Overview
- Broadcom said it is shipping what it calls the first end-to-end post-quantum-safe in-flight network encryption, designed to protect data moving across Fibre Channel links from future decryption threats.
- The platform builds on more than 120,000 Emulex SecureHBAs already in servers, with Everpure integrating the technology into its FlashArray systems to create a full stack that secures data as it travels between storage and compute.
- The company also introduced the Taurus BCM83640, a 3nm 400G‑per‑lane PAM‑4 optical DSP for 1.6‑terabit transceivers that raises bandwidth density and cuts power for AI data center networks.
- These rollouts follow a quarter that topped forecasts, including $8.4 billion in AI chip revenue and a goal of more than $100 billion in AI semiconductor sales by 2027, backed by supply obligations that run through 2028.
- Analysts remain positive, with Morgan Stanley lifting its target to $470 and Benchmark keeping a $485 Buy, while others flag risks from heavy hyperscaler reliance, slower non‑AI sales, and rising inventory levels.