AI back-end scale-out Ethernet switch (Tomahawk 6 / Ultra Ethernet) — switch

AI back-end scale-out Ethernet switch (Tomahawk 6 / Ultra Ethernet) — switch

Companies committing: Broadcom Inc., Ciena, Cornelis Networks, Celestica.

The single most over-determined hardware product in this batch — Broadcom silicon (Tomahawk 6 102.4T), Arista box (~$750M target), Cisco AI orders ($2B), Celestica ODM exposure, plus a standards stack (UEC 1.0, ESUN) all stack onto one product line. InfiniBand alternative is past the 'whether' question.