Broadcom

Recent news

• Aug 14, 2026

  The Vanishing Value of VMware: A Wake-Up Call

  The article is an opinion/commentary piece arguing that VMware customers should rethink platform dependence after Broadcom’s acquisition and related changes.

  • It does not announce a new product, deal, or corporate action; it reflects the author’s observations about customer sentiment, licensing changes, price increases, and support changes after Broadcom acquired VMware.
  • The piece recommends evaluating workloads first and considering alternatives such as Hyper-V, Nutanix, Proxmox, Kubernetes, and hybrid cloud rather than attempting a blanket migration off VMware.
• Aug 4, 2026

  With FCC ban on new Chinese-made optical transceivers for DCs likely, it may be time to stock up

  The article says the FCC is reportedly drafting a ban on new Chinese optical transceivers for US data centers, but no formal ban has yet been announced in the story.

  • Reuters reported that the FCC is working on a measure to bar imports of new Chinese optical transceivers and may publish and implement it this year.
  • Analysts said the likely effect would be panic buying, tighter supply chains, and increased scrutiny of non-Chinese components that may still contain Chinese parts.
  • The piece is a news analysis/commentary article based on unnamed sources and expert interviews, not a company press release.
  • It also discusses possible follow-on restrictions on switches, SmartNICs, DPUs, BMCs, storage controllers, and cooling/power management components.
• Jul 31, 2026

  Broadcom patches vulnerabilities all over VMware

  Broadcom has announced patches for five vulnerabilities across its VMware product range, including three rated critical and one rated high.

  • The affected products include VMware ESX, vCenter, Workstation, Fusion, Cloud Foundation, vSphere Foundation, Telco Cloud Platform, and Telco Cloud Infrastructure; patches are listed in Broadcom’s VMSA-2026-0006 security advisory.
  • The vulnerabilities include CVE-2026-59309 (authentication bypass in VMware Directory Service), CVE-2026-47876 (out-of-bounds write in ESXi VMXNET3), CVE-2026-59310 (arbitrary code execution via vCenter Syslog server), CVE-2026-41703 (out-of-bounds read affecting ESX, vCenter, Workstation, and Fusion), and CVE-2026-41709 (insufficient logging in ESX).
• Jul 10, 2026

  Meta could start production of Iris AI chip in September – report

  Meta has reportedly planned to start production of its forthcoming AI chip Iris in September, according to a Reuters report citing an internal memo.

  • Iris production is slated to begin in September; the chip was one of the AI chips Meta unveiled in March and is intended to support generative AI inferencing workloads.
  • The memo says Iris took six weeks to test with no major issues; Meta worked with Broadcom on design and TSMC on manufacturing, and separately signed supply agreements with Samsung Electronics, SanDisk, and Sumitomo Electric for memory, flash storage, and fiber optic equipment.
  • Reuters also reported Meta plans to deploy 7GW in 2026 and 14GW by the end of 2027; Meta CFO Susan Li said capex would rise to $120 billion-$135 billion this year due in part to higher component pricing and additional data center costs.
• Jul 9, 2026

  FuriosaAI deploys its RNGD servers at Equinix data center in Lisbon, Portugal

  FuriosaAI has announced a deployment of its RNGD servers at Equinix’s LS2 data center in Lisbon, Portugal, expanding its European footprint.

  • The deployment uses FuriosaAI’s custom AI inference accelerators at Equinix’s LS2 facility, which launched in June 2025 and offers 2,050 sqm of colocation space across three floors with capacity for 625 racks.
  • FuriosaAI said the partnership with Equinix creates an important new distribution channel in Europe and supports energy-efficient and sustainable inference; the company also noted its NXT RNGD server launched in September 2025.
  • The article adds background that FuriosaAI was reportedly seeking $300 million to $500 million in a funding round ahead of a planned IPO, and had previously raised about $115 million across four rounds; in May 2026 it announced a partnership with Broadcom for its third-generation AI accelerator.
• Jul 7, 2026

  Enter the Network Supercycle: Preparing Data Center Networks for AI’s Next Wave

  This article is commentary and analysis about AI-driven data center networking demand; it does not announce a new project or deal.

  • AI traffic growth is presented as a major challenge for data centers, with commentary that ChatGPT triggered the first wave and agentic AI will drive a further surge in workload and networking demand.
  • The piece cites remarks from Cisco CEO Chuck Robbins, Cisco president Jeetu Patel, Dell’Oro Group’s Sameh Boujelbene, and StorageIO’s Greg Schulz on the need to rethink bandwidth, latency, congestion control, topology, optics, telemetry, and resilience.
  • Cisco is mentioned as having recently rolled out networking, switching, and routing products designed for AI, alongside vendors Marvell, Arista Networks, Nvidia, and Broadcom.
• Jul 3, 2026

  Marvell boosts custom silicon push with AMD engineering lead hire

  Marvell Technology has hired former AMD engineering lead Jay Kirkland as SVP of custom silicon engineering.

  • Kirkland joins Marvell after more than six years at AMD, where he led customer engineering, platform engineering, and AI enablement for hyperscale and AI customers.
  • Marvell is also pursuing custom silicon, AI networking, and optical interconnects; the article cites a $2 billion Nvidia investment in Marvell and Marvell’s $3.25 billion acquisition of Celestial AI.
  • The story also mentions Marvell’s Teralynx T100 switch for AI and cloud data center infrastructure, and its acquisitions of Polariton Technologies and Celestial AI.
• Jun 26, 2026

  You can’t build sovereign infrastructure with Broadcom, says CISPE

  CISPE has publicly criticised Broadcom’s VMware Cloud Foundation (VCF), saying it cannot deliver European sovereign cloud solutions.

  • Main announcement: CISPE secretary-general Francisco Mingorance published a post on CISPE’s website asserting that VCF is a proprietary product with limited interoperability and substitutability, is controlled by a foreign vendor (Broadcom) that has “behaved like a bully”, and therefore would likely only achieve Level 1 under the EU’s proposed CADA sovereignty framework; CISPE specifically cites limited maintenance commitments, no source-code escrow, no substitution plan, and no Data Act certification as concrete shortcomings.
  • Background and context: The post references the EU’s Cloud and AI Development Act (CADA) proposals (which would set conditions for European data centres, investment and an EU-wide assessment framework); CISPE also notes prior actions against Broadcom including urging the EU central court in December to overturn the Broadcom/VMware merger and publishing an open letter in March warning of US hyperscalers’ “sovereignty washing.”
• Jun 11, 2026

  Will Co-Packaged Optics Transform Data Centers?

  This article explains co-packaged optics and assesses practicality and adoption timelines.

  • Explains CPO and current status: The piece describes Co-packaged optics (CPO) as the integration of optical transceivers with processors in very close proximity, and cites claimed benefits of up to 350% power-efficiency gains and up to 1,000% bandwidth increases. It notes that Broadcom has made CPO-capable switches available, hyperscalers like Meta have run experiments, and Nvidia is working on processor-integrated optics (technology still in development).
  • Limitations and implementation details: The article highlights concrete constraints: limited CPO hardware availability, a shortage of lasers affecting production, thermal management challenges from higher power density, maintenance limitations due to integrated transceivers, and proprietary transceiver ecosystems that hinder third-party interchangeability. No firm industry-wide deployment timeline is announced; examples cited are vendor products and hyperscaler experiments.
• Jun 2, 2026

  Alphabet’s $80B Fundraising Spotlights AI’s Soaring Capital Needs

  Alphabet has announced a planned equity raise of approximately $80 billion to fund AI infrastructure and global compute capacity.

  • Main announcement: Alphabet will raise ~$80 billion in equity to fund capital expenditures to scale AI infrastructure and global compute, including a $10 billion private placement with Berkshire Hathaway (Berkshire to buy $5 billion each of Class A and Class C shares).
  • Background and details: The article cites analysts and industry observers noting dramatically increased data center capex (Google expected to double data center capex this year) and emphasizes that funds are intended for data centers, power delivery, networking, cooling, and AI accelerators; portions of proceeds may also cover employee equity and corporate finance rather than direct buildout.
• May 1, 2026

  Google-Anthropic Deal: AI Capacity Now Pre-Sold at Gigawatt Scale

  Google is understood to be in talks to invest up to $40 billion in Anthropic.

  • Main terms: Reported initial $10 billion investment, with up to $30 billion contingent on performance targets (total potential $40 billion), plus up to 5 GW of computing power over five years supplied by Google; companies have not publicly confirmed these terms.
  • Background and implementation details: Builds on prior Google investments and TPU commitments to Anthropic and a separate partnership with Broadcom; delivering 5 GW approaches utility scale and will require multi-year coordination on land acquisition, permitting, grid interconnection, and multiple hyperscale campuses.
• May 1, 2026

  AI Capacity Is Being Pre-Sold at Gigawatt Scale

  Google is reportedly negotiating to invest up to $40 billion in Anthropic and to supply reserved compute capacity tied to future performance, though the companies have not publicly confirmed the terms.

  • Main announcement: Reported deal would provide an initial $10 billion investment with up to $30 billion contingent on performance, and Google would supply as much as 5 GW of computing power over five years to Anthropic; the companies have not publicly confirmed these terms.
  • Background and structure: The arrangement pairs capital with pre-negotiated capacity (including TPU commitments) and builds on existing ties with Google and a separate Broadcom partnership for custom silicon; delivering ~5 GW would require multiple hyperscale campuses, years of land acquisition, permitting, and grid interconnection, and coordinated planning and financing.
• Apr 9, 2026

  Hyperscalers will own two-thirds of data center capacity by 2031

  Synergy Research Group reported that hyperscalers will account for 67% of all data center capacity by 2031.

  • Main announcement: Synergy Research Group says hyperscalers (Google, Microsoft, AWS) will reach 67% of global data center capacity by 2031, with enterprise on-prem data centers dropping from 56% in 2018 to 19% by 2031; the report also notes almost 60% of hyperscale capacity is in own-built facilities and non-hyperscale colocation accounts for ~20%.
  • Background & details: The article cites planned > $500 billion in capex by Google/Microsoft/AWS for AI infrastructure in fiscal year 2026, cites hyperscalers operating ~1,297 large data centers in Q3 2025 (1,360 by end-2025), references commitments such as the Ratepayer Protection Pledge (Google, Oracle, xAI, Meta, Microsoft, OpenAI, Amazon) and highlights electricity demand concerns (EIA: price hikes up to 79% in areas like Texas by 2027); it references expanded compute partnerships (Anthropic–Google/Broadcom; OpenAI–AMD) with multi-gigawatt capacity starting 2027.
• Apr 8, 2026

  Aria Networks raises $125M and debuts its approach for AI-optimized networks

  Aria Networks has launched the Deep Networking platform and disclosed $125 million in total funding.

  • Main announcement: Aria Networks (founded January 2025 by Mansour Karam) has made Deep Networking generally available this week: a combined offering of purpose-built switching hardware, a hardened SONiC implementation, microsecond ASIC-level telemetry, and intelligent agents across the stack, plus an exposed MCP server and embedded FDE (forward deployed engineers) model; the company disclosed $125 million in total funding from Sutter Hill Ventures, Atreides Management, Valor Equity Partners and Eclipse Ventures.
  • Background and specifics: The platform targets AI operational metrics Model FLOPS Utilization (MFU) and token efficiency (MFU typically 33–45% for training, <30% for inference); Aria models a 3% MFU improvement across a 10,000-XPU cluster as ~$49.8 million annual revenue gain (≈7.9% revenue improvement). Hardware portfolio details include Aria Switch 800G (64 x 800G, Broadcom Tomahawk 5), Aria Switch 1.6T High Radix (128 x 800G, TH6), and Aria Switch 1.6T (64 x 1.6T, air and full liquid cooling). Software update cadence targeted at weekly releases, and FDE feedback is engineered back into products.