3M and Tech Coalition Form MSA to Standardize Optical Connectivity for AI Data Centers

Event summary

  • 3M and 16 other tech companies launched a multi-source agreement (MSA) on May 12, 2026, to advance open standards for expanded beam optical (EBO) connectivity in AI infrastructure.
  • The coalition aims to develop standardized specifications for EBO connector solutions to support the scaling of AI data centers.
  • Oracle is serving as co-chair of the MSA, highlighting the need for resilient Layer 1 connectivity in AI networks.
  • The MSA is open to additional members and has begun developing the first connector specification.

The big picture

The formation of this MSA underscores the critical role of optical connectivity in supporting the rapid scaling of AI data centers. As AI workloads push the physical limits of data centers, standardized approaches to optical connectivity are expected to reduce complexity and accelerate deployment. The coalition's focus on expanded beam optical technology highlights its advantages in reliability, ease of maintenance, and performance in high-density environments.

What we're watching

Adoption Pace
How quickly the industry will adopt the standardized EBO connectivity solutions developed by the MSA.
Market Impact
Whether the MSA's efforts will reduce complexity and accelerate deployment in AI data centers.
Competitive Dynamics
The pace at which other tech companies may join or form competing standards initiatives.

Related topics

Technology