Broadcom(US:AVGO) Zhi Tong Cai Jing·2025-06-03 14:12Core Insights - Broadcom (AVGO.US) has launched the Tomahawk6 switch chip, which is considered the "heart of AI networks," aimed at addressing AI computing bottlenecks [1][2] - The Tomahawk6 chip has a theoretical peak throughput of 102 Tbps, equivalent to processing 25,000 4K movies per second, significantly enhancing data transmission efficiency [1] - The manufacturing cost of Tomahawk6 is over twice that of its predecessor, with customer prices also approximately double, although specific pricing details remain undisclosed [1] Company Developments - The first customers for Tomahawk6 include major cloud service providers and network companies integrating Broadcom technology into their products [2] - Broadcom's clients are eager to utilize Tomahawk6 to build systems with over 100,000 GPUs, with a typical configuration requiring one switch for every ten GPUs [2] - As global tech giants like Microsoft (MSFT.US) and Meta (META.US) increase capital expenditures, Broadcom's switch chips will play a crucial role in the efficiency of AI cluster operations [2]