Pins matching tag:Broadcom

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.

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.

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.

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.

Broadcom's Tomahawk 6, the first 102.4 Tbps Ethernet switch chip and double the bandwidth of Tomahawk 5, moved into production-volume shipments less than three quarters after its first samples.

Anthropic announced on 6 April 2026 a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to come online from 2027, its largest compute commitment to date.

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.

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.

Broadcom and VMware International asked the EU General Court to annul the Commission's 26 February 2026 information decision in case AT.40924, in so far as it compels documents held outside the EU and legal advice privileged under US and other non-EU law (Case T-280/26).

Broadcom's BCM6772, BCM6774 and BCM6776 put the application processor, network processor, 2.4 and 5 GHz Wi-Fi 8 radios and a multi-gigabit Ethernet PHY on one die, for smaller, cheaper mesh nodes and multi-gig routers.

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.

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.

OpenAI's first Intelligence Processor, an inference accelerator it designed and Broadcom implemented, went from design to tape-out in nine months; Hock Tan and Charlie Kawwas handed it to Sam Altman and Greg Brockman.

The General Court's President dismissed Broadcom's bid to suspend the Commission's demand for communications with in-house lawyers qualified outside the EU, finding no prima facie case and that the Commission's interest in enforcing competition rules prevails (T-280/26 R). The annulment action continues.

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.

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.

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%.

The first stop of VMware Explore on Tour 2026 brings two days of sessions, Hands-on Labs and workshops from the Las Vegas show to Mumbai's Jio World Convention Centre on 29-30 September.

VMware Explore on Tour 2026 comes to the Raffles City Convention Centre in Singapore on 1-2 October, one of three stops that add days of partner training.

VMware Explore on Tour 2026 reaches Europe at Frankfurt's Kap Europa congress centre on 13-14 October, with a content catalog and extra partner-training days.

VMware Explore on Tour 2026 holds its Japanese-language, invitation-only stop at the Grand Hyatt Tokyo in Roppongi on 20-21 October.

VMware Explore on Tour 2026 comes to the ICC at Olympia in West Kensington, London, on 18-19 November, one of three stops with extra partner-training days.

New to the tour in 2026, a one-day VMware Explore for the US public sector, state and local governments and contractors, at the Ronald Reagan Building on 8 December.

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.

The first deployment of Jalapeño, the inference accelerator OpenAI designed and Broadcom builds under their 10 GW deal, due by the end of 2026 in data centers with Microsoft and other partners, ahead of a planned 1.3 GW in 2027.

The 2026 VMware Explore on Tour season closes in Sydney on 3-4 March 2027 at the Sofitel Sydney Wentworth on Phillip Street.