Corning Collaborates with Broadcom To Accelerate AI Data Center Processing Capacity | GLW Stock News

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May 13, 2025
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  • Corning (GLW, Financial) partners with Broadcom (AVGO) to enhance AI data center processing capacities.
  • The collaboration will focus on co-packaged optics technology reaching 51.2 terabits per second.
  • This development aims for improved power efficiency and bandwidth density in AI data centers.

Corning Incorporated (GLW), renowned for its advancements in optical physics and material science, has announced a strategic collaboration with semiconductor leader Broadcom Incorporated (AVGO). This partnership aims to enhance data center processing capacities with a focus on co-packaged optics (CPO) infrastructure. The collaboration seeks to significantly boost the processing potential of data centers by supplying essential optical components for Broadcom’s Bailly CPO system, which is recognized as the industry's first CPO-based 51.2 terabit per second ethernet switch.

Featuring cutting-edge innovation, Broadcom’s Bailly CPO system incorporates eight silicon photonics-based optical engines operating at 6.4 TBps, coupled with the StrataXGS® Tomahawk®5 Ethernet switch chip from Broadcom. This integration is expected to enhance networking and processing bandwidth, crucial for the growing demands of AI workloads. Corning will supply the fiber harnesses, including single-mode and polarization maintaining fibers, critical for connecting optical engines with high precision.

Benoit Fleury, Director of CPO Business Development at Corning Optical Communications, emphasized the importance of this collaboration in providing robust connectivity solutions that lead to enhanced speeds, bandwidth concentrations, and reduced power consumption. Broadcom's Chief Technology Officer of Optical Systems Division, Sheng Zhang, highlighted the sustained collaboration with Corning, which has resulted in breakthrough performance solutions for AI-powered data centers.

The ongoing partnership not only focuses on current developments but also paves the way for next-generation 200G per lane CPO solutions, promising even greater enhancements in power efficiency and bandwidth density. With this collaboration, Corning continues to solidify its position as a key player in the evolution of optical communications and data center networking.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.