Tag
Broadcom
9 articles
Broadcom Retreats on VMware Pricing as SMB Exodus Changes Virtualization Market
After alienating small and medium businesses with expensive subscription bundles, Broadcom is reviving a lower-cost vSphere product—a tacit acknowledgment that its cloud-first strategy backfired.
VGT's 27% Return: Nvidia Concentration Bets on AI Chip Dominance
With 17 percent in Nvidia and over 60 percent in semiconductors, Vanguard's tech ETF has beaten the S&P 500 for four straight years on sustained hyperscaler AI capex.
Tottenham's 85% VMware Savings Show Broadcom's Pricing Gamble Backfiring
Premier League club ditches VMware for HPE's bundled stack, citing Broadcom's commercial terms as breaking point and signaling broader enterprise revolt against lock-in.
Broadcom's AI Revenue Surge Masks Q4 Deceleration; Stock Down Despite Beat
AVGO fell 5 percent after reporting tripled AI chip revenue but guiding to slower growth ahead, signaling demand normalization.
OpenAI's Jalapeño Chip Cuts Inference Costs 50%—If It Ships on Time
Custom silicon outperforms Nvidia Blackwell on efficiency metrics, but volume production delayed to 2027 as Nvidia's next architecture looms.
OpenAI's Custom Chip Cuts Inference Costs 50 Percent on First Try
Jalapeño, built with Broadcom on TSMC's 3nm process, matches Nvidia Blackwell performance while addressing the economics of running models at scale
10-Year Yield Nears 19-Month High as Retail Sales Drop 0.6% in July
University of Michigan inflation expectations hit 4.3% for the year ahead, putting rate-sensitive and consumer stocks in the crossfire as earnings season resumes.
Marvell's 131% Run Shows Which AI Stocks Wall Street Is Actually Buying
Selective AI investors are concentrating in infrastructure names; Marvell now projects 40 percent full-year revenue growth to $11.5 billion as data center demand outruns earlier forecasts.
Broadcom's Audit Push Draws Retaliation Claim From Allstate After Contract Exit
Allstate alleges Broadcom launched license audits in response to the insurer dropping VMware and CA Technologies contracts, escalating a December 2024 lawsuit.