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… In any event, that Broadcom software business contributed more than its share to the middle line. Now, let’s talk about Broadcom’s divisions. Up until five quarters ago, Broadcom gave out financial breakdowns for its various semiconductor divisions. …
… Fujitsu will not be the first to ship, but at least one of the six will ship sometime in the second half of 2026 according to Broadcom. monaka fujitsu compute broadcom 3d stacking google meta platforms
CLOUD Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF Broadcom’s $69 billion acquisition of virtualization pioneer VMware in late 2023 sent ripples through the tech industry that unsurprisingly focused on the skyrocketing price increases of as much as 300 percent to more than 1,000 percent… …
… So boosting the capacity to 3.5 gigawatts will give Broadcom more dough, and depending on what Google is charging Broadcom to resell its TPUs to Anthropic, that incremental cost lowers Google internal TPU bill. …
Control Cloud Foundation Updates Reflect The New VMware By Broadcom Broadcom’s $69 billion acquisition of virtualization stalwart VMware was not an easy proposition. …
Control Red Hat Woos VMware Shops With OpenShift Virtualization Engine Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been hi… …
… The thing is, you don’t have to wait for the “Jericho 4” ASIC, which was announced in August by Broadcom, and its related “Qumran 4” fabric chips and “Ramon” aggregation chips to do it. …
… Broadcom makes Google’s TPUs and now also TPU racks for Anthropic, and is the manufacturer of the MTIA XPUs from Meta Platforms as well. The rumor is that ByteDance and Apple are two other big XPU customers, and there is now a sixth, with OpenAI using Broadcom to shepherd its “Titan” XPU to market. …
… The situation is no different with Broadcom and its big CPU and XPU customers, who buy lots of Broadcom network and storage chippery at much higher margins. …
… Longer term customers would have to consider whether a capricious Broadcom was the best base for their AI ambitions. …