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$Broadcom(AVGO)$ Broadcom is unveiling its AI networking platform at the OCP Global Summit this week, with new Ethernet switches, high-performance NICs, PCIe components and next-generation co-packaged optics. Live demos are aimed at hyperscale clusters of more than 100,000 AI accelerators. As clusters scale, the bottleneck shifts from compute to connecting the chips, and Broadcom sells that layer. $Arista Networks(ANET)$ $NVIDIA(NVDA)$

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