By Simply Wall St
Publication Date: 2026-03-13 23:27:00
- Broadcom (NasdaqGS:AVGO) is leading a new industry group, the OCI MSA, to set open standards for optical interconnects used in AI data centers.
- The company announced new AI networking products, including its Taurus 400G/lane optical DSP, Tomahawk 6 switch, and 800G NIC, aimed at very large scale AI clusters.
- Broadcom is working with JetCool and Flex on cooling solutions for multi kilowatt AI chips, targeting thermal challenges in hyperscale facilities.
For you as an investor, this move puts Broadcom’s core chip and networking franchise directly at the center of AI infrastructure build outs. The company already operates across semiconductors and software, and these launches focus squarely on high speed connectivity inside AI data centers, which has become a priority as model sizes and training clusters grow.
Open optical standards and new cooling approaches could affect how easily cloud providers mix and match hardware, and how they design future AI racks. If hyperscale…