TLDR
- AVGO falls 4.13% to $322.16 amid major AI infrastructure expansion.
- Broadcom debuts 400G optical DSPs and 1.6T transceivers at OFC 2026.
- Modular XPU and Ethernet switches support AVGO’s 200T AI cluster vision.
- Thor Ultra 800G NIC expands AVGO’s high-speed AI data center network portfolio.
- AVGO leads open optical standards via OCI MSA for next-gen AI systems.
Broadcom (AVGO) shares closed at $322.16, dropping $13.88 or 4.13% on March 13. Meanwhile, after-hours trading pushed AVGO to $321.08, reflecting another $1.08 decline. However, AVGO simultaneously expanded its artificial intelligence infrastructure portfolio for next-generation data center networks.
Broadcom Expands AI Connectivity Portfolio for Massive Clusters
Broadcom introduced several technologies designed for gigawatt-scale artificial intelligence clusters and high-bandwidth computing environments. The company positioned AVGO as a key supplier for next-generation AI networking infrastructure. The announcement also highlighted scalable connectivity solutions supporting the upcoming 200-terabit data era.
The company plans to present these technologies at the Optical Fiber Communications Conference and Exhibition in Los Angeles. Broadcom will demonstrate complete connectivity systems supporting scale-up, scale-out, and scale-across architectures. These demonstrations aim to strengthen AVGO’s role in expanding global AI infrastructure capacity.
Broadcom leadership emphasized open networking standards and improved efficiency across AI data centers. In addition, the company continues advancing Ethernet switching and optical connectivity for hyperscale computing environments. As a result, AVGO targets growing demand for high-performance networking across advanced AI deployments.
New Optical and Semiconductor Technologies Power the 200T Vision
Broadcom will introduce Taurus, a new 400G per lane optical digital signal processor platform. Moreover, the processor pairs with electro-absorption modulated lasers and photodiodes developed by the company. These components allow manufacturers to produce efficient 1.6-terabit optical transceivers for next-generation networking hardware.
The system also supports development of future 3.2-terabit transceivers for advanced switching platforms. Consequently, the technology supports faster communication inside hyperscale artificial intelligence clusters. This capability further strengthens AVGO’s long-term strategy in data center infrastructure hardware.
Broadcom will also showcase a modular multi-dimensional XPU platform already entering production. The platform combines two-and-a-half dimensional packaging with advanced three-dimensional chip integration technologies. As a result, AVGO expands computing performance while improving power efficiency for custom AI accelerators.
Ethernet Networking and Optical Ecosystem Expand Industry Collaboration
Broadcom continues strengthening Ethernet networking for artificial intelligence clusters through multiple switching platforms. These systems include Tomahawk 6, Tomahawk Ultra, and Jericho 4 switching technologies. Together, these platforms allow AVGO to support clusters containing more than one million computing processors.
The company also unveiled an 800-gigabit artificial intelligence network interface card called Thor Ultra. Furthermore, the product supports ultra-high bandwidth data transfer across large data center environments. AVGO broadens its portfolio of networking solutions designed for AI workloads.
Broadcom also helped establish the Optical Compute Interconnect multi-source agreement with industry partners. This effort aims to create open optical networking standards across next-generation AI infrastructure deployments. Through this ecosystem collaboration, AVGO supports interoperable hardware development across multiple suppliers.
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