Broadcom and DriveNets are partnering to deploy Broadcom's Tomahawk 6 networking chip in open Ethernet platforms for large-scale AI data centers, with rollout starting in Q3 2026. The collaboration strengthens Broadcom's footprint in AI infrastructure by embedding its latest high-capacity, power-efficient silicon at the center of next-generation hyperscale cluster networks.
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Broadcom is partnering with DriveNets to deploy its Tomahawk 6 chip in open Ethernet networking platforms for large AI data centers, with deployments targeted for Q3 2026.
Why it matters
This partnership positions Broadcom's latest high-capacity silicon at the core of next-generation AI cluster networks, strengthening its role across the AI infrastructure stack as open Ethernet gains adoption in hyperscale environments.
What to watch
Adoption rates of Tomahawk 6-based systems beginning in Q3 2026, and how quickly this ecosystem build-out influences Broadcom's position in AI infrastructure. Currently, the stock is down 25.2% over the past month despite being up 31.9% over the past year.
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