By Simply Wall St
Publication Date: 2026-05-21 14:07:00
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Oracle (NYSE:ORCL) has joined a new multi-source agreement group focused on advanced optical connectivity for AI infrastructure.
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The company works with 3M, AMD, Meta and Cisco to define standards for high-performance optical connections in data centers.
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The initiative aims to achieve reliability, scalability and faster deployment of hyperscale AI infrastructure.
Oracle enters this standard effort, trading on NYSE:ORCL at around $188.16 with a 1-year yield of 20.9%. Over 3 years the stock return is very high and over 5 years the return is 154.0%. This provides context for how investors have viewed the company over recent technology cycles.
For readers looking at AI infrastructure, Oracle’s transition to hardware-related standards directly connects its cloud ambitions to next-generation data elaboration…