By Simply Wall St
Publication Date: 2026-03-17 15:11:00
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Broadcom (NasdaqGS:AVGO) has helped form the 400G Optical MSA to define new high bandwidth optical standards for AI data centers.
The company is also a founding member of the Optical Compute Interconnect consortium to create open AI infrastructure connectivity specifications.
These alliances aim to move the industry toward interoperable, scalable platforms for next generation hyperscale AI data centers.
Broadcom enters these alliances with a share price of $324.92 and a very large 5 year return, alongside a 68.6% return over the past year. Recent shorter term moves have been mixed, with a 6% decline over the past week and a 6.5% decline year to date. Together, these figures provide a snapshot of how the market has been repricing the stock around current AI expectations.
For investors watching the AI hardware ecosystem, these new standards efforts…
