Broadcom seldom tops front-page tech news, yet its engineering underpins many transformational shifts across modern infrastructure. Hardware breakthroughs and platform simplification are converging, and the company is at the fulcrum.
On the hardware side, Tomahawk and Jericho Ethernet switches drive east-west traffic inside AI clusters. The sixth-generation Tomahawk lifts per-port capacity to 1.6 Tbps, allowing operators to scale GPU fabrics without ripping out cables. These chips already appear in reference designs for hyperscale training pods.
Inside the software stack, VMware Cloud Foundation 9.0 packages compute, storage, networking, and security into one subscription, while refreshed licensing trims the audit overhead that once slowed enterprise roll-outs. Beginning in fiscal Q1 2026, every VCF subscription will ship with Private AI Services, signalling that self-hosted AI is shifting from experiment to expectation.
Together, these moves point to a clear trajectory: denser AI workloads, higher-bandwidth Ethernet fabrics, and cleaner private-cloud architectures. Enterprises want deterministic latency, predictable budgets, and sovereign control of data. Broadcom is also co-designing accelerators and applying 3.5D XDSiP packaging to squeeze more compute into tighter thermal envelopes.
Progress relies on a wide partner network. Integrators such as Dell Technologies are certifying Tomahawk 6 leaf-spine designs, while software specialists like Accenture craft turnkey VMware Private AI blueprints. Cloud providers, managed services, and boutique consultancies are updating skills, pricing, and support to match their offerings.
Quietly, Broadcom is modernising the plumbing that will carry the next decade of enterprise AI for workloads demanding speed, privacy, and critical efficiency.
