#broadcom

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#semiconductors

Broadcom CEO Hock Tan predicts million-accelerator AI rigs

Broadcom anticipates a significant investment from hyperscalar customers in AI clusters over the next three to five years, increasing in computing requirements.
The design of AI systems that bypass existing bottlenecks presents a key opportunity for Broadcom in the semiconductor market.

Broadcom Soared 37% So Far This Year and Here Is Where It's Going

Broadcom is emerging as a key player in AI amidst a correction in tech stocks, with strong revenue growth and strategic partnerships.
Analysts expect a tech rebound later this year despite the current software lag, signaling potential investment opportunities.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

Intel's next-gen chip manufacturing process reportedly hits snag after failing crucial tests

Intel is struggling to regain its chipmaking leadership due to challenges with its 18A manufacturing process.

AVGO vs. SMCI: Which AI Stock Is the Best Buy Now

Broadcom (AVGO) is positioned as a leading AI semiconductor company, with significant growth potential despite recent market volatility.

Broadcom (AVGO) Price Prediction and Forecast 2025-2030

Broadcom is strategically positioned to benefit from the growing demand for semiconductors and AI integration, indicating strong future growth potential.

Broadcom CEO Hock Tan predicts million-accelerator AI rigs

Broadcom anticipates a significant investment from hyperscalar customers in AI clusters over the next three to five years, increasing in computing requirements.
The design of AI systems that bypass existing bottlenecks presents a key opportunity for Broadcom in the semiconductor market.

Broadcom Soared 37% So Far This Year and Here Is Where It's Going

Broadcom is emerging as a key player in AI amidst a correction in tech stocks, with strong revenue growth and strategic partnerships.
Analysts expect a tech rebound later this year despite the current software lag, signaling potential investment opportunities.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

Intel's next-gen chip manufacturing process reportedly hits snag after failing crucial tests

Intel is struggling to regain its chipmaking leadership due to challenges with its 18A manufacturing process.

AVGO vs. SMCI: Which AI Stock Is the Best Buy Now

Broadcom (AVGO) is positioned as a leading AI semiconductor company, with significant growth potential despite recent market volatility.

Broadcom (AVGO) Price Prediction and Forecast 2025-2030

Broadcom is strategically positioned to benefit from the growing demand for semiconductors and AI integration, indicating strong future growth potential.
moresemiconductors
#vmware

More than half of VMware customers looking for alternatives

More than half of VMware customers are contemplating leaving under Broadcom's leadership due to price hikes and service dissatisfaction.

"Extreme" Broadcom-proposed price hike would up VMware costs 1,050%, AT&T says

Broadcom quoted AT&T a 1,050% price hike for VMware offerings amid a legal dispute over support renewals and contractual obligations.

Critical 9.8-rated VMware vCenter RCE bug under exploit

Two critical VMware vCenter vulnerabilities have been exploited, necessitating immediate patches after Broadcom's incomplete initial fix attempt.

AT&T sues Broadcom for refusing to renew perpetual license support

AT&T accuses Broadcom of trying to change VMware contracts retroactively, which threatens AT&T's critical support services renewal.

VMware needs to win back trust - and VMware Explore Barcelona 2024 is its chance to do so

VMware must alleviate customer concerns about its future under Broadcom to retain its market position.

VMware revenue bounces for Broadcom, chips not so much

Broadcom's acquisition strategy is showing early success with VMware, evident in significant revenue growth despite facing a substantial loss.

More than half of VMware customers looking for alternatives

More than half of VMware customers are contemplating leaving under Broadcom's leadership due to price hikes and service dissatisfaction.

"Extreme" Broadcom-proposed price hike would up VMware costs 1,050%, AT&T says

Broadcom quoted AT&T a 1,050% price hike for VMware offerings amid a legal dispute over support renewals and contractual obligations.

Critical 9.8-rated VMware vCenter RCE bug under exploit

Two critical VMware vCenter vulnerabilities have been exploited, necessitating immediate patches after Broadcom's incomplete initial fix attempt.

AT&T sues Broadcom for refusing to renew perpetual license support

AT&T accuses Broadcom of trying to change VMware contracts retroactively, which threatens AT&T's critical support services renewal.

VMware needs to win back trust - and VMware Explore Barcelona 2024 is its chance to do so

VMware must alleviate customer concerns about its future under Broadcom to retain its market position.

VMware revenue bounces for Broadcom, chips not so much

Broadcom's acquisition strategy is showing early success with VMware, evident in significant revenue growth despite facing a substantial loss.
morevmware
#artificial-intelligence

AI Data Needs Lead Broadcom to Push DSP Speeds

Broadcom's Sian line of digital signal processors is expanding to meet data demands from artificial intelligence, achieving high performance with low latency and power usage.

Opinion: Broadcom (AVGO) Is the Best Chip Stock to Buy for AI's Next Growth Phase

Broadcom is evolving from mobile chips to leading in AI data center infrastructure, poised for the next phase of AI growth.

AI Data Needs Lead Broadcom to Push DSP Speeds

Broadcom's Sian line of digital signal processors is expanding to meet data demands from artificial intelligence, achieving high performance with low latency and power usage.

Opinion: Broadcom (AVGO) Is the Best Chip Stock to Buy for AI's Next Growth Phase

Broadcom is evolving from mobile chips to leading in AI data center infrastructure, poised for the next phase of AI growth.
moreartificial-intelligence
#velocloud

Broadcom juices VeloCloud SD-WAN for AI networking

Broadcom's VeloRAIN technology improves edge networking for AI applications by identifying encrypted traffic, enhancing service quality.

Broadcom announces VeloRAIN architecture for VeloCloud: what is that?

Broadcom has introduced VeloRAIN to enhance its VeloCloud SD-WAN portfolio, focusing on AI workload optimization.
VeloRAIN aims to improve the user experience and security for AI applications in distributed environments.

Broadcom juices VeloCloud SD-WAN for AI networking

Broadcom's VeloRAIN technology improves edge networking for AI applications by identifying encrypted traffic, enhancing service quality.

Broadcom announces VeloRAIN architecture for VeloCloud: what is that?

Broadcom has introduced VeloRAIN to enhance its VeloCloud SD-WAN portfolio, focusing on AI workload optimization.
VeloRAIN aims to improve the user experience and security for AI applications in distributed environments.
morevelocloud
#vmware-explore-2024

Broadcom Adds On-Premises Edition of Project Management Application - DevOps.com

Broadcom introduces an on-premises edition of Rally for better data control, meeting the needs of regulated industries concerned about security.

Broadcom Virtual Cloud Foundation Update Streamlines DevOps Workflows - DevOps.com

Broadcom's VCF 9 simplifies private cloud management and reduces TCO by integrating multiple management tools into one console.

VMware Explore 2024 live: All the news and updates as they happen

Broadcom leadership will discuss VMware's strategy and innovations at VMware Explore 2024.

Broadcom Adds On-Premises Edition of Project Management Application - DevOps.com

Broadcom introduces an on-premises edition of Rally for better data control, meeting the needs of regulated industries concerned about security.

Broadcom Virtual Cloud Foundation Update Streamlines DevOps Workflows - DevOps.com

Broadcom's VCF 9 simplifies private cloud management and reduces TCO by integrating multiple management tools into one console.

VMware Explore 2024 live: All the news and updates as they happen

Broadcom leadership will discuss VMware's strategy and innovations at VMware Explore 2024.
morevmware-explore-2024
#openai

OpenAI will start using AMD chips and could make its own AI hardware in 2026

OpenAI is developing custom silicon with Broadcom, targeting 2026 for production, and integrating AMD chips into Azure for current needs.

OpenAI is taking a page out of Big Tech's playbook by reportedly designing its own chips

OpenAI is collaborating with Broadcom and TSMC to design custom AI chips, enhancing control and efficiency in their supply chain.

OpenAI bets on its own AI chips by 2026

OpenAI is designing its own AI chips to enhance competitiveness, collaborating with TSMC and Broadcom, while currently using AMD processors for model training.

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

OpenAI is developing in-house chips to better manage AI computational demands and costs.

OpenAI will start using AMD chips and could make its own AI hardware in 2026

OpenAI is developing custom silicon with Broadcom, targeting 2026 for production, and integrating AMD chips into Azure for current needs.

OpenAI is taking a page out of Big Tech's playbook by reportedly designing its own chips

OpenAI is collaborating with Broadcom and TSMC to design custom AI chips, enhancing control and efficiency in their supply chain.

OpenAI bets on its own AI chips by 2026

OpenAI is designing its own AI chips to enhance competitiveness, collaborating with TSMC and Broadcom, while currently using AMD processors for model training.

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

OpenAI is developing in-house chips to better manage AI computational demands and costs.
moreopenai
#ai

Broadcom Announces Merchant Silicon 50G PON Solution

Broadcom's 50G PON technology with embedded NPU accelerates AI/ML and enhances broadband performance for telecom operators.

The Best Stocks to Invest $1,000 In Right Now | The Motley Fool

Investing $1,000 in the stock market can potentially grow into $1 million over time.
Broadcom is a good long-term investment for the AI boom.

Broadcom Announces Merchant Silicon 50G PON Solution

Broadcom's 50G PON technology with embedded NPU accelerates AI/ML and enhances broadband performance for telecom operators.

The Best Stocks to Invest $1,000 In Right Now | The Motley Fool

Investing $1,000 in the stock market can potentially grow into $1 million over time.
Broadcom is a good long-term investment for the AI boom.
moreai
#virtualization

XCP-NG teases VMware alternative for next major version

Vates is thankful for Broadcom's support in boosting XCP-NG's growth while criticizing Citrix's management decisions that hinder collaboration.

Broadcom Updates to VMware Portfolio Streamline DevOps Workflows - DevOps.com

Broadcom extended VMware Cloud Foundation with templates for self-service catalogs.

XCP-NG teases VMware alternative for next major version

Vates is thankful for Broadcom's support in boosting XCP-NG's growth while criticizing Citrix's management decisions that hinder collaboration.

Broadcom Updates to VMware Portfolio Streamline DevOps Workflows - DevOps.com

Broadcom extended VMware Cloud Foundation with templates for self-service catalogs.
morevirtualization
#intel

Intel cans 20A process node

Intel will use external foundries for its Arrow Lake processors as its 20A process is delayed, with 18A still on schedule for 2025.

Intel's advanced chipmaking process reportedly runs into trouble

Intel's next-gen 18A manufacturing process has failed recent tests, complicating its plans for recovery as a leading chipmaker.

Intel cans 20A process node

Intel will use external foundries for its Arrow Lake processors as its 20A process is delayed, with 18A still on schedule for 2025.

Intel's advanced chipmaking process reportedly runs into trouble

Intel's next-gen 18A manufacturing process has failed recent tests, complicating its plans for recovery as a leading chipmaker.
moreintel
#nvidia

After NVIDIA and Broadcom Stock Splits, This Lesser Known Stock Could Be Next

AI-related stocks like Nvidia, Broadcom, and Super Micro are experiencing rapid growth, with potential stock splits to broaden investor base and offer stock-based compensation.

Broadcom stock split date nears: What that means for investors as AI chipmakers ride Nvidia's wave

Broadcom beat earnings expectations, announced a 10-for-1 stock split starting July 15.

Is Broadcom the Absolute Need-to-Own Tech Dividend Stock?

Broadcom is transforming into a major AI chipmaker, rivaling Nvidia.
The company has consistently grown its dividend since 2010, showing dedication to income investors.
Broadcom's high market multiple raises questions about valuation and future potential.

After NVIDIA and Broadcom Stock Splits, This Lesser Known Stock Could Be Next

AI-related stocks like Nvidia, Broadcom, and Super Micro are experiencing rapid growth, with potential stock splits to broaden investor base and offer stock-based compensation.

Broadcom stock split date nears: What that means for investors as AI chipmakers ride Nvidia's wave

Broadcom beat earnings expectations, announced a 10-for-1 stock split starting July 15.

Is Broadcom the Absolute Need-to-Own Tech Dividend Stock?

Broadcom is transforming into a major AI chipmaker, rivaling Nvidia.
The company has consistently grown its dividend since 2010, showing dedication to income investors.
Broadcom's high market multiple raises questions about valuation and future potential.
morenvidia
#vmware-acquisition

Price hikes of over 2x widely expected under Broadcom's VMware, survey finds

Customer backlash against Broadcom's changes following VMware acquisition.

Nutanix ramps up VMware opportunity | Computer Weekly

Nutanix CEO addresses concerns over VMware's acquisition by Broadcom, positioning Nutanix as a reliable alternative for customers.

Price hikes of over 2x widely expected under Broadcom's VMware, survey finds

Customer backlash against Broadcom's changes following VMware acquisition.

Nutanix ramps up VMware opportunity | Computer Weekly

Nutanix CEO addresses concerns over VMware's acquisition by Broadcom, positioning Nutanix as a reliable alternative for customers.
morevmware-acquisition
#cloud-services

VMware Cloud on AWS to be bought only from Broadcom

Broadcom ended AWS's relationship with VMware Cloud on AWS, signaling potential changes for customers.

Euro cloud group blasts Broadcom over VMware licensing

CISPE criticizes Broadcom's concessions as failing to address core concerns about VMware licensing issues.

VMware Cloud on AWS to be bought only from Broadcom

Broadcom ended AWS's relationship with VMware Cloud on AWS, signaling potential changes for customers.

Euro cloud group blasts Broadcom over VMware licensing

CISPE criticizes Broadcom's concessions as failing to address core concerns about VMware licensing issues.
morecloud-services

Layoff tracker: Mass layoffs by tech companies big and small hit the Bay Area

Hundreds of tech jobs are being cut in the Bay Area, with companies like Ebay, Google, Cruise, Broadcom, Roku, and Bloom Energy announcing layoffs.
Ebay is cutting 9% of its workforce, Google is cutting around half a percent of its workforce, Cruise is laying off 900 employees, Broadcom is laying off 2,837 employees, Roku is cutting an additional 136 jobs, and Bloom Energy is cutting 47 permanent roles and 50 contractors.
#Broadcom

Broadcom bakes an NPU into its switches to combat congestion

Broadcom has developed a switch silicon with a built-in neural networking engine called NetGNT, designed to combat network congestion without compromising latency or throughput.
The Trident 5-X12 chip, which features NetGNT, can be trained to identify various traffic patterns and is particularly effective at addressing congestion associated with AI workloads.
The chip is capable of pushing around 16 Tbps of bandwidth and is expected to be deployed in AI compute clusters to alleviate networking bottlenecks.

Broadcom CEO tells VMWare workers to 'get butt back to office' after completing a $69 billion merger of the two companies

Broadcom CEO Hock Tan orders newly acquired employees to work in the office if they live within 50 miles.
There has been a debate between the benefits of in-person work and remote work, with some companies remaining committed to remote work.

Broadcom bakes an NPU into its switches to combat congestion

Broadcom has developed a switch silicon with a built-in neural networking engine called NetGNT, designed to combat network congestion without compromising latency or throughput.
The Trident 5-X12 chip, which features NetGNT, can be trained to identify various traffic patterns and is particularly effective at addressing congestion associated with AI workloads.
The chip is capable of pushing around 16 Tbps of bandwidth and is expected to be deployed in AI compute clusters to alleviate networking bottlenecks.

Broadcom CEO tells VMWare workers to 'get butt back to office' after completing a $69 billion merger of the two companies

Broadcom CEO Hock Tan orders newly acquired employees to work in the office if they live within 50 miles.
There has been a debate between the benefits of in-person work and remote work, with some companies remaining committed to remote work.
moreBroadcom

Is Broadcom a Must Buy in July?

Broadcom's stock split on July 12 leads to increased investor expectations and improved access to company shares.

ByteDance and Broadcom set to collaborate on AI chip development

ByteDance and Broadcom are in talks to develop an AI processor for TikTok's parent company, strengthening procurement and AI capabilities while navigating US-China trade restrictions.

VMware/Broadcom: Prepare for legacy support | Computer Weekly

Broadcom's acquisition strategy includes building a software business focused on customer acquisition through significant acquisitions.
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