#broadcom

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#openai
Tech industry
fromFast Company
2 days ago

Broadcom stock is soaring on AI chip demand and mysterious new customer with $10 billion to spend

Broadcom posted $15.95B Q3 revenue, beat estimates, expects $17.4B Q4, and secured a $10B custom AI chip order that boosts fiscal 2026 AI outlook.
#vmware
Privacy technologies
fromTheregister
1 month ago

VMware portal prevents some users from downloading patches

Customers with perpetual VMware licenses lack access to security patches without active support contracts, increasing security risks.
E-Commerce
fromIT Pro
1 month ago

VMware partners face more disruption with latest Broadcom changes

Broadcom is revising its VMware Cloud Service Provider program to focus on larger partners, reducing overall partnerships.
#ai-stocks
from24/7 Wall St.
5 days ago

Is Broadcom a Buy Before Sept. 4 Earnings?

( BroadcomNASDAQ:AVGO) has been a standout performer, soaring 120% from its April lows and delivering an astonishing 500% return over the past three years. This meteoric rise is fueled by Broadcom's strategic pivot into artificial intelligence (AI), particularly in data centers, where its custom AI chips and networking solutions are in high demand. The company reportedly ( controls around 70% of the custom AI chip market , serving hyperscale clients like major tech giants Google and Meta PlatformsNASDAQ:META) building AI infrastructure.
Business
DevOps
fromDevOps.com
1 week ago

Broadcom Adds Argo and Ubuntu Support to VMware Cloud Foundation - DevOps.com

Broadcom enhances VMware Cloud Foundation's embedded Kubernetes with Argo, Istio, developer services, Chiseled Ubuntu containers, and GPU driver support for faster AI deployments.
from24/7 Wall St.
1 month ago

Broadcom (AVGO) Could Be a $400 Stock, Says Seasoned Pro

Broadcom has gained 122% in the past year, which illustrates its strong performance in the semiconductor industry. It has shown potential to rival major tech companies.
Tech industry
fromTheregister
1 month ago

Millions of Dell PCs with Broadcom chips open to attack

Critical security flaws in Broadcom chips utilized in over 100 Dell computer models could enable attackers to compromise millions of devices and obtain sensitive user information.
Privacy professionals
Artificial intelligence
fromComputerWeekly.com
1 month ago

Broadcom unveils Jericho4 for distributed AI networking across datacentres | Computer Weekly

Jericho4 router addresses the increasing complexity and power demands of AI infrastructure with scalable, secure, and high-bandwidth connections.
#networking
fromTechzine Global
1 month ago
Artificial intelligence

Broadcom launches Jericho4 for scalable data center networks

Broadcom's Jericho4 chip supports scalable AI infrastructure by connecting multiple data centers into a unified system.
fromTheregister
3 months ago
Tech industry

Broadcom takes a Tomahawk to Nvidia's AI networking empire

Broadcom's Tomahawk 6 chip doubles previous bandwidth, targeting AI networking challenges and competing against Nvidia's offerings.
Tech industry
fromTheregister
3 months ago

Broadcom takes a Tomahawk to Nvidia's AI networking empire

Broadcom's Tomahawk 6 chip doubles previous bandwidth, targeting AI networking challenges and competing against Nvidia's offerings.
#cispe
Tech industry
from24/7 Wall St.
1 month ago

Forget Tesla: This AI Stock Deserves a Spot in the Magnificent 7

Tesla stock faces significant challenges due to increasing competition in the autonomous vehicle market.
Tech industry
fromTechzine Global
1 month ago

Broadcom launches Tomahawk Ultra with 250ns network latency

Broadcom's Tomahawk Ultra switch achieves 250ns latency and 51.2 Tbps throughput, eliminating packet loss and optimizing Ethernet for HPC and AI.
#ai
#semiconductors
Tech industry
fromTheregister
1 month ago

Telefonica DE shifts VMware support to Spinnaker due to cost

Telefónica Germany switched support from VMware to Spinnaker due to Broadcom's unacceptably high renewal quote.
fromTheregister
2 months ago

Arista acquires VMware's VeloCloud SD-WAN outfit

VeloCloud's secure, AI-optimized cloud WAN portfolio will provide seamless, application-aware solutions to connect customer sites of any type, complementing Arista's leading data center and campus wired/wireless portfolio.
Tech industry
Tech industry
from24/7 Wall St.
2 months ago

Why 2026 Could Be an Epic Year for Broadcom (Nasdaq: AVGO) Stock

Broadcom is experiencing significant growth in AI revenue, especially with partnerships with Google and Meta.
#ai-infrastructure
from24/7 Wall St.
2 months ago

The Surprising Stock That Will Be Worth More Than Apple by 2030

Apple's growth has stagnated, with revenue and EPS trailing the S&P 500, revealing vulnerabilities to dynamic competitors while Broadcom's explosive growth positions it as a formidable rival.
Apple
European startups
fromwww.mercurynews.com
2 months ago

Broadcom's 340% rally has Wall Street debating if it's Magnificent Seven material

Broadcom's significant growth driven by AI spending positions it alongside tech giants, while Tesla struggles amid political backlash.
Broadcom's revenue growth contrasts with Tesla's decline, suggesting a shift in investor focus within the technology sector.
fromTechzine Global
3 months ago

Quarterly results roundup: Broadcom, Rubrik, HPE, NetApp, and more

Rubrik's expectation-beating performance in Q1, showing improved share losses and significant revenue growth, underscores the company's effective shift towards subscription-based models.
Tech industry
fromInfoQ
3 months ago

Spring Team on AOT Cache Handling, Null Safety with JSpecify, and Support Durations

"Spring Boot is flexible here. It provides an extract command to unpack an executable JAR, which can be used with a Class Data Sharing (CDS) or AOT cache."
Java
Retirement
from24/7 Wall St.
3 months ago

Invest $75K in Nvidia or Broadcom? A Strategy for Early Retirement

The AI revolution is reshaping markets, with Nvidia and Broadcom as key players in AI infrastructure.
fromTheregister
3 months ago

Broadcom data stolen in payroll provider ransomware raid

In late September, 2024, BSH/ADP became aware of the ransomware attack, which led to personal data being made available online in December 2024.
EU data protection
European startups
fromTechzine Global
3 months ago

Simplicity and edge are at the heart of Scale Computing

Scale Computing's growth stems from customers fleeing Broadcom's VMware acquisition, highlighting the importance of strategic planning for future IT needs.
fromComputerWeekly.com
3 months ago

Roundtable: Why did customers sail away from VMware? | Computer Weekly

Dom Johnston from Golding spoke about their move from VMware to Nutanix due to concerns over AWS and VMware's partnership future leaving risks at the end of their contract.
DevOps
Silicon Valley real estate
fromTechzine Global
4 months ago

Broadcom sends cease-and-desist letter to holders of perpetual VMware licenses

Broadcom has shifted VMware to a subscription-only model, ceasing perpetual licenses, which has raised user concerns and led to potential legal action for non-compliance.
from24/7 Wall St.
4 months ago

Prediction: 1 AI Stock That Will Eclipse Amazon in 5 Years

E-commerce giant Amazon dominates the tech market, yet Broadcom's rapid growth and commitment to AI position it as a formidable contender to potentially overshadow Amazon within five years.
Artificial intelligence
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