ANALYSIS2025-10-08 · Broadcom

Broadcom Announces Tomahawk 6 - Davisson, the Industry's First 102.4-Tbps Ethernet Switch with Co-Packaged Optics

Broadcom Inc. (press release)
Compiled notes
What it moved

Per-bit optical power claim on a named part (BCM78919): 102.4 Tb/s optically enabled from 16 x 6.4 Tb/s engines at 200 Gb/s per link, 70% lower optical interconnect power — 'more than 3.5x lower than traditional pluggable solutions'. 512 XPUs scale-up, 100,000+ in two tiers. SAMPLING at announcement, not volume; 70% and 3.5x are the same claim stated twice.

Broadcom Tomahawk 6 – Davisson (BCM78919)

What it is

Broadcom's first co-packaged-optics variant of the Tomahawk 6 switch: the optics move onto the switch package instead of sitting in pluggable modules at the faceplate. The claim being made is not bandwidth — it is the power cost of moving that bandwidth.

The numbers, as published

ItemValue
PartBCM78919
Switching capacity102.4 Tb/s, optically enabled (stated as an industry first)
Optical engines16 × 6.4 Tb/s "Davisson DR" engines
Per-link speed200 Gb/s per channel
Optical interconnect power reduction70%
Comparison to pluggables"more than 3.5× lower" than traditional pluggable solutions
Scale-up512 XPUs in a single cluster
Scale-out100,000+ XPUs in a two-tier network at 200 Gb/s per link
AvailabilitySampling to early-access customers and partners

Why this number matters to the rung

networking's standing question is what does that bandwidth cost. Bandwidth-per-port figures answer nothing on their own; power per bit is the constraint that binds in a datacentre with a fixed feed, and it is the term that connects this rung to energy and datacenters.

Two readings the close read insists on:

  1. 70% and 3.5× are the same claim from two directions — a 70% reduction is roughly a 3.3× ratio. They are not two independent pieces of evidence, and a piece quoting both as if they were is inflating one number into two.
  2. The saving is scoped to "optical interconnect power", not to switch power or system power. The pluggable optics being displaced are a large but bounded share of a switch's draw. Nothing here says total platform power falls 70%.

Quotes (attributed)

  • Near Margalit, VP & GM, Optical Systems Division, Broadcom — TH6-Davisson "represents significant advancement for AI infrastructure by enhancing link stability and energy efficiency."
  • Andrew Qu, CEO, Micas Networks — "The timing of Tomahawk 6 – Davisson could not be better… delivers great power savings and rock-solid stability."
  • Prasad Venugopal, VP HW Engineering, Nexthop AI — "This architecture delivers significant reduction in power consumption… at unmatched price/performance."

All three are vendor or partner voices. There is no third-party measurement in this document.

Limitations

  • Vendor disclosure. Every figure is best-case and unaudited. Label them as such anywhere they are quoted.
  • Dated 2025-10-08 and sampling at announcement. The proposal noted a later release claiming production volume — unverified, because the Broadcom product-release pages would not render on fetch. The 2026-08-27 sample-versus-volume discipline applies: sampling is not shipping, and this file records sampling.
  • No power figure in watts, no per-port or per-bit absolute — only ratios against an unnamed "traditional pluggable" baseline. Without the baseline part, the ratio cannot be independently recomputed.
  • Link-stability and reliability claims ("rock-solid") are qualitative.

Bears on

LITE (Lumentum) — the optics play bridging power and memory — and the re-homed photonic-interconnect thesis. The mechanism at issue for that position is whether CPO displaces pluggable transceiver volume or expands the optical content per system; this release is evidence for displacement at the switch face, which is the bear case for pluggable-module suppliers and the bull case for whoever supplies the optical engines and lasers.

Read against N3 (NVIDIA Spectrum-X Photonics), which makes a 3.5× power-efficiency claim on comparable framing — two vendors, same order of magnitude, is the only way a vendor number becomes usable.


Source: Broadcom Announces Tomahawk 6 – Davisson — Broadcom Inc., 8 October 2025.

Related in the base
Broadcom Announces Tomahawk 6 - Davisson, the Industry's First 102.4-Tbps Ethernet Switch with Co-Packaged Optics | Knowledge Base | MenFem