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Broadcom

Data center news, project activity, and monthly briefings for Broadcom.

Editor's picks

  • Nov 4, 2026

    Marvell and Lumentum: Lasers Join the Semiconductor Stack

    Matt Crowley, CEO of Scintil Photonics, comments on Marvell’s announced agreement to acquire Lumentum and argues that the deal reflects the industry shift toward vertically integrated optical networking and integrated photonics.

    • Marvell announced an agreement to acquire Lumentum for $115B in stock; the article frames this as one of the largest technology acquisitions of all time and a bet on vertical integration from chips to lasers.
    • The piece says AI data centers are moving from copper to optical networking, cites a laser shortage with Lumentum reportedly sold out through early 2029, and presents Scintil’s SHIP™ and LEAF Light™ as integrated-photonics alternatives, with up to 16 lasers on a single chip and validation on Tower Semiconductor production lines.
  • Nov 3, 2026

    Arista Networks, Inc. Reports Third Quarter 2026 Financial Results

    Arista Networks has announced its third quarter 2026 financial results and highlighted new AI networking architecture initiatives.

    • The company reported Q3 2026 revenue of $3.66 billion, up 58.5% year over year, with GAAP operating margin of 44.9% and non-GAAP diluted EPS of $1.20.
    • Arista said it launched open Ethernet rack-scale architectures for scale-up and scale-out AI fabrics, including Etherlink™ SU-144 and support for up to 144 accelerators per rack.
    • The company also said it has expanded collaboration with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm, and discussed distributed AI fabrics across geographically distributed data centers.
    • Arista will discuss the results on a conference call at 1:30 PM Pacific Time and provided investor relations contact details.
  • Oct 29, 2026 · Telborg

    Who Will Pay the $2.6 Trillion AI Infrastructure Bill?

    BCG has published an analytical article on whether the AI infrastructure boom can pay for itself, estimating about $2.6 trillion in annual end-market spending will be needed by 2030.

    • The article is a BCG analysis/opinion piece, not a new deal announcement; it presents a bottom-up model of AI data center, model company, enterprise, and consumer economics.
    • It estimates funding sources of $1.8 trillion from enterprises, $366 billion from consumers, $204 billion from hyperscalers, and $200 billion from emerging technologies, while also citing $4.6 trillion in hyperscaler AI capex through 2030 and 120.3 GW of installed AI capacity by 2030.
  • Oct 7, 2026

    Next-Gen Scale-Up Networking for AI Fabrics

    Arista has described its rack-scale Ethernet approach for AI scale-up networking and the associated ESUN initiative.

    • Arista says it helped launch ESUN within OCP as a founding member with Broadcom, Meta, and Microsoft, and it outlines open Ethernet switching and framing for tightly coupled AI fabrics.
    • The post says Etherlink SU-144 supports up to 144 accelerators, with cross-rack scale-up reaching 1024 XPUs using multi-rack interconnects; it also describes three liquid-cooled rack-scale designs and Arista Netdi diagnostics and telemetry.
    • The content is a blog-style product/technology announcement and promotional overview, and it includes references to a linked press release and OCP booth appearance.
  • Jun 30, 2026

    What the OCI MSA Didn't Solve for AI Scaling

    Scintil Photonics’ CEO Matt Crowley argues that the architecture for optical scale-up has been settled by the OCI MSA and that manufacturing — specifically heterogeneous integration — now determines who can scale beyond four wavelengths per fiber.

    • Main announcement/action: The article presents the argument that the Optical Compute Interconnect MSA (formed earlier this spring by AMD, Broadcom, Meta, Microsoft, NVIDIA, and OpenAI) settled on an NRZ modulation + wavelength multiplexing architecture (starting at four wavelengths per fiber), and that the remaining challenge to move to 8, 16+ wavelengths is industrial (manufacturing) rather than architectural. It identifies heterogeneous integration (bonding III-V gain material to silicon photonics wafers) as the manufacturing pattern that provides wavelength-scaling headroom and cites SHIP™ on Tower Semiconductor 200 mm lines and LEAF Light™ demonstrated in 8- and 16-wavelength configurations (with NVIDIA among Series B investors) as production proofs.

    • Background and details: The piece contrasts prior eras (discrete lasers; silicon photonics with off‑wafer lasers) with the current heterogeneous integration era, notes that discrete-laser assembly scales poorly for hyperscale (e.g., a 16-wavelength source multiplies lasers and alignments across fibers), and references OFC 2026 where multiple vendors requested SHIP™ extensions across device categories. It emphasizes adding wavelength-scaling headroom as a line item on supplier evaluation sheets and states that teams delaying this consideration will need to redesign across two generations.

  • Jun 3, 2026

    ST 10104 2026 ADD 2

    The European Commission has published an Impact Assessment Report accompanying its Proposal for a Regulation establishing the Cloud and AI Development Act (CADA).

    • Main announcement: The Commission proposes CADA to strengthen Europe’s cloud and AI ecosystem by (a) tripling EU data centre (DC) capacity by 2030 and setting a path to meet needs by 2035; (b) targeting 30% market share for European cloud and AI providers by 2035; (c) imposing a permitting target of <18 months for DC permits across the EU; and (d) introducing a four-tier sovereignty framework for cloud/AI services (Levels 1–4), plus EU R&D and deployment funding and measures on public procurement to promote sovereign services.
    • Context and concrete measures: The assessment documents a 2025 EU DC supply/demand gap (central estimate ~19 GW by 2036), highlights geographic concentration (FLAPD hubs ~65% of market), energy and grid constraints (Ireland DCs = 22% of electricity demand in 2025; EU DC electricity ~99 TWh in 2025 projected higher), cites past investments (AWS/Microsoft/Google ~EUR 12 bn in EU infrastructure in 2020) and commercial pressures (examples: CIA USD 600 m contract to AWS in 2013). The Impact Assessment accompanies the Commission proposal and sets out policy packages (preferred: national fast-track facilitators, designated fast-track areas, EU R&D/deployment support, mandatory sovereignty risk assessments for public procurement, joint procurement and SME support).

Recent news

  • Nov 6, 2026

    Broadcom has quietly changed VMware availability, support for parts of Europe

    Broadcom has quietly added a Europe-only extension of VMware vSphere 8 availability and support for customers in the European Economic Area.

    • vSphere Standard 8 and vSphere Enterprise Plus 8 will remain available for sale until October 31, 2027; active subscriptions will include Extended Support until the earlier of the subscription end date or October 31, 2028.
    • Analysts said the change appears tied to European regulatory pressure and may serve as a contract negotiation tool for enterprises, while also creating a split operating environment for multinationals outside the EEA; the article cites no new Broadcom pricing or funding commitment.
  • Nov 4, 2026

    Broadcom expands VMware Cloud Foundation with AI, security, and recovery capabilities

    Broadcom has announced an expansion of its VMware Cloud Foundation (VCF) portfolio with new AI infrastructure, security, and disaster recovery capabilities, alongside a new virtualization product for small IT environments.

    • The company introduced VMware vSphere Express, built on vSphere 9, for environments of up to 128 cores; it includes vMotion, high availability, distributed switching, rapid patching, and TPM security, and is available immediately.
    • Broadcom also outlined planned additions for first fiscal quarter of 2027, including AI Infrastructure Quickstart, vSAN native S3-compatible object storage, Site Recovery Manager capabilities, policy-based connectivity, and infrastructure configuration compliance management; VMware HyperArmor availability is also planned for that quarter.
  • Oct 27, 2026

    FluidCloud replaces VDDK with its own disk copy engine for VMware exits

    FluidCloud has announced the launch of vHOP (VM Hopping Engine), a service designed to help organizations migrate workloads away from VMware without using Broadcom’s VDDK library.

    • vHOP bypasses VDDK by using FluidCloud’s own cloning engine, and it also maps VMware environments, translates NSX firewall policy, and generates Terraform before workload data moves.
    • The service is available now in the FluidCloud platform and through AWS Marketplace; it supports AWS, Microsoft Azure, Google Cloud, OCI, and Nutanix. FluidCloud said its self-service planning returns results in minutes, while an engineer-led version takes three days.
  • Aug 31, 2026

    Private AI cloud, agentic infrastructure dominate VMware Explore

    Broadcom has announced VMware AI Factory, AgentMinder, and new TrueSource open-source security services at VMware Explore in Las Vegas.

    • Broadcom said VMware AI Factory is a packaged AI infrastructure stack built on VMware Cloud Foundation, supporting Nvidia and AMD accelerators, certified servers from Cisco, Dell, Lenovo, Supermicro, and more than 150 models.
    • Broadcom also announced AgentMinder for AI-agent governance, upcoming AI gateways and agentic security features across VCF Private AI Services, Tanzu Platform, Avi Load Balancer, and vDefend, plus TrueSource Trusted Artifacts and TrueSource Data Services for open-source software security; several offerings are available today, while others are coming later this year or were already part of VCF.
    • The article is a news report and analysis based on Broadcom statements and media briefings, not a standalone company press release; it also mentions Flexential building offerings on top of VMware AI Factory early next year.
  • Aug 27, 2026

    Kyndryl, Broadcom expand partnership to push private clouds for AI work

    Kyndryl and Broadcom have announced new consulting services for VMware Cloud Foundation, rebranding the effort as an AI-focused program and committing to skills development for several thousand Kyndryl staff.

    • The initiative will train Kyndryl consultants, architects, and delivery specialists to support agentic workflows, AI adoption, data modernization, and private cloud operations built around VMware Cloud Foundation (VCF) 9.1.
    • The announcement is presented in a news release from Kyndryl and is described by commentators as an expansion of an existing relationship rather than a wholly new alliance; no financial commitment or launch customer was disclosed.
  • Aug 20, 2026

    AI Data Center Networking: Scaling Up, Out, and Across with 102.4T Ethernet

    Cisco, Broadcom, and Nvidia are being discussed as vendors racing to deliver AI data-center networking silicon, with Cisco outlining shipment timing for its new Silicon One chips.

    • Cisco said its Silicon One G300 is for scale-out networking inside the data center, and its Silicon One P200 is for scale-across inter-data center connectivity over optical networks.
    • Cisco said the new devices were initially announced in February 2026 and were expected to ship broadly before year-end; P200 systems are already available to select customers, with 28.8 Tbps switches due in Q3 2026 and 51.2 Tbps models due before year-end.
    • The article also cites competing 102.4 Tbps-class offerings from Broadcom Tomahawk 6 and Nvidia Spectrum-6, and notes that some high-end Cisco switches use liquid cooling.
  • 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.”

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