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Broadcom Accelerates AI Innovation in the Modern Private Cloud with NVIDIA

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(Very Positive)
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AI

Broadcom (NASDAQ: AVGO) has announced an expanded collaboration with NVIDIA to integrate advanced AI capabilities into VMware Cloud Foundation (VCF). The partnership will support NVIDIA's Blackwell GPUs and networking technology, enabling enterprises to deploy and scale AI workloads in private cloud environments.

Key features include support for NVIDIA RTX PRO 6000 Server Edition GPUs, future compatibility with Blackwell B200 GPUs, and high-speed networking through NVIDIA ConnectX-7 NICs and BlueField-3 400G DPUs. The integration maintains VCF's core enterprise features like vMotion, High Availability, and Distributed Resource Scheduler while enabling AI/ML applications to run alongside existing enterprise workloads.

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Positive

  • Integration with NVIDIA's latest Blackwell GPU architecture for enhanced AI capabilities
  • Support for high-speed networking with NVIDIA ConnectX-7 NICs and BlueField-3 400G DPUs
  • Preservation of core VCF enterprise features while adding AI functionality
  • Expanded flexibility for customers to run AI workloads alongside existing applications

Negative

  • None.

Insights

Broadcom's VMware integration with NVIDIA's Blackwell GPUs strengthens its AI cloud infrastructure offering, enhancing enterprise-grade AI capabilities.

Broadcom's VMware Cloud Foundation (VCF) is expanding its capabilities through deeper integration with NVIDIA's latest AI technology, most notably supporting the cutting-edge Blackwell GPU architecture. This strategic collaboration represents a significant enhancement to Broadcom's enterprise cloud offering, positioning the company to capitalize on the rapidly growing AI infrastructure market.

The integration specifically includes support for NVIDIA Blackwell GPUs including the RTX PRO 6000 Server Edition GPUs and forthcoming Blackwell B200 GPUs. Equally important is the addition of high-speed networking capabilities via NVIDIA ConnectX-7 NICs and BlueField-3 400G DPUs with DirectPath I/O—critical components that enable the high-bandwidth, low-latency communication essential for distributed AI workloads.

What makes this integration particularly valuable is that it maintains VMware's enterprise-grade virtualization features including vMotion, High Availability, and Distributed Resource Scheduler. This preserves the operational consistency that enterprise customers depend on while adding powerful new AI capabilities. Organizations can now run demanding generative AI workloads alongside traditional applications without separate infrastructure silos or compromising reliability.

This expanded partnership builds upon the companies' existing joint offering, VMware Private AI Foundation with NVIDIA, creating a more comprehensive enterprise AI platform. For Broadcom, this represents an opportunity to differentiate VCF in the competitive cloud infrastructure market by offering advanced AI capabilities with enterprise-grade management—addressing the growing enterprise demand for secure, manageable AI infrastructure within private cloud environments.

VMware Cloud Foundation supports latest NVIDIA Blackwell to Fuel AI Adoption at Scale

LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025—Broadcom Inc. (NASDAQ: AVGO) announced today that the company is working to bring the latest NVIDIA AI technology to VMware Cloud Foundation (VCF). Through this collaboration with NVIDIA, enterprises and cloud service providers will be empowered to build, deploy, and scale next-generation AI models on cutting-edge AI servers within their modern private cloud environments, all while leveraging the trusted operational experience of VCF.

Generative, agentic and physical AI applications are fundamentally transforming data center architectures, demanding unprecedented infrastructure capabilities. This expanded integration builds on the longstanding Broadcom and NVIDIA collaboration, adding support for NVIDIA Blackwell GPUs — including NVIDIA RTX PRO 6000 Server Edition GPUs — and NVIDIA networking. These broad options for NVIDIA accelerated computing address the need for increased choice, flexibility, and operational efficiency for AI infrastructure, enabling VCF customers to harness the full potential of NVIDIA’s AI innovation. These enhancements will expand the capabilities of the companies’ jointly developed VMware Private AI Foundation with NVIDIA.

"Our customers want the freedom to innovate with AI while continuing to rely on the enterprise platforms they trust," said Paul Turner, vice president of products, VMware Cloud Foundation Division, Broadcom. "Our partnership with NVIDIA delivers exactly that – enabling organizations to build, deploy and scale AI workloads alongside their existing applications without compromising on performance, efficiency, availability or operational simplicity. It's about blending cutting-edge AI innovation with the enterprise-grade reliability and manageability for which VCF is known."

"The emergence of generative AI is driving the need for a new level of accelerated computing infrastructure," said Justin Boitano, vice president of Enterprise AI at NVIDIA. "With NVIDIA networking technology and Blackwell GPUs, enterprises can build and deploy powerful AI applications directly within their existing private cloud, using the full capabilities of the NVIDIA platform in combination with VMware Cloud Foundation."
  
Key integrations and benefits of this expanded integration include:

  • Integration of NVIDIA Blackwell Architecture GPUs: VCF will support NVIDIA’s latest GPU architecture, engineered for massive AI training, inference, and high-performance computing (HPC) at unprecedented scale. This includes specific support for:
    • NVIDIA RTX PRO 6000 Server Edition GPUs: Ideal for enterprises seeking to efficiently co-host demanding VDI and AI workloads.
    • NVIDIA Blackwell B200 GPUs: Expected to be supported in a future release of VCF, these GPUs provide unparalleled performance for large-scale AI and HPC applications.
  • High-Speed Networking with Enhanced DirectPath I/O: VCF will incorporate support for NVIDIA ConnectX-7 NICs and NVIDIA BlueField-3 400G DPUs with DirectPath I/O. This enables customers to leverage advanced capabilities like NVIDIA GPUDirect RDMA and NVIDIA GPUDirect Storage for high-speed, multi-node AI model training and data transfer, crucial for demanding Generative AI workloads.
  • Preservation of Core VCF Capabilities: A cornerstone of this integration is the ability for customers to deploy the latest NVIDIA innovations, including NVIDIA HGX servers, while retaining familiar VCF operational workflows and enterprise-grade virtualization features such as vMotion, High Availability (HA), Distributed Resource Scheduler (DRS), and Live Patching. This provides reliability and flexibility for mixed workloads, allowing AI/ML applications to run seamlessly alongside existing enterprise applications.

Additional Resources

About VMware Explore
VMware Explore is the definitive cloud event for IT practitioners seeking to unravel IT complexity, stay on top of AI-driven advancements, and spur professional growth. VMware Explore 2025 will welcome a vibrant community of IT experts with the in-depth technical content they want and the hands-on labs and certifications they need. Attendees will see firsthand how VMware solutions simplify private cloud, so they can shift from managing their clouds to reaping the benefits of a modern, future-proof solution. To learn more about VMware Explore, please visit: https://www.vmware.com/explore

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com

Broadcom, the pulse logo, and Connecting Everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners. The information in this news release is for informational purposes only and may not be incorporated into any contract. There is no commitment or obligation to deliver any items presented herein. VMware Cloud Foundation with VMware Private AI Services is purchased directly from Broadcom or authorized Broadcom Partners. NVIDIA AI Enterprise software, which is a requirement for vGPU and NVIDIA NIMs deployment, is purchased from NVIDIA directly.

Media Contact:
Roger T. Fortier
VCF Division, Broadcom
+1.408.348.1569
roger.fortier@broadcom.com


FAQ

What is Broadcom's new partnership with NVIDIA for VMware Cloud Foundation?

Broadcom is integrating NVIDIA's Blackwell GPUs and networking technology into VMware Cloud Foundation, enabling enterprises to build and deploy AI workloads in private cloud environments while maintaining VCF's operational capabilities.

Which NVIDIA GPU models will be supported in the Broadcom VCF integration?

The integration will support NVIDIA RTX PRO 6000 Server Edition GPUs for VDI and AI workloads, with future support planned for Blackwell B200 GPUs for large-scale AI and HPC applications.

How will the NVIDIA integration affect existing VMware Cloud Foundation features?

The integration preserves all core VCF features including vMotion, High Availability (HA), Distributed Resource Scheduler (DRS), and Live Patching while adding AI capabilities.

What networking capabilities are included in the Broadcom-NVIDIA collaboration?

The integration includes support for NVIDIA ConnectX-7 NICs and BlueField-3 400G DPUs with DirectPath I/O, enabling GPUDirect RDMA and GPUDirect Storage for high-speed AI model training and data transfer.
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