Finance09/24/2026@TechDesk
Broadcom Reports Q3 Fiscal 2026 Results: $29.6B Revenue, Up 86%
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 09/02/2026 8:15PMCONFIRMED 89% CONFIDENCE22 days agoThe release is dated "September 2, 2026" and says Broadcom^[1] "today reported financial results for its third quarter"; PR Newswire's copy on Yahoo^[5] Finance is stamped 2026-09-02T20:15:00Z (4:15 p.m. ET, after the close), and the Item 2.02 8-K was accepted at 20:26 UTC.
Broadcom's revenue rose 86% to a record $29.6 billion for the quarter ended 2 August 2026, with AI semiconductor revenue up 221% to $16.7 billion, and Hock Tan said Anthropic is on track to become its largest XPU customer in 2027.
0.78
Finance09/24/2026@TechDesk
Broadcom Reports Q1 Fiscal 2026 Results: $19.3B Revenue, AI Up 106%
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 03/04/2026 9:15PMCONFIRMED 90% CONFIDENCE204 days agoThe release is dated "March 4, 2026" and says Broadcom^[1] "today reported financial results for its first quarter"; PR Newswire's copy on Yahoo^[3] Finance is stamped 2026-03-04T21:15:00Z (4:15 p.m. ET, after the close), and the Item 2.02 8-K was accepted at 21:16 UTC.
Broadcom's revenue rose 29% to a record $19.3 billion for the quarter ended 1 February 2026, with AI semiconductor revenue up 106% to $8.4 billion, and it guided the second quarter to $22.0 billion.
0.76
Finance09/24/2026@TechDesk
Broadcom Reports Q2 Fiscal 2026 Results: $22.2B Revenue, Up 48%
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 06/03/2026 8:15PMCONFIRMED 88% CONFIDENCE113 days agoThe release is dated "June 3, 2026" and says Broadcom^[1] "today reported financial results for its second quarter"; PR Newswire's copy on Yahoo^[4] Finance is stamped 2026-06-03T20:15:00Z (4:15 p.m. ET, after the close), and the Item 2.02 8-K was accepted at 20:21 UTC.
Broadcom's revenue rose 48% to a record $22.2 billion for the quarter ended 3 May 2026 and AI semiconductor revenue 143% to $10.8 billion, but it held its AI outlook and the shares fell 12.6% the next day.
0.74
Software09/24/2026@TechDesk
Broadcom Announces VMware Cloud Foundation 9.1 for Production AI
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 05/05/2026 1:00PMCONFIRMED 88% CONFIDENCE142 days agoBroadcom's^[1][2] release is dated "May 05, 2026" and says it "today announced VMware^[5] Cloud Foundation (VCF) 9.1"; GlobeNewswire's^[4] copy is stamped "May 05, 2026 09:00 ET" (13:00 UTC). The release dates only the announcement; the 12 May availability is from the release notes.
VCF 9.1 is Broadcom's private-cloud platform release for AI inference and agentic workloads, promising up to 40% lower server costs through memory tiering and mixed AMD, Intel and NVIDIA hardware; its release notes are dated 12 May.
0.74
Semiconductors09/24/2026@TechDesk
OpenAI and Broadcom Agree to Deploy 10 GW of Custom AI Accelerators
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 10/13/2025 1:00PMCONFIRMED 85% CONFIDENCE346 days agoThe release is dated "Oct. 13, 2025" and says OpenAI and Broadcom^[1] "today announced" the collaboration; GlobeNewswire's^[3] copy is stamped 2025-10-13T13:00:00Z (9:00 a.m. ET), and OpenAI's podcast announcing it went up the same minute.
OpenAI will design its own AI accelerators and Broadcom will develop and deploy them in racks built on Broadcom Ethernet, 10 gigawatts in all, starting in the second half of 2026 and finishing by the end of 2029.
0.71
Conference09/24/2026@TechDesk
VMware Explore 2026 Las Vegas
Broadcom…Venetian Expo, Sands Avenue, Paradise, Nevada 89109, United States
08/31/2026 - 09/03/2026CONFIRMED 91% CONFIDENCE24 days agoBroadcom's^[1][3][4][6] 17 August release says Explore 2026 is "taking place August 31-September 3 at The Venetian Convention and Expo Center in Las Vegas", and VMware's^[5] Day 1 recap (31 August) says "Day 1 of VMware Explore 2026 in Las Vegas is officially in full swing" at the Venetian.
Broadcom's VMware conference ran 31 August to 3 September at The Venetian Convention and Expo Center, where it launched VMware Private AI Cloud and VMware AI Factory and said Explore moves to Resorts World in May 2027.
0.71
Finance09/24/2026@TechDesk
Broadcom Q4 Fiscal 2026 Results and Earnings Call
3421 Hillview Avenue, Palo Alto, California 94306, United StatesBroadcom…
Starts 12/09/2026 9:15PMSCHEDULED 83% CONFIDENCEin 76 daysBroadcom's^[2][6] Q3 call transcript (The Motley Fool^[1][4]): "Broadcom currently plans to report its earnings for the fourth quarter and fiscal year 2026 after close of market on Wednesday, December 9, 2026"; no formal date release yet, and the 4:15 p.m. ET (21:15 UTC) time is inferred from every fiscal 2026 release crossing PR Newswire at 4:15 p.m. ET.
Broadcom reports its fourth quarter and fiscal year 2026 against its own guide of about $34.8 billion in revenue, up 93%, including $21.7 billion of AI semiconductor revenue.
0.71
Semiconductors09/24/2026@TechDesk
Broadcom Extends Meta Partnership for Multi-Gigawatt MTIA Custom Chips
3421 Hillview Avenue, Palo Alto, California 94306, United StatesBroadcom…
Starts 04/14/2026 9:05PMCONFIRMED 85% CONFIDENCE163 days agoThe release is dated "April 14, 2026" and says Broadcom^[1] and Meta "today announced" the partnership; Meta's newsroom post is stamped 2026-04-14T21:05:14Z and The Globe and Mail's GlobeNewswire copy "Tue Apr 14, 4:05PM CDT", after the US market close.
A multi-year deal through 2029 for Broadcom to co-develop and supply Meta's MTIA accelerators and Ethernet networking, starting with more than 1 GW and the industry's first 2nm AI compute accelerator; Hock Tan leaves Meta's board to advise it.
0.68
Law09/24/2026@LawDesk
CISPE Sues EU Commission to Annul Broadcom-VMware Merger Approval
Court of Justice of the European Union (General Court), Boulevard Konrad Adenauer, Kirchberg, 2514 LuxembourgBroadcom…
Starts 07/23/2025CONFIRMED 85% CONFIDENCE1.2 years agoThe Official Journal notice is headed "Action brought on 23 July 2025 - CISPE^[3][4][5] v Commission (Case T-503/25)"; CISPE's release dated 24 July 2025 says it filed "today", but the Court's record of the lodging day wins; no time is published.
Cloud-provider lobby CISPE asked the EU General Court (Case T-503/25) to annul the Commission's 12 July 2023 clearance of Broadcom's acquisition of VMware (Case M.10806). It argues the Commission failed to assess the deal's effects on server virtualisation software, bundling and innovation.
0.67
AI09/23/2026@TechDesk
Lux AI Supercomputer Arrives at Oak Ridge National Laboratory
Oak Ridge National Laboratory, Third Street, Oak Ridge, Roane County, Tennessee, United StatesHewlett Packard Enterprise…
Starts 06/17/2026CONFIRMED 85% CONFIDENCE99 days agoThe Lux page shows the photo 'The Lux supercomputing system arrives at ORNL^[1][3][4][6]' without a date; that photo's own OLCF page dates it: 'Lux supercomputing system on Wednesday, June 17, 2026 in the Oak Ridge Leadership Computing Facility. The delivery marks the beginning of the system's installation and deployment.' No time given, so all day.
DOE's Lux AI cluster, built by HPE with more than 4,000 AMD MI355X GPUs, was delivered to ORNL's leadership computing facility, starting installation of the first dedicated AI system for the Genesis Mission.
0.67
Law09/24/2026@LawDesk
EU Commission Issues Formal Information Demand to Broadcom Over VMware
Berlaymont, European Commission, Rue de la Loi, 1040 Brussels, BelgiumBroadcom…
Starts 02/26/2026CONFIRMED 92% CONFIDENCE210 days agoThe General Court's order of 3 August 2026 (T-280/26 R) states "On 26 February 2026, the European Commission adopted the contested decision", and Macfarlanes^[1] gives the same day; no time of adoption is published.
The European Commission ordered Broadcom and VMware International to hand over documents within five weeks in case AT.40924 (VMware software licensing), after receiving information alleging Broadcom abuses a dominant position in virtualisation software. The allegations are tying or bundling VMware products, abusive prices, limited interoperability and unfair contract terms.
0.66
Semiconductors09/24/2026@TechDesk
Hock Tan Says Broadcom's AI Targets Stand After Anthropic's Slowdown Call
Broadcom…San Francisco, California, United States
Starts 09/14/2026 10:43PMCONFIRMED 87% CONFIDENCE10 days agoCNBC's^[1] article, published 2026-09-14T22:43:25Z, says Tan spoke "on Monday" on "Mad Money" (aired 6-7 p.m. ET); the pin takes CNBC's publication time, since the segment's own air time is not given.
On CNBC's "Mad Money", Hock Tan said Broadcom's forecasts of $115 billion in AI revenue for fiscal 2027 and $230 billion for 2028 are unchanged, after Dario Amodei's essay urging a slower pace of AI development sent Broadcom shares down 4.8%.
0.66

The release is dated "June 9, 2026" and says Broadcom^[1] "today announced" the platform, which "launches today"; PR Newswire^[4] stamps it "Jun 09, 2026, 09:00 ET" and Apollo's^[5] IR copy "June 09, 2026 9:00am EDT".

Start: Jun 9, 202690% CONFIDENCEfrom the source

Broadcom Launches $35B AI XPV Platform With Apollo and Blackstone

A financing platform for more than 20 GW of Broadcom XPU compute for frontier AI labs through 2028, opening with a $35 billion tranche led by Apollo with Blackstone to fund Anthropic's 1 GW-plus expansion at Fluidstack sites.

Broadcom established the AI XPV Platform with Apollo and Blackstone's Credit & Insurance Business as initial anchor investors, designed to enable more than 20 GW of compute capacity using Broadcom XPUs and networking customized for frontier AI labs, including Anthropic and OpenAI, through 2028^[1]
It launched with an initial $35 billion tranche led by Apollo in partnership with Blackstone, to facilitate Anthropic's previously announced expansion of more than 1 GW of compute expected to deploy in Fluidstack-based sites starting in mid-2026^[1]
Apollo-managed funds lead the capital solution with Blackstone and leading global banks, as committed capital across a multi-year draw schedule; Apollo partner Jamshid Ehsani called it the largest private financing ever executed. Morgan Stanley was lead advisor to Broadcom and JPMorgan Chase co-advisor^[5]
Broadcom's 10-Q, filed six minutes after the release, says that on 8 June it arranged for Apollo to take on agreements to buy AI racks built on Broadcom-designed accelerators and the related lease agreements with a customer, and agreed to backstop the customer's lease obligations over 5-year terms, with a maximum exposure of $29 billion^[6]
Broadcom's next 10-Q added that its backstop liability in a default is the gap between 85% of the amounts owed and the racks' resale value, and that the customer may issue Broadcom up to $42 billion of convertible notes, none issued as of 2 August 2026^[2]
On its 2 September 2026 call Broadcom said the first $35 billion tranche closed in June for Anthropic's 1 GW deployment, "already underway", which is Ironwood TPUs deploying in 2026^[3]

@TechDesk

Cost $35B

References 688% CONFIDENCE

The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.

[1]90%
investors.broadcom.com/news-releases/news-release-details/broadcom-apollo-and-blackstone-establish-landmark-strategic
investors.broadcom.com· Posted Sep 24, 2026· Starts Jun 9, 2026 ✓· 21% of score
The release is dated "June 9, 2026" and says Broadcom "today announced" the platform, which "launches today"; PR Newswire^[4] stamps it "Jun 09, 2026, 09:00 ET" and Apollo's^[5] IR copy "June 09, 2026 9:00am EDT".
[2]85%
Broadcom Inc. Form 10-Q for the quarter ended August 2, 2026 (SEC EDGAR)
sec.gov· Published Sep 10, 2026· 19% of score
Broadcom's^[1] next 10-Q describes the AI XPV platform and the Backstop terms (85% of amounts owed, $29 billion maximum) and the customer's up-to-$42 billion convertible notes.
[3]80%
Broadcom (AVGO) Q3 2026 Earnings Call Transcript (The Motley Fool)
fool.com· Published Sep 9, 2026· 19% of score
Broadcom's^[1] 2 September 2026 call (CFO Amie Thuener, Hock Tan): the first $35B tranche closed in June for Anthropic's 1 GW of Ironwood, a deployment already underway.
[4]95%
Broadcom, Apollo, and Blackstone Establish Landmark Strategic Platform to Accelerate More Than 20 Gigawatts of Global AI Deployments (PR Newswire)
prnewswire.com· Published Jun 9, 2026· 14% of score
Broadcom's^[1] wire distribution of the same release, stamped Jun 09, 2026, 09:00 ET.
[5]90%
Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks (Apollo)
apollo.com· Published Jun 9, 2026· 14% of score
Apollo's same-day release on the first tranche: multi-year draw schedule, 'largest private financing ever executed', bank and adviser roles.

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1Broadcom Launches $35B AI XPV Platform With Apollo and Blackstonestart was $392.16

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Finance09/24/2026@TechDesk
Broadcom Reports Q3 Fiscal 2026 Results: $29.6B Revenue, Up 86%
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 09/02/2026 8:15PMCONFIRMED 89% CONFIDENCE22 days agoThe release is dated "September 2, 2026" and says Broadcom^[1] "today reported financial results for its third quarter"; PR Newswire's copy on Yahoo^[5] Finance is stamped 2026-09-02T20:15:00Z (4:15 p.m. ET, after the close), and the Item 2.02 8-K was accepted at 20:26 UTC.
Broadcom's revenue rose 86% to a record $29.6 billion for the quarter ended 2 August 2026, with AI semiconductor revenue up 221% to $16.7 billion, and Hock Tan said Anthropic is on track to become its largest XPU customer in 2027.
0.78
Finance09/24/2026@TechDesk
Broadcom Reports Q1 Fiscal 2026 Results: $19.3B Revenue, AI Up 106%
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 03/04/2026 9:15PMCONFIRMED 90% CONFIDENCE204 days agoThe release is dated "March 4, 2026" and says Broadcom^[1] "today reported financial results for its first quarter"; PR Newswire's copy on Yahoo^[3] Finance is stamped 2026-03-04T21:15:00Z (4:15 p.m. ET, after the close), and the Item 2.02 8-K was accepted at 21:16 UTC.
Broadcom's revenue rose 29% to a record $19.3 billion for the quarter ended 1 February 2026, with AI semiconductor revenue up 106% to $8.4 billion, and it guided the second quarter to $22.0 billion.
0.76
Finance09/24/2026@TechDesk
Broadcom Reports Q2 Fiscal 2026 Results: $22.2B Revenue, Up 48%
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 06/03/2026 8:15PMCONFIRMED 88% CONFIDENCE113 days agoThe release is dated "June 3, 2026" and says Broadcom^[1] "today reported financial results for its second quarter"; PR Newswire's copy on Yahoo^[4] Finance is stamped 2026-06-03T20:15:00Z (4:15 p.m. ET, after the close), and the Item 2.02 8-K was accepted at 20:21 UTC.
Broadcom's revenue rose 48% to a record $22.2 billion for the quarter ended 3 May 2026 and AI semiconductor revenue 143% to $10.8 billion, but it held its AI outlook and the shares fell 12.6% the next day.
0.74
Software09/24/2026@TechDesk
Broadcom Announces VMware Cloud Foundation 9.1 for Production AI
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 05/05/2026 1:00PMCONFIRMED 88% CONFIDENCE142 days agoBroadcom's^[1][2] release is dated "May 05, 2026" and says it "today announced VMware^[5] Cloud Foundation (VCF) 9.1"; GlobeNewswire's^[4] copy is stamped "May 05, 2026 09:00 ET" (13:00 UTC). The release dates only the announcement; the 12 May availability is from the release notes.
VCF 9.1 is Broadcom's private-cloud platform release for AI inference and agentic workloads, promising up to 40% lower server costs through memory tiering and mixed AMD, Intel and NVIDIA hardware; its release notes are dated 12 May.
0.74
Semiconductors09/24/2026@TechDesk
OpenAI and Broadcom Agree to Deploy 10 GW of Custom AI Accelerators
Broadcom…3421 Hillview Avenue, Palo Alto, California 94306, United States
Starts 10/13/2025 1:00PMCONFIRMED 85% CONFIDENCE346 days agoThe release is dated "Oct. 13, 2025" and says OpenAI and Broadcom^[1] "today announced" the collaboration; GlobeNewswire's^[3] copy is stamped 2025-10-13T13:00:00Z (9:00 a.m. ET), and OpenAI's podcast announcing it went up the same minute.
OpenAI will design its own AI accelerators and Broadcom will develop and deploy them in racks built on Broadcom Ethernet, 10 gigawatts in all, starting in the second half of 2026 and finishing by the end of 2029.
0.71
Conference09/24/2026@TechDesk
VMware Explore 2026 Las Vegas
Broadcom…Venetian Expo, Sands Avenue, Paradise, Nevada 89109, United States
08/31/2026 - 09/03/2026CONFIRMED 91% CONFIDENCE24 days agoBroadcom's^[1][3][4][6] 17 August release says Explore 2026 is "taking place August 31-September 3 at The Venetian Convention and Expo Center in Las Vegas", and VMware's^[5] Day 1 recap (31 August) says "Day 1 of VMware Explore 2026 in Las Vegas is officially in full swing" at the Venetian.
Broadcom's VMware conference ran 31 August to 3 September at The Venetian Convention and Expo Center, where it launched VMware Private AI Cloud and VMware AI Factory and said Explore moves to Resorts World in May 2027.
0.71
Finance09/24/2026@TechDesk
Broadcom Q4 Fiscal 2026 Results and Earnings Call
3421 Hillview Avenue, Palo Alto, California 94306, United StatesBroadcom…
Starts 12/09/2026 9:15PMSCHEDULED 83% CONFIDENCEin 76 daysBroadcom's^[2][6] Q3 call transcript (The Motley Fool^[1][4]): "Broadcom currently plans to report its earnings for the fourth quarter and fiscal year 2026 after close of market on Wednesday, December 9, 2026"; no formal date release yet, and the 4:15 p.m. ET (21:15 UTC) time is inferred from every fiscal 2026 release crossing PR Newswire at 4:15 p.m. ET.
Broadcom reports its fourth quarter and fiscal year 2026 against its own guide of about $34.8 billion in revenue, up 93%, including $21.7 billion of AI semiconductor revenue.
0.71
Semiconductors09/24/2026@TechDesk
Broadcom Extends Meta Partnership for Multi-Gigawatt MTIA Custom Chips
3421 Hillview Avenue, Palo Alto, California 94306, United StatesBroadcom…
Starts 04/14/2026 9:05PMCONFIRMED 85% CONFIDENCE163 days agoThe release is dated "April 14, 2026" and says Broadcom^[1] and Meta "today announced" the partnership; Meta's newsroom post is stamped 2026-04-14T21:05:14Z and The Globe and Mail's GlobeNewswire copy "Tue Apr 14, 4:05PM CDT", after the US market close.
A multi-year deal through 2029 for Broadcom to co-develop and supply Meta's MTIA accelerators and Ethernet networking, starting with more than 1 GW and the industry's first 2nm AI compute accelerator; Hock Tan leaves Meta's board to advise it.
0.68
Law09/24/2026@LawDesk
CISPE Sues EU Commission to Annul Broadcom-VMware Merger Approval
Court of Justice of the European Union (General Court), Boulevard Konrad Adenauer, Kirchberg, 2514 LuxembourgBroadcom…
Starts 07/23/2025CONFIRMED 85% CONFIDENCE1.2 years agoThe Official Journal notice is headed "Action brought on 23 July 2025 - CISPE^[3][4][5] v Commission (Case T-503/25)"; CISPE's release dated 24 July 2025 says it filed "today", but the Court's record of the lodging day wins; no time is published.
Cloud-provider lobby CISPE asked the EU General Court (Case T-503/25) to annul the Commission's 12 July 2023 clearance of Broadcom's acquisition of VMware (Case M.10806). It argues the Commission failed to assess the deal's effects on server virtualisation software, bundling and innovation.
0.67
AI09/23/2026@TechDesk
Lux AI Supercomputer Arrives at Oak Ridge National Laboratory
Oak Ridge National Laboratory, Third Street, Oak Ridge, Roane County, Tennessee, United StatesHewlett Packard Enterprise…
Starts 06/17/2026CONFIRMED 85% CONFIDENCE99 days agoThe Lux page shows the photo 'The Lux supercomputing system arrives at ORNL^[1][3][4][6]' without a date; that photo's own OLCF page dates it: 'Lux supercomputing system on Wednesday, June 17, 2026 in the Oak Ridge Leadership Computing Facility. The delivery marks the beginning of the system's installation and deployment.' No time given, so all day.
DOE's Lux AI cluster, built by HPE with more than 4,000 AMD MI355X GPUs, was delivered to ORNL's leadership computing facility, starting installation of the first dedicated AI system for the Genesis Mission.
0.67
Law09/24/2026@LawDesk
EU Commission Issues Formal Information Demand to Broadcom Over VMware
Berlaymont, European Commission, Rue de la Loi, 1040 Brussels, BelgiumBroadcom…
Starts 02/26/2026CONFIRMED 92% CONFIDENCE210 days agoThe General Court's order of 3 August 2026 (T-280/26 R) states "On 26 February 2026, the European Commission adopted the contested decision", and Macfarlanes^[1] gives the same day; no time of adoption is published.
The European Commission ordered Broadcom and VMware International to hand over documents within five weeks in case AT.40924 (VMware software licensing), after receiving information alleging Broadcom abuses a dominant position in virtualisation software. The allegations are tying or bundling VMware products, abusive prices, limited interoperability and unfair contract terms.
0.66
Semiconductors09/24/2026@TechDesk
Hock Tan Says Broadcom's AI Targets Stand After Anthropic's Slowdown Call
Broadcom…San Francisco, California, United States
Starts 09/14/2026 10:43PMCONFIRMED 87% CONFIDENCE10 days agoCNBC's^[1] article, published 2026-09-14T22:43:25Z, says Tan spoke "on Monday" on "Mad Money" (aired 6-7 p.m. ET); the pin takes CNBC's publication time, since the segment's own air time is not given.
On CNBC's "Mad Money", Hock Tan said Broadcom's forecasts of $115 billion in AI revenue for fiscal 2027 and $230 billion for 2028 are unchanged, after Dario Amodei's essay urging a slower pace of AI development sent Broadcom shares down 4.8%.
0.66

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