Broadcom Inc Stock Price, News & Analysis

Broadcom (NASDAQ: AVGO) and NEC strengthened their strategic partnership on Nov 18, 2025 to accelerate adoption of a modern private cloud using VMware Cloud Foundation (VCF). NEC will implement VCF internally via its Client Zero program, offer VCF-based private cloud services and managed VCF from October 2025, and integrate offerings into its BluStellar Scenario to help customers modernize infrastructure, improve security, and lower TCO.

Broadcom (NASDAQ: AVGO) announced expansions to the VMware Cloud Foundation (VCF) ecosystem on Nov 12, 2025, including a new VCF AI ReadyNodes certification for CPU/GPU/accelerator systems, an ODM self-certification path via the Broadcom Technology Alliance Program, and support for edge-optimized nodes.

The company also described an open networking strategy centered on EVPN/BGP interoperability, alignment with Cisco Nexus One fabrics, support for SONiC, and open-source contributions including VKS achieving Certified Kubernetes AI Conformant status.

Broadcom (NASDAQ: AVGO) will report its fourth quarter and fiscal year 2025 financial results and business outlook on Thursday, December 11, 2025 after market close.

Management will host a conference call on the same day at 2:00 PM Pacific Time (5:00 PM ET). The call will be available live and a one-year audio replay via the Investors section at https://investors.broadcom.com.

Broadcom (NASDAQ:AVGO) announced Thor Ultra, the industry’s first 800G AI Ethernet NIC, on October 14, 2025. Thor Ultra is UEC‑compliant and designed to interconnect “hundreds of thousands of XPUs” to support trillion‑parameter AI workloads.

Key technical highlights include Packet‑Level multipathing, out‑of‑order packet delivery to XPU memory, selective retransmission, programmable sender/receiver congestion control, PCIe Gen6 x16 host interface, 200G/100G PAM4 SerDes, line‑rate encryption with PSP offload, secure boot, and support for PCIe CEM and OCP 3.0 form factors. Thor Ultra is now sampling.

Broadcom (NASDAQ: AVGO) on Oct 14, 2025 announced the industry’s first Wi‑Fi 8 silicon ecosystem for residential gateways, enterprise access points and mobile/IoT clients. The portfolio includes BCM6718, BCM43840, BCM43820, and BCM43109, with features such as a hardware‑accelerated BroadStream telemetry engine, up to 30% greater energy efficiency, and a 25% reduction in peak power via third‑generation digital pre‑distortion. The BCM43109 supports 320 MHz channels and Bluetooth 6.0; all devices claim full compliance with IEEE 802.11bn and Wi‑Fi Alliance Wi‑Fi 8 specs. Broadcom will also license Wi‑Fi 8 IP for IoT, automotive and mobile devices. Silicon is currently sampling to select partners; IP is available for licensing.

OpenAI and Broadcom (NASDAQ: AVGO) announced a multi‑year collaboration to co‑develop and deploy 10 gigawatts of OpenAI‑designed AI accelerators and Broadcom networking systems.

Deployments are targeted to begin in the second half of 2026 and complete by end of 2029, and will use Broadcom Ethernet, PCIe and optical connectivity in racks across OpenAI facilities and partner data centers. OpenAI cited 800 million weekly active users as context for rising infrastructure demand.

Broadcom (NASDAQ: AVGO) announced it is shipping Tomahawk 6 – Davisson, the industry’s first 102.4 Tbps co-packaged optics (CPO) Ethernet switch designed for AI networking. The third-generation CPO platform doubles per-channel bandwidth versus Broadcom’s prior CPO, operates at 200 Gbps per channel, and claims a 70% reduction in optical interconnect power versus pluggable optics. Product highlights include 16 x 6.4 Tbps optical engines, field-replaceable laser modules, and support for scale-up to 512 XPUs and scale-out to 100,000+ XPUs in two-tier networks. Broadcom is sampling the BCM78919 to early access customers while developing a fourth-generation CPO with 400 Gbps per channel.

Broadcom (NASDAQ: AVGO) will showcase end-to-end AI networking solutions at the 2025 OCP Global Summit in San Jose, Oct 13–16. Highlights include Tomahawk 6, Tomahawk Ultra, Jericho4, and third-generation TH6‑Davisson CPO targeting scale-up and scale-out AI fabrics with improved bandwidth, latency and power efficiency.

Broadcom will deliver a keynote on Oct 14 at 9:27 a.m. PT, run partner demos with 20+ companies across the Expo and host multiple technical sessions on 1.6T networking, Scale-Up Ethernet (SUE), CPO and congestion management.

Broadcom (NASDAQ: AVGO) has achieved a significant milestone in Co-Packaged Optics (CPO) technology, demonstrating one million cumulative 400G equivalent port device hours of flap-free CPO operation at Meta. The testing revealed that CPO technology reduces optics power by 65% compared to traditional pluggable module solutions while delivering superior link reliability.

The achievement validates the production-readiness of Broadcom's CPO platform for hyperscale AI applications. The company's solution features advanced thermal management, integrated monitoring, robust firmware, and comprehensive validation across multiple domains. This technology breakthrough is particularly significant for data centers advancing beyond 51.2 Tb/s switch bandwidth, offering a sustainable solution to power constraints and physical limitations of traditional pluggable optics.