Skip to content
brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · partial · networking

65% · partial

Broadcom, Marvell, or NVIDIA announces a new CPO/1.6T production design win or revenue guide uplift tied to AI networking before August 31, 2026.

Back to the bookIssue 2026-W23

Outcome

partialcalled at 65%brier contribution 0.023timing-slip

Arista's 1.6T 7060XE7 portfolio on Broadcom's Tomahawk 6 (Jun 9) is a fresh Broadcom 1.6T production design win, satisfying the 1.6T leg; no co-packaged-optics production win or vendor revenue-guide uplift yet. Tracking to a full hit by deadline.