Tomahawk 7

Custom AI XPUs

Broadcom's custom ASIC / XPU franchise co-designs accelerators with hyperscalers and frontier labs: Google TPUs (every generation since the program began, now contracted through 2031), Meta MTIA (extended through 2029, including a 2nm device), OpenAI Jalapeno (LLM-inference chip taped out in nine months), and Anthropic capacity on Google TPU Ironwood and TPU v8i. Broadcom owns the silicon implementation, HBM PHY, SerDes/network I/O, and 3.5D XDSiP face-to-face packaging; TSMC and, under a July 2026 MOU, Samsung manufacture. Q3 FY2026 XPU shipments grew more than 3.5x year over year and were 73% of AI semiconductor revenue.

Tomahawk 6

World's first 102.4 Tbps Ethernet switch chip (BCM78910 series), implemented in 3nm, with 512 x 200GbE or 1,024 x 100G SerDes, Cognitive Routing 2.0, and a co-packaged-optics variant (TH6-Davisson) using TSMC COUPE optical engines. Built for AI scale-up (512 XPUs in one domain) and two-tier scale-out (100,000-plus XPUs). Volume production was confirmed in March 2026 after first shipments in June 2025. AI networking, of which Tomahawk is the flagship, was almost 40% of Broadcom's AI semiconductor revenue in Q2 FY2026 and more than 2.5x year over year in Q3.

Thor Ultra

Industry's first 800G AI Ethernet NIC fully compliant with Ultra Ethernet Consortium 1.0, introduced October 14, 2025. Clean-sheet RDMA design (not a dual-400G bond) with packet-level multipathing, out-of-order placement into XPU memory, hardware SACK, programmable congestion control, PCIe Gen 6 x16, and line-rate PSP encryption. Ships as P1800GO (PCIe) and N1800GO (OCP 3.0) 800GbE adapters. Paired with Tomahawk 6, Tomahawk Ultra, Jericho 4, and Scale-Up Ethernet as Broadcom's open Ethernet alternative to proprietary GPU-scale fabrics.

VMware Cloud Foundation

Broadcom's private-cloud software platform, inherited in the November 2023 VMware deal and now the core of infrastructure-software revenue. VCF 9.0 shipped in 2025; VCF 9.1 (May 2026) added production-AI features (memory tiering, storage dedupe, multi-accelerator GPU choice). At VMware Explore 2026 Broadcom layered VMware Private AI Cloud and VMware AI Factory on VCF for on-prem inference and agentic apps, plus AgentMinder for agent governance. VMware ARR was still growing about 15% in Q3 FY2026. EU cloud providers (CISPE) filed a March 2026 complaint alleging post-acquisition licensing abuses.

Falcon 9

SpaceX

Partially reusable two-stage medium-lift launch vehicle. The world's most frequently launched orbital rocket.

Falcon Heavy

SpaceX

Heavy-lift launch vehicle consisting of a strengthened Falcon 9 core with two additional boosters.

Dragon

SpaceX

Reusable spacecraft for cargo and crew transport to the International Space Station.

Starship

SpaceX

Fully reusable super-heavy-lift launch system designed for missions to the Moon, Mars, and beyond. V3 (Block 3) variant with Raptor 3 engines is the production version.