Broadcom (AVGO) is showcasing its advanced AI infrastructure solutions at the Optical Fiber Communications Conference (OFC) in Los Angeles from March 15 to 19, 2026. Key offerings include the introduction of the industry’s first 400G/lane optical DSP, named Taurus, which is designed to enable cost-effective, low-power 1.6T optical transceivers. Broadcom’s new 3.5D XDSiP platform, coupled with a robust Ethernet portfolio that includes 102.4T Tomahawk 6 switches, aims to enhance AI networking capabilities.
In Q1 2026, Broadcom’s revenue from custom accelerators surged 140% year-over-year, with expectations to maintain momentum into Q2, projecting AI revenues of $10.7 billion—a 140% increase. Overall, Broadcom anticipates $22 billion in total revenues for Q2, representing a 47% growth year-over-year.
As the semiconductor market intensifies with competition from NVIDIA and Skyworks, Broadcom’s stock has outperformed, appreciating 72.7% over the past year compared to the broader sector’s 34.1%. The Zacks Consensus Estimate for Broadcom’s 2026 earnings stands at $11.12 per share, suggesting an increase of 63.1% from 2025.
