Micas Networks unveils three 102.4T open Ethernet platforms for AI factories at OCP Global Summit 2026. Micas' Tomahawk 6-based portfolio spans 800G air-cooled, 1.6T liquid-cooled, and 1.6T Davisson CPO systems for next-generation AI factories. October 12, 2026 11:00 ET | Source: Micas Networks SAN JOSE, Calif., Oct. 12, 2026 (GLOBE NEWSWIRE) - Micas Networks, an American AI networking company headquartered in San Jose, California, today announced three 102.4 Tbps open Ethernet switch platforms designed for next-generation AI factories. Built on Broadcom Tomahawk 6 technology, the new portfolio gives hyperscalers, neocloud providers, and AI infrastructure operators greater choice across 800G, 1.6T pluggable, and co-packaged optics (CPO) architecture. Micas will preview the platforms at the 2026 OCP Global Summit, taking place October 12-15 in San Jose. Micas will demonstrate an operational 4RU air-cooled system, preview the 2RU mechanical design and liquid cooling, and provide an early preview of the 1RU CPO platform. Together, they provide flexible deployment options for high-performance AI back-end and scale-out fabrics while supporting open networking architectures and SONiC-based networking. The portfolio gives operators a path from today's 800G infrastructure toward 1.6T and CPO without becoming dependent on a closed, vertically integrated networking stack. "AI infrastructure operators should be able to choose how they build, scale, and operate their networks," said Andrew Qu, CEO of Micas Networks. "By bringing Broadcom Tomahawk 6 pluggable and Davisson CPO systems into one portfolio, Micas is providing a practical path from 800G to 1.6T while preserving the openness customers need. Together with Broadcom, we are translating next-generation Ethernet and CPO innovation into deployable AI infrastructure, giving customers greater control over how they build and scale their networks." Three platforms for the next generation of AI networking The new Micas portfolio includes: * Micas M2-W6950-128OC-FA. A 4RU, air-cooled 800G platform featuring 128 x 800G OSFP ports and 102.4 Tbps of switching capacity. Built on the Broadcom BCM78910 Tomahawk 6P switch ASIC, the system is designed for high-radix AI fabrics and standard 19-inch data center environments. Micas will demonstrate an operational system at OCP, with production scheduled to begin in Q4 2026. * Micas M2-W6951-64HC-CP.- A 2RU, liquid-cooled 1.6T Tomahawk 6 platform featuring 64 x 1.6T OSFP ports and 102.4 Tbps of switching capacity. Designed for high-density, liquid-cooled AI racks, the platform provides a direct path to 1.6T pluggable networking. Micas will preview the mechanical system at OCP, with production scheduled to begin in Q4 2026. * Micas M2-W6950-64X3-DR8-CP08-DC. A 1RU co-packaged optics platform featuring 64 x 1.6T MMC DR8 optical interfaces and 102.4 Tbps of switching capacity using 200G SerDes technology. Designed for next-generation AI fabrics, the Tomahawk 6 - Davisson CPO architecture is intended to improve bandwidth density, power efficiency, and link stability. Micas will provide an early preview of the CPO platform OCP, with production scheduled to begin in Q1 2027. "AI clusters are driving a significant step forward in Ethernet performance, density and scale," said Hasan Siraj, vice president of product management, Core Switching Group, Broadcom. "Tomahawk 6 provides the 102.4 Tbps switching capacity needed to support the next generation of AI infrastructure. Micas's planned 800G and 1.6T platforms build on that technology, giving customers the flexibility to scale their Ethernet fabrics while retaining control over their network architecture." The portfolio lets customers match the network architecture to their infrastructure, cooling environment, and deployment schedule - from high-radix 800G and 1.6T pluggable systems to next-generation CPO. Extending a multi-generation collaboration with Broadcom Micas' new portfolio builds on a multi-generation relationship with Broadcom spanning advanced Ethernet silicon, CPO system design, and open networking. Micas began developing and manufacturing CPO systems in 2023 and became the first system provider to commercialize a switch based on Broadcom's Tomahawk 5-Bailly CPO technology. The new Davisson platform extends that experience to 102.4 Tbps switching and 200G SerDes, bringing the benefits of Broadcom's third-generation CPO technology to the next generation of AI infrastructure. "Co-packaged optics will play an increasingly important role as AI networks move to higher bandwidth and greater scale," said Manish Mehta, vice president of marketing and operations, Optical Systems Division, Broadcom. "Micas has built valuable system-level experience commercializing CPO, beginning with Tomahawk 5 - Bailly and now extending to Tomahawk 6 - Davisson. Our collaboration with Micas brings together Broadcom's optical integration and Micas' system engineering experience to advance the power efficiency, bandwidth density and reliability AI infrastructure operators need at scale." Micas' open networking strategy complements Broadcom's next-generation portfolio built around open Ethernet, architectural flexibility and SONiC expertise. Micas helps AI data center operators reduce dependence on closed networking architectures while retaining control over compute platforms, network interfaces, optics, and software. Its system integration, manufacturing, deployment, and SONiC expertise helps customers build and operate high-performance AI fabrics at scale. Availability Production of the Micas 2RU liquid-cooled and 4RU air-cooled Tomahawk 6 platforms is scheduled to begin in Q4 2026. Production of the 1RU Tomahawk 6 - Davisson CPO platform is scheduled to begin in Q1 2027. About Micas Networks Micas Networks is a San Jose, California-based AI networking company that designs, builds and supports open Ethernet networking platforms for hyperscalers, neocloud providers and AI infrastructure operators. Combining deep SONiC expertise with end-to-end system design, manufacturing, deployment and support, Micas gives customers the freedom to build and scale AI networks on their own terms, without being locked into a closed, vertically integrated stack. Micas works with leading silicon and infrastructure partners including Broadcom and AMD. For more information, visit www.micasnetworks.com Media contact Mike Bradshaw Senior Partner, Connect Marketing for Micas Networks P: 801-373-7888 E: [email protected]

Micas expands Malaysia factory for AI networking optics. Fri, 25th Sep 2026 (Yesterday) Micas Networks has expanded its company-operated manufacturing in Malaysia to scale production of co-packaged optics systems for AI networking. The San Jose-based company said the expansion adds clean-room manufacturing, optical integration, advanced system assembly, and automated testing and validation for complex Ethernet platforms used in AI infrastructure. Micas described itself as the only AI infrastructure company in its market with its own factory and dedicated clean-room production environment. It said direct control over manufacturing is intended to improve quality oversight, product introduction, supply chain management, and delivery scheduling. The investment focuses on the equipment and processes needed to produce co-packaged optics, or CPO, systems. These designs place optical engines alongside the switch application-specific integrated circuit, an approach the industry has pursued as data centre operators seek to manage bandwidth growth and power use in large AI clusters. Commercial switch At the centre of Micas' current CPO offering is the M2-W6940-128X1-FR4, a 51.2 Tbps Ethernet switch based on Broadcom's Tomahawk 5 Bailly platform. The switch provides 128 ports of 400G FR4 connectivity and is available through Supermicro as part of validated AI infrastructure configurations. Micas said the product was developed with Broadcom and has already entered volume production, which it presented as evidence that CPO hardware is moving into commercial deployment rather than remaining a laboratory concept. The company linked the Malaysia expansion to its broader operating model, with product strategy, ecosystem work, and customer engagement run from California, while manufacturing and supply chain execution are handled at its facility in Malaysia. That approach differs from many networking vendors, which rely on contract manufacturers for assembly and production. Owning production can give suppliers tighter oversight of system configuration, factory testing, and component handling, particularly for optical systems that require controlled assembly conditions. Clean-room environments are commonly used where contamination control is important for optical integration and other precision manufacturing tasks. Test results Micas also cited performance data from a validated design involving Supermicro servers, AMD Instinct MI355X graphics processors, and AMD Pensando Pollara 400 AI network interface cards. In that configuration, the company said its CPO switch setup showed about 38.28% lower switch power consumption than a pluggable-optics setup. The same architecture also reported lower latency and more than 4 million cumulative 400G-equivalent port-hours of link-flap-free operation in ongoing company testing. Micas said those figures were specific to the validated configuration used in the tests. The announcement comes as suppliers across the AI networking market try to meet rising bandwidth demands inside large training and inference clusters. Optical interconnect design has become a more important area of competition as operators seek ways to connect more accelerators while controlling energy use and physical complexity in the network fabric. Micas said the manufacturing expansion will support systems moving from design and validation into production with closer control over configuration and delivery. The company's portfolio covers Ethernet systems from 1G to 800G and includes support for open networking operating systems such as SONiC. A broader question for networking suppliers is whether they can turn newer optical designs into systems available in volume, rather than limited pilot deployments. CPO has drawn interest for several years, but commercial availability, field validation, and repeatable manufacturing remain key hurdles. Andrew Qu, Chief Executive Officer of Micas Networks, said the company sees manufacturing control as central to that transition. "Micas is an American company built to turn advanced networking innovation into infrastructure customers can deploy," Qu said. He described the company's split operating model in a second statement. "Our San Jose headquarters anchors product strategy, ecosystem collaboration, and customer engagement, while our company-operated manufacturing in Malaysia gives us direct control over quality, new-product introduction, supply chain and delivery. That combination is a strategic advantage as AI infrastructure demands higher bandwidth, greater power efficiency and more tightly integrated optical systems," Qu said. Qu also linked the expansion to a broader industrial argument about how AI infrastructure expertise will be judged. "American leadership in AI infrastructure will be measured by the ability to execute, not only to invent," he said. "Micas is building both: advanced networking technology led from San Jose and the directly controlled manufacturing capability required to deliver it globally."

- Micas has launched the industry's first 51.2T CPO switch system into volume production.