ESUN Partnerships And EcosystemBroadcom's ESUN Scale-Up framework with partners such as AMD, ARM and Meta could expand the company's share in scale-up Ethernet networking by enabling efficient Ethernet headers and lossless topologies versus proprietary interconnects.
Networking Product InnovationBroadcom's Thor Ultra 800G NIC, featuring telemetry, load-balancing and an open architecture, can win design slots with hyperscalers seeking higher network efficiency and reliability, supporting product adoption and revenue growth.
TPU And ASIC Traction In AIGreater TPU and ASIC adoption at large cloud customers, including potential traction with Anthropic and OpenAI, could drive meaningful TPU- and ASIC-related revenue upside for Broadcom and component suppliers.