reliability and scalability for the most demanding network workloads — supporting rapid AI/ML network deployments for our customers.”
Praveen Jain, Senior Vice President and General Manager, AI Clusters and Cloud Ready Data Center, HPE Networking
“HPE is committed to delivering open, high-performance and easy-to-manage Ethernet-based solutions for the modern data center. We commend Broadcom on its new offering, and its ultra-low latency, high throughput and support for in-network collectives align perfectly with what today’s workloads demand. It reflects our shared vision for building the most advanced and open data center infrastructure solutions with operational simplicity at its core."
Saurabh Kulkarni, Vice President, AI Technical Product Management, Intel
“Broadcom's Tomahawk Ultra Series with its high throughput and ultra-low latency enables all-to-all connectivity across up to 64 Intel
®
Gaudi
®
3 AI accelerators per rack with total HBM bandwidth of 76.8TB/s, capable of scaling the connectivity across multiple racks. This rack-level bandwidth unlocks new possibilities for training and real-time inference of the most complex LLMs, redefining industry SLAs. Through our collaboration with Broadcom, Intel is showcasing the open architecture and modular design advantage and full capability of our rack scale platform built for large-scale, global AI deployments.”
Vincent Lin, General Manager, Inventec EBG
“Inventec congratulates Broadcom on the launch of Tomahawk Ultra Ethernet switch, which significantly enhances the efficiency and sustainability of AI solutions by delivering the industry’s lowest switch latency, 250 nanoseconds, and leading power efficiency with 800W at 51.2T performance. At Inventec, our vision is to develop cutting-edge artificial intelligence products that drive sustainable change for humanity and the environment through close partnership with Broadcom to deliver high-performance, scalable solutions, supporting customers’ evolving AI and high-performance computing needs.”
Kiyo Oishi, CEO, IPI
“The Tomahawk Ultra represents a bold leap forward in AI workloads and HPC clusters, delivering an unmatched combination of bandwidth, latency, and cutting-edge features like In-Network Collectives and scale-up Ethernet. By leveraging non-proprietary Ethernet, the Tomahawk Ultra will empower customers to scale their data intensive applications with unparalleled performance, efficiency, and reliability — paving the way for groundbreaking innovations in data-intensive computing.”
Andrew Qu, CEO, Micas Networks
“Broadcom’s Tomahawk Ultra is a major step forward for scale-up Ethernet in AI and HPC. With 250ns latency, 51.2 Tbps switching, and advanced features like Link Layer Retry, In-Network Collectives, and the AI Fabric Header, it delivers the performance, reliability, and efficiency our customers need for AI at scale. Thanks to pin compatibility with Tomahawk 5, Micas can rapidly bring Tomahawk Ultra-based systems to market, enabling seamless upgrades to meet the demands of next-generation AI infrastructure.”
Anshul Sadana, Founder and CEO, Nexthop AI
“With Tomahawk Ultra, Broadcom has driven AI Networking to a new level, allowing us to enable a new generation of low latency and lossless scale-up Ethernet solutions. Along with Nexthop SONiC, we now offer some of the most efficient scale-up and UEC compatible scale-out Ethernet solutions for the world’s largest hyperscalers.”
Mike Yang, President, Quanta Cloud Technology
“At QCT, we are committed to delivering next-generation AI and HPC infrastructure that meets the demands of extreme scale, performance, and efficiency. Broadcom’s Tomahawk Ultra Ethernet switch is a game-changer for the AI era, enabling 51.2 Tbps of switching capacity with ultra-low 250ns latency to dramatically accelerate AI training and inferencing workloads. We are excited to continue collaborating with Broadcom to push the next frontier of AI with Ethernet-based infrastructure.”
Vincent Ho, CEO of UfiSpace
“The Tomahawk Ultra delivers high performance and full pin-to-pin compatibility with Tomahawk 5. This seamless upgrade path shortens our development cycle for next-generation platforms, and we’re excited to integrate it into our upcoming solutions.”
Robert CL Lin, President of Enterprise and Networking Business Group, Wistron
“Broadcom’s Tomahawk Ultra sets a new benchmark in Open Ethernet for AI and HPC. Designed for GPU scale-up, the Tomahawk Ultra achieves 250ns latency at 51.2 Tbps, supporting 64B line-rate switching and lossless fabrics. This innovation represents a significant step forward for the industry. Wistron is seamlessly aligning these scalable AI systems, and the Tomahawk Ultra solution offering.”
Johnson Hsu, Senior Vice President and General Manager, WNC
“We’re proud to partner with Broadcom on the innovative Tomahawk Ultra. Purpose-built for the demands of AI and HPC, this advanced platform combines high performance with open Ethernet flexibility — enabling our customers to deploy scalable, reliable, and future-ready networks.”