Broadcom Inc Stock Price, News & Analysis

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.

Broadcom (NASDAQ:AVGO) and Canonical have announced an expanded partnership to enhance VMware Cloud Foundation (VCF) for modern container and AI workloads. The collaboration combines Canonical's Ubuntu, the leading Cloud OS, with VCF, the industry's first unified private cloud platform.

The partnership will deliver three key benefits: VMware Cloud Foundation + Ubuntu Pro with enterprise support for comprehensive stack management, enhanced security and efficiency through chiseled Ubuntu containers, and faster AI deployments with pre-compiled virtualized GPU drivers for air-gapped environments.

This integration aims to help customers accelerate innovation while reducing costs and risks, particularly for organizations building Kubernetes-based modern applications.

Broadcom (NASDAQ:AVGO) announced two major product updates: VMware Tanzu Data Intelligence, a new data lakehouse platform, and VMware Tanzu Platform 10.3, an enhanced AI application development platform.

The Tanzu Data Intelligence platform offers unified access to multimodal data with low latency, supporting AI/ML capabilities, native vector search, and real-time analytics. It features comprehensive data governance, lineage tracking, and scalability from terabytes to petabytes.

Tanzu Platform 10.3 introduces key enhancements including service publishing in marketplace, granular AI model service plans, automated application modernization, a new vulnerability dashboard, and integrated data services observability. The company also released an "AI Starter Kit" to help teams accelerate AI application delivery.

Broadcom (NASDAQ: AVGO) has announced details for VMware Explore 2025, a major technology conference scheduled for August 25-28 at The Venetian in Las Vegas. The event will feature 400+ technical sessions across four tracks focusing on cloud infrastructure, private AI, modern applications, and networking.

Broadcom CEO Hock Tan will deliver a keynote on August 26 titled "Shaping the Future of Private Cloud and AI Innovation." The conference includes a redesigned Expo merged with The Hub, offering hands-on labs, certification training, and networking opportunities. Following the Las Vegas event, VMware Explore will tour globally with events in Mumbai, London, Paris, Sydney, Tokyo, and Frankfurt from September to November 2025.

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Broadcom (NASDAQ: AVGO) has announced the shipping of Jericho4, a groundbreaking ethernet fabric router designed for distributed AI infrastructure. This new platform can interconnect over 1 million XPUs across multiple data centers, featuring 3.2 Tbps HyperPort technology and the ability to scale to 36,000 HyperPorts.

The Jericho4, manufactured on a 3nm process, offers significant improvements including deep buffering, line-rate MACsec encryption, and lossless RoCE transport over 100km+ distances. The platform's HyperPort technology boosts utilization by up to 70% and eliminates load balancing inefficiencies, while supporting full MACsec encryption on every port.

Broadcom (NASDAQ: AVGO), a global technology leader in semiconductor and infrastructure software solutions, has scheduled its third quarter fiscal year 2025 financial results announcement for Thursday, September 4, 2025, after market close.

The company will host a conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time) on the same day. Investors can access the live webcast through Broadcom's investor relations website, where an audio replay will be available for one year.

Broadcom (NASDAQ:AVGO) has announced the shipment of Tomahawk Ultra, a groundbreaking Ethernet switch designed specifically for high-performance computing (HPC) and AI workloads. The switch delivers ultra-low latency of 250ns at full 51.2 Tbps throughput and supports up to 77 billion packets per second.

Key innovations include reduced Ethernet header overhead from 46 to 10 bytes, lossless fabric technology through Link Layer Retry and Credit-Based Flow Control, and In-Network Collectives for accelerated AI operations. The company also introduced SUE-Lite, an optimized version of Scale-Up Ethernet for power-sensitive accelerator applications.

Tomahawk Ultra is 100% pin-compatible with Tomahawk 5 and is currently shipping for deployment in rack-scale AI training clusters and supercomputing environments.

Broadcom (NASDAQ: AVGO) announces VMware Cloud Foundation (VCF) 9.0, a modernized private cloud platform that combines public cloud agility with on-premises security and control. The platform delivers unified management for traditional, modern, and AI applications with key improvements in three areas: operational efficiency through a unified interface, enhanced developer experience, and advanced security features. VCF 9.0 introduces significant cost control capabilities, sovereign computing features, and core infrastructure improvements including up to 38% lower memory TCO and 34% reduced storage TCO. Customer testimonials from GCI Communications, IPZS, Ratiodata, and University of Bristol demonstrate substantial operational improvements, including up to 70% reduction in manual tasks and 25-30% lower power consumption. The release includes enhanced services like VMware Private AI with NVIDIA, VMware Live Recovery, VMware vDefend, and improvements to Data Services Manager and Avi Load Balancer.

Broadcom (AVGO) reported strong Q2 FY2025 results with revenue reaching $15.004B, up 20% YoY. AI semiconductor solutions drove significant growth, with AI revenue increasing 46% YoY to $4.4B. The company's net income reached $4.965B GAAP and $7.787B non-GAAP, with adjusted EBITDA of $10.001B representing 67% of revenue. Free cash flow was $6.411B, up 44% YoY. Broadcom returned $7B to shareholders through $2.8B in dividends ($0.59/share) and $4.2B in stock repurchases. The company forecasts Q3 revenue of approximately $15.8B, a 21% YoY increase, with AI semiconductor revenue expected to grow to $5.1B. Semiconductor solutions segment revenue was $8.408B (56% of total), while Infrastructure software contributed $6.596B (44% of total).