Broadcom slams AI silicon-fueled Q3, promises double-double on the way
And VMware continues to tick along
News - Hock Tan
The latest news on networking, cloud, and AI infrastructure
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Broadcom lavishes ‘major’ updates on VMware VCF 9.1 minor refresh
Updates spread across 'three big areas of focus.'
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Meta partners with Broadcom for development of multiple generations of MTIA chips
Deal comes a month after Meta unveiled next four generations of its AI training and inferencing chips
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Broadcom tops Tanzu with agentic AI-focused updates
IDC's Matthew Flug noted the updates can help organizations bolster their agentic AI initiatives, and 'move from a crawl phase to a walk phase'
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Nutanix CEO targets majority of VMware’s customer base
Wave of migrations continues
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Did GTC kill OFC’s CPO love?
OFC, GTC events portend toward CPO’s eventual place in scale up
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Broadcom gulps AI-infused silicon revenues, touts superior supply chain planning
A healthy drink that CEO Hock Tan said is not impacting VMware
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Broadcom bags US gov’t license deal to help drive AI prototyping
Federal agencies can now access VMware platforms like Tanzu at discounts of up to 64%
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Broadcom leans on VMware’s long-term cash flows in $4.5B bond sale
Extended maturities mark Broadcom’s confidence in VMware subscriptions and AI-driven revenues
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Broadcom CEO Hock Tan cautious on silicon photonics, CPO need
'We're not quite there yet,' Tan said.
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Broadcom bulges with Anthropic, AI orders
And a new unnamed XPU customer is teased
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OpenAI enlists Broadcom to co-develop custom AI hardware
ChatGPT developer will deploy Broadcom's networking solutions in its racks alongside jointly developed GPUs
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Broadcom sells VMware’s HQ in reported $115M deal
Silicon Valley site sold shortly after $5 billion debt restructuring
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Can VMware take advantage of post-Explore velocity?
Analysts see opportunity and hurdles
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Broadcom CEO not sure it’s worth targeting smaller VMware customers
Hock Tan questions whether there is value for Broadcom and those smaller enterprises
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Broadcom’s Tanzu concedes Explore presence to VCF, private cloud
Division head Purnima Padmanabhan touts importance of CEO Hock Tan's private cloud push
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Broadcom CEO’s VMware Explore keynote subtle yet pointed
VMware failed enterprise customers, but it's better now
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Broadcom basks in VMware momentum heading into Explore
But that shine relies heavily on a few stars
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Broadcom revamps VCF support plans
Longer free support with fewer VCF updates
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Broadcom completes $69bn VMware acquisition
Plans to invest in VMware products further
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Broadcom finally closes VMware deal
Now that the approvals are all in, Broadcom faces the critical task of integrating VMware.