Latest news with #BaillyCPO
Yahoo
14-05-2025
- Business
- Yahoo
GLW, AVGO Partner to Boost Processing Capabilities of AI Data Centers
Corning Incorporated GLW recently announced that it has entered into a multi-year collaboration with Broadcom Incorporated (AVGO), a premier designer, developer, and global supplier of a broad range of semiconductor devices. Through this partnership with Corning, Broadcom is aiming to deliver a next-generation co-packaged optics (CPO) infrastructure designed to enhance the processing capabilities of data centers, marking a significant step toward addressing the growing demands of artificial intelligence (AI) today's hyper-connected digital world, as AI technologies evolve and scale, data centers are increasingly focusing on delivering faster performance, higher bandwidth, and improved energy efficiency. Broadcom's Bailly CPO system features eight optical engines, each offering 6.4 terabit per second (Tbps) of bandwidth through silicon photonics. These engines are co-packaged with the Tomahawk5 Ethernet switch chip, enabling seamless high-speed data transmission. Corning will serve a critical role as a qualified supplier of the optical infrastructure supporting these engines. The company will provide a suite of high-performance optical components, including fiber harnesses equipped with front-plate and external laser module connectors, single-mode and polarization-maintaining fibers, and precision fiber array units. The integration of such cutting-edge technologies is expected to deliver significant improvements in optical interconnection density and power savings, making it the industry's first CPO-based 51.2 TBps ethernet switch. Corning's competitive strength lies in its focus on innovation. The company offers a range of products focused on the data center, with a portfolio that includes optical fiber, hardware, cables, and connectors, enabling it to create customized optical solutions that meet evolving customer needs. The growing adoption of innovative optical connectivity products for generative AI applications is expected to be a key growth driver in the Optical Communication continues to expand its portfolio of data center solutions with innovations like the CPO FlexConnect Fiber. This single-mode fiber is engineered for enhanced bend performance and reduced multi-path interference, optimizing overall system performance within CPO architectures. In addition to this effort, both companies are now expanding their efforts to develop next-generation CPO solutions based on 200G per lane technology, aiming to unlock even greater efficiency and data throughput. These advancements are expected to generate incremental demand for Corning's solutions, leading to higher revenues. An improved financial performance is likely to propel the stock upward. Shares of Corning have soared 35.6% over the past year compared with the industry's growth of 33.2%. Image Source: Zacks Investment Research Corning currently carries a Zacks Rank #3 (Hold). A couple of better-ranked stocks in the broader industry have been discussed below:InterDigital IDCC carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. In the trailing four quarters, InterDigital delivered an earnings surprise of 160.15%. The company is a pioneer in advanced mobile technologies that enable wireless communications and designs and develops a wide range of advanced technology solutions used in digital cellular, wireless 3G, 4G, and IEEE 802-related products and Networks, Inc. ANET, carrying a Zacks Rank of 2 at present, supplies products to a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprises, financials and specialty cloud service delivered a trailing four-quarter average earnings surprise of 11.82% and has a long-term growth expectation of 14.81%. Arista currently serves five verticals, namely – cloud titans (customers that deploy more than one million servers), cloud specialty providers, service providers, financial services and the rest of the enterprise. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Corning Incorporated (GLW) : Free Stock Analysis Report InterDigital, Inc. (IDCC) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Business Wire
13-05-2025
- Business
- Business Wire
Corning Collaborates with Broadcom To Accelerate AI Data Center Processing Capacity
CORNING, N.Y.--(BUSINESS WIRE)--Corning Incorporated (NYSE:GLW), a world leader in glass science and optical physics, today announced a collaboration with Broadcom Incorporated (NASDAQ:AVGO), a leading supplier in the semiconductor field, on a co-packaged optics (CPO) infrastructure that will significantly increase processing capacity within data centers. Corning will supply cutting-edge optical components for Broadcom's Bailly CPO system, the industry's first CPO-based 51.2 terabit per second (TBps) ethernet switch. This combination will deliver significant improvements in optical interconnection density and power savings, making it ideal for large-scale artificial intelligence (AI) clusters. CPO infrastructure is meeting the needs of AI workloads by improving networking and processing bandwidth, density, and power efficiency inside data centers by placing optics and electronics closer together in a processing system. CPO can take AI to the next level by enabling higher speeds and densities while improving overall power efficiency in data centers. Broadcom's Bailly CPO system incorporates eight silicon photonics-based, 6.4 TBps optical engines that are co-packaged with Broadcom's StrataXGS® Tomahawk®5 Ethernet switch chip. Corning is now a qualified supplier of the optical infrastructure that is needed to bring fibers to these optical engines. The fiber harnesses that make up this optical infrastructure include connectors for the front-plate and external laser modules, single mode and polarization maintaining fibers, and fiber array units (FAUs) that connect the fibers to the optical engines with a high degree of precision and reliability. 'As AI-enabled data centers continue to scale, Corning has been collaborating with Broadcom to ensure CPO connectivity needs are met with a high degree of performance and reliability,' said Benoit Fleury, Director, CPO Business Development, Corning Optical Communications. 'With this latest collaboration, we're delivering an optical connectivity solution that enables unprecedented speeds and bandwidth concentrations with lower power consumptions and costs.' 'The explosive growth of AI workloads is driving unprecedented demands on interconnect bandwidth. Our multi-year collaboration with Corning on high density fiber connectivity solutions for the TH5-Bailly CPO system has resulted in breakthrough performance at scale,' said Sheng Zhang, Chief Technology Officer of Optical Systems Division, Broadcom. 'We're thrilled to deepen this relationship as we work together on the next-generation 200G per lane CPO solutions—unlocking even greater power efficiency and bandwidth density for the next generation of AI-powered data centers.' Corning offers a wide range of optical fiber, cable, and connectivity solutions for data center networking, and continues to unveil new innovations as these networks rapidly evolve. For example, in addition to its collaboration with Broadcom on their CPO product development, Corning has also launched the CPO FlexConnect™ Fiber, a single mode fiber that is engineered for superior bend performance while mitigating multi-path interference (MPI) impairments to enhance the overall system performance of the optical infrastructure within a CPO system. For more information on Corning's CPO solutions, visit our CPO solutions website. About Corning Incorporated Corning ( is one of the world's leading innovators in materials science, with a 170-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people's lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning's capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping our customers capture new opportunities in dynamic industries. Today, Corning's markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences.
