Broadcom announces one million flap-free operating hours for its Co-Packaged Optics technology, showcasing production readiness and efficiency.
Quiver AI Summary
Broadcom Inc. announced a major achievement in its Co-Packaged Optics (CPO) technology, reaching one million cumulative hours of flap-free 400G equivalent port device operation at Meta. This milestone underscores the reliability and production-readiness of Broadcom's CPO platform, specifically designed for hyperscale AI applications, which offers a 65% reduction in optics power compared to traditional pluggable modules and improved link reliability. The CPO technology tightly integrates optical engines with switch silicon, facilitating higher bandwidth density and power efficiency in data centers. Broadcom emphasizes the innovation and quality behind the CPO platform, having demonstrated robust thermal management and validated its effectiveness in high-temperature environments without connectivity disruptions. The company continues to work with partners to promote CPO adoption and sees it as a foundation for future AI and cloud infrastructure.
Potential Positives
- Broadcom achieved a significant milestone with one million cumulative 400G equivalent port device hours of flap-free Co-Packaged Optics (CPO) operation at Meta, demonstrating the technology's maturity and production readiness.
- The CPO technology shows a 65% reduction in optics power compared to pluggable module solutions, indicating enhanced power efficiency and reliability for hyperscale AI applications.
- The absence of link flaps during testing underscores the industrial-grade stability and reliability of Broadcom’s CPO platform, reinforcing the company's commitment to quality and innovation.
- This milestone positions Broadcom as a leader in the development of next-generation data center architectures, furthering its vision for co-packaged optics in AI and cloud infrastructure.
Potential Negatives
- None
FAQ
What is Broadcom's recent achievement in Co-Packaged Optics technology?
Broadcom announced one million cumulative 400G equivalent port device hours of flap-free CPO operation at Meta, validating its production-readiness.
How does Broadcom's CPO technology improve data center operations?
CPO technology reduces optics power by 65% and enhances link reliability, enabling better bandwidth density and power efficiency.
What are link flaps and why are they important?
Link flaps are connectivity disruptions in networks; their absence indicates high reliability, crucial for performance in data center settings.
What features contribute to Broadcom's CPO platform reliability?
The CPO platform includes advanced thermal management, proven optical engine packaging, robust firmware, and end-to-end validation across multiple domains.
How does Broadcom plan to support the adoption of CPO technology?
Broadcom is collaborating with ecosystem partners to drive CPO adoption and ensure interoperability across the industry for next-generation infrastructure.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AVGO Congressional Stock Trading
Members of Congress have traded $AVGO stock 26 times in the past 6 months. Of those trades, 17 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $315,000 on 09/17, 08/15, 08/13, 07/29, 07/18 and 0 sales.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/18.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/25.
- REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/11 and 1 sale worth up to $15,000 on 06/10.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/11, 04/08 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/11 and 1 sale worth up to $15,000 on 04/03.
- REPRESENTATIVE VAL T. HOYLE purchased up to $15,000 on 06/06.
- REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 0 purchases and 2 sales worth up to $300,000 on 05/12, 04/17.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- REPRESENTATIVE KELLY MORRISON has traded it 2 times. They made 2 purchases worth up to $65,000 on 04/11 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AVGO Insider Trading Activity
$AVGO insiders have traded $AVGO stock on the open market 97 times in the past 6 months. Of those trades, 3 have been purchases and 94 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:
- HENRY SAMUELI has made 0 purchases and 13 sales selling 842,695 shares for an estimated $250,357,760.
- HOCK E TAN (President and CEO) has made 0 purchases and 6 sales selling 445,912 shares for an estimated $134,838,216.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 27 sales selling 152,204 shares for an estimated $39,861,686.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 21 sales selling 104,979 shares for an estimated $28,017,294.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 20 sales selling 16,397 shares for an estimated $4,785,269.
- JUSTINE PAGE has made 0 purchases and 6 sales selling 4,800 shares for an estimated $1,285,840.
- HARRY L. YOU has made 3 purchases buying 3,550 shares for an estimated $1,227,870 and 0 sales.
- GAYLA J DELLY sold 3,000 shares for an estimated $795,390
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AVGO Hedge Fund Activity
We have seen 2,182 institutional investors add shares of $AVGO stock to their portfolio, and 1,610 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 17,161,157 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $4,730,472,927
- FMR LLC added 15,242,268 shares (+15.0%) to their portfolio in Q2 2025, for an estimated $4,201,531,174
- PRICE T ROWE ASSOCIATES INC /MD/ added 12,640,424 shares (+19.3%) to their portfolio in Q2 2025, for an estimated $3,484,332,875
- CAPITAL INTERNATIONAL INVESTORS removed 12,484,722 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $3,441,413,619
- JANE STREET GROUP, LLC removed 7,333,469 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $2,021,470,729
- CAPITAL WORLD INVESTORS removed 6,799,578 shares (-4.4%) from their portfolio in Q2 2025, for an estimated $1,874,303,675
- VANGUARD GROUP INC added 6,222,802 shares (+1.3%) to their portfolio in Q2 2025, for an estimated $1,715,315,371
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AVGO Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 20 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a "Overweight" rating on 09/30/2025
- Macquarie issued a "Outperform" rating on 09/15/2025
- Mizuho issued a "Outperform" rating on 09/12/2025
- Argus Research issued a "Buy" rating on 09/08/2025
- Evercore ISI Group issued a "Outperform" rating on 09/05/2025
- Barclays issued a "Overweight" rating on 09/05/2025
- Citigroup issued a "Buy" rating on 09/05/2025
To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.
$AVGO Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 25 analysts offer price targets for $AVGO in the last 6 months, with a median target of $370.0.
Here are some recent targets:
- John Vinh from Keybanc set a target price of $420.0 on 09/30/2025
- Arthur Lai from Macquarie set a target price of $420.0 on 09/15/2025
- Vijay Rakesh from Mizuho set a target price of $410.0 on 09/12/2025
- Jim Kelleher from Argus Research set a target price of $375.0 on 09/08/2025
- William Stein from Truist Securities set a target price of $365.0 on 09/05/2025
- Rick Schafer from Oppenheimer set a target price of $360.0 on 09/05/2025
- Joseph Moore from Morgan Stanley set a target price of $382.0 on 09/05/2025
Full Release
PALO ALTO, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced a significant milestone in the deployment of Co-Packaged Optics (CPO) technology, highlighting one million cumulative 400G equivalent port device hours of flap-free CPO operation at Meta 1 . This achievement underscores the maturity, robustness, and production-readiness of Broadcom’s CPO platform for hyperscale AI applications. Compared to pluggable module solutions, the data highlights that CPO reduces optics power by 65 percent and also demonstrates higher link reliability.
CPO technology is a key enabler for next-generation data center architectures, offering unprecedented bandwidth density and power efficiency by tightly integrating optical engines with switch silicon. Ensuring the reliability of this innovative integration has been a key focus for Broadcom and its partners.
Testing of Broadcom CPO solutions at Meta has demonstrated one million link hours without a single link flap, validating Broadcom’s engineering excellence and rigorous qualification process. Link flaps, brief connectivity disruptions, are a critical reliability metric in high-performance data center networks. The absence of link flaps in Meta’s high-temperature lab characterization environment highlights the industrial-grade stability and reliability of Broadcom’s CPO implementation.
“Achieving one million link flap-free hours is a strong validation of Broadcom’s commitment to quality and innovation,” said Near Margalit, vice president and general manager of Broadcom’s Optical Systems Division. “This milestone shows that CPO is not just a research concept — it is production-proven and ready to scale.”
Broadcom’s CPO platform has been designed from the ground up with system-level reliability in mind, including:
- Advanced thermal management and control systems
- Proven optical engine packaging with integrated monitoring
- Robust firmware and link diagnostics
- End-to-end validation across electrical, optical, and mechanical domains
As hyperscale data centers push beyond 51.2 Tb/s switch bandwidth, CPO offers a sustainable path forward by addressing the power constraints and physical limitations of traditional pluggable optics. Broadcom continues to collaborate with ecosystem partners to drive CPO adoption and interoperability across the industry.
“This milestone reinforces the long-term vision for co-packaged optics as the foundation for next-generation AI and cloud infrastructure,” added Margalit. “Broadcom is proud to lead this transformation with our growing ecosystem of partners.”
To learn more about Broadcom’s CPO solutions, please visit www.broadcom.com/CPO
1. ECOC 2025, “Co-Packaged Optics Technology Evaluation for Hyperscale Data Center Fabric Switches” by Siamak Amiralizadeh, September 30, 2025, https://ecoc2025.abstractserver.com/program/#/details/presentations/167
About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to
www.broadcom.com
.
Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.
Press Contact:
Khanh Lam
Global Communications
[email protected]
Telephone: +1 408 433 8649
