SiliconANGLE · 2026-10-13 · 产品
Broadcom introduced VMware HyperArmor, software that protects the ESX hypervisor underlying VMware Cloud Foundation, at VMware Explore in Frankfurt. It combines host-level virtual patching that Broadcom says mitigates vulnerabilities without host reboots or software upgrades, a baseline that blocks unauthorized executables and scripts on ESX hosts, and a time-based one-time-password second factor for ESX SSH logins; it supports ESX 8.x and later.
Yahoo Finance · 2026-10-07 · 融资
Broadcom is working to assemble a package exceeding $50 billion to finance custom AI chip production for OpenAI, in early-stage talks with Apollo Global Management and Blackstone, according to The Wall Street Journal. Oracle is negotiating with Apollo and Goldman Sachs on financing to procure hardware for a 1-gigawatt data center, and SpaceX has engaged lenders on a $40 billion debt structure to acquire Nvidia processors.
Arista Networks · 2026-10-07 · 产品
Arista Networks announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI infrastructure, engineered in partnership with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm. Its Etherlink SU-144 architecture supports up to 144 accelerators in a single-hop network and scales to 1,024 XPUs through cross-rack topologies.
Investing.com via Yahoo Finance · 2026-10-05 · 合作
Banks began syndicating $42 billion of senior secured loans backed by Broadcom's credit rating, part of a record $60 billion debt package designed to back Anthropic's lease of Google semiconductors, the Financial Times reported.
Reuters · 2026-09-23 · 监管
China's state-asset regulator SASAC has spent recent weeks surveying how extensively Broadcom switches are deployed across state-controlled data centres, the Financial Times reported, citing people familiar with the matter. The survey found Broadcom switches could account for as much as 90% of the equipment in use, and SASAC may issue informal guidance directing state-run data centres to scale back their use; Reuters could not immediately verify the report.
Bloomberg · 2026-09-11 · 监管
EU antitrust regulators deepened their scrutiny of Broadcom's VMware licensing changes, which bundle products and restrict customer migration options. Broadcom separately confirmed it revoked public access to the VDDK VMware migration tool.
24/7 Wall St. · 2026-09-08 · 合作
Qualcomm disclosed a multi-generation agreement to supply AI silicon to Amazon, sending Qualcomm shares up about 5%. The deal puts another merchant supplier alongside Amazon's in-house Trainium and Broadcom-designed accelerator programs.
SEC EDGAR (8-K Exhibit 99.1) · 2026-09-02 · 财报
Broadcom reported third-quarter fiscal 2026 results for the quarter ended August 2, 2026: revenue of $29.6 billion, up 86% year over year; GAAP diluted EPS of $2.68 and non-GAAP diluted EPS of $3.32; non-GAAP operating income of $20.1 billion; and free cash flow of $13.7 billion, 46% of revenue. CEO Hock Tan said Q3 AI semiconductor revenue of $16.7 billion grew 221% year over year and 54% quarter over quarter, and guided Q4 AI semiconductor revenue to $21.7 billion, up 236% year over year. Segment split: semiconductor solutions $20.8 billion (70%), infrastructure software $8.8 billion (30%). Q4 consolidated revenue is guided to approximately $34.8 billion, up 93%, with non-GAAP operating margin guided at approximately 66% of revenue, flat from a year ago. All figures are quoted from the company's 8-K Exhibit 99.1.
Yahoo Finance · 2026-08-27 · 产品
OpenAI built an inference chip in nine months, with Broadcom helping to make it happen. The title frames the part as beating Nvidia on inference.
Samsung Newsroom · 2026-07-25 · 合作
Samsung and Broadcom announced an expanded strategic collaboration covering memory and foundry. Per the release, the companies "plan to pursue a strategic collaboration for the supply of industry-leading memory solutions, including High Bandwidth Memory (HBM), supporting Broadcom's next-generation AI accelerators," while the foundry side "focuses on Samsung's 2-nanometer (nm) and below process technologies for Broadcom's products, including Wireless Broadband Communications (WBC) solutions." The release states the companies "expect the collaboration to be estimated at more than $200 billion across memory and foundry over the next five years through 2030."
Google News: Broadcom · 2026-07-15 · 监管
The EU is reviewing Broadcom's VMware licensing changes for potential antitrust violations.
Google News: Broadcom · 2026-07-15 · 合作
Apple reportedly plans to spend $30 billion in a chip supply deal with Broadcom.
Apple Newsroom · 2026-07-08 · 合作
Apple committed more than $30 billion to Broadcom for U.S.-made FBAR/RF wireless-connectivity chips running through 2031, expanding its American Manufacturing Program.
Reuters · 2026-07-06 · 合作
Broadcom secured an expanded role as a key Apple chip supplier under a deal running through 2031.
Yahoo Finance · 2026-07-04 · 合作
Broadcom and OpenAI unveiled Jalapeño, a custom AI accelerator, marking an early step in their AI chip collaboration.
Yahoo Finance · 2026-07-03 · 合作
Broadcom backed DriveNets' use of its Tomahawk 6 switch chip to build open Ethernet-based AI data center networks.
Ars Technica · 2026-07-01 · 监管
T-Mobile is migrating tens of thousands of virtual machines off Broadcom's VMware amid an ongoing lawsuit.
