Micas Networks announced a compact co-packaged optics (CPO) switch built on Broadcom's Tomahawk 6-Davisson chip, with production expected in early 2027. Davisson is Broadcom's third-generation CPO switch and can move 102.4 terabits per second. A paper presented in October 2025 said Meta tested Broadcom's previous-generation CPO switches for one million cumulative device hours without a single link failure, while using 65% less power per lane than traditional pluggable optics. Davisson has not yet published comparable data, and Nvidia's Spectrum-X Photonics CPO switch is already in full production. Broadcom (AVGO) trades at a forward non-GAAP P/E of 30.43x, about 11% above its 5-year average, though analysts expect earnings to rise about 71% this fiscal year.
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Broadcomsemiconductorsartificial intelligenceMETANvidia
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META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/16/2026 | 709.34 |
| Change that session | -3.72% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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