I made an additional investment in Broadcom (AVGO) following its announcement at the 2025 Open Compute Project (OCP) Global Summit, where it unveiled groundbreaking advancements in AI networking. The company’s new lineup—including Tomahawk® 6, Tomahawk Ultra, Jericho4 Ethernet switches, and third-generation TH6-Davisson Co-packaged Optics—underscores Broadcom’s leadership in scalable and power-efficient AI infrastructure. By addressing the surging bandwidth demands of large AI models and advancing open, high-performance network solutions, Broadcom continues to strengthen its position as a key enabler of next-generation AI data centers.
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