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35 percent of VMware workloads expected to migrate elsewhere by 2028

arstechnica.com Unknown 2025-10-04 20:56:35

VMware will lose a significant chunk of business over the next three years, according to Gartner research VP Julia Palmer. Of course, some organizations have already abandoned VMware or are plotting partial or total migrations. Broadcom acquired the virtualization business in November 2023 and made sweeping changes that alienated many customers. The biggest concerns have been higher costs driven by a shift from perpetual licenses to subscriptions and the bundling of products into fewer, more ex

Topics: broadcom cloud customers hyperscalers vmware

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Can we please keep our broadband money, Republican governor asks Trump admin

arstechnica.com Unknown 2025-10-05 12:01:05

Louisiana Governor Jeff Landry has a simple request for the Trump administration: Don't take our broadband money away. Trump's Commerce Department rewrote the rules of the $42 billion Broadband Equity, Access, and Deployment (BEAD) grant program, forcing states to change how they spend money earmarked for expanding broadband access. The overhaul led states to reduce spending on fiber networks and increase spending on satellite—although not to the extent sought by SpaceX CEO Elon Musk, who is de

Topics: broadband landry money states trump

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Report: OpenAI will launch its own AI chip next year

zdnet.com Webb Wright 2025-10-11 17:41:00

XH4D/iStock/Getty Images Plus via Getty Images Follow ZDNET: Add us as a preferred source on Google. ZDNET's key takeaways: OpenAI is building an in-house AI chip with Broadcom. The effort is likely the result of a partnership valued at $10 billion. Many AI companies are launching their own chipmaking operations. OpenAI is gearing up to launch its own AI chip, part of a broader industry effort to gain independence from third-party semiconductor companies. The ChatGPT-maker will start mass

Topics: ai broadcom chips company openai

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YouTube’s first exclusive NFL broadcast attracts over 17M viewers

techcrunch.com Lauren Forristal 2025-10-12 09:24:23

YouTube announced on Monday that its first-ever exclusive global broadcast of an NFL game broke a record for the company, achieving the most concurrent viewers of a live stream on the platform. Over 17.3 million viewers from more than 230 countries and territories worldwide tuned in for the game between the Kansas City Chiefs and the Los Angeles Chargers in São Paulo. This figure represents the average minute audience (AMA) that watched the game last Friday. In the U.S., there were 16.2 million

Topics: broadcast game million nfl youtube

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VMware's in court again. Customer relationships rarely go this wrong

news.ycombinator.com Rupert Goodwins 2025-10-12 21:00:23

Opinion If you're a tech company marketing manager writing white papers, you'll love a juicy pull quote. That's where a client says something so lovely about you, you can pull it out of the main text and reprint it in a big font in the middle of the page. "VMware is essential for the operations of Tesco's business and its ability to supply groceries" is a great candidate from 2019. Broadcom's answer to VMware pricing outrage: You're using it wrong READ MORE Or it would be, if it wasn't follow

Topics: broadcom client like tesco vmware

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Broadcom stock jumps 9% on new $10 billion customer that analysts say is OpenAI

cnbc.com Ari Levy 2025-10-13 13:03:41

Analysts at Mizuho, Cantor Fitzgerald and KeyBanc all said they think AI startup OpenAI is the customer. The Financial Times reported on Thursday, citing people familiar with the partnership, that the two companies co-designed a chip that will hit the market next year. "One of these prospects released production orders to Broadcom, and we have accordingly characterized them as a qualified customer for XPUs," Tan said. He added that the order increased Broadcom's forecast for AI revenue next yea

Topics: analysts billion broadcom revenue year

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Broadcom stock jumps 11% on new $10 billion customer that analysts say is OpenAI

cnbc.com Ari Levy 2025-10-14 01:01:50

Analysts at Mizuho, Cantor Fitzgerald and KeyBanc all said they think AI startup OpenAI is the customer. The Financial Times reported on Thursday, citing people familiar with the partnership, that the two companies co-designed a chip that will hit the market next year. "One of these prospects released production orders to Broadcom, and we have accordingly characterized them as a qualified customer for XPUs," Tan said. He added that the order increased Broadcom's forecast for AI revenue next yea

Topics: analysts billion broadcom revenue year

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OpenAI links up with Broadcom to produce its own AI chips

arstechnica.com Unknown 2025-10-14 12:30:46

OpenAI is set to produce its own artificial intelligence chip for the first time next year, as the ChatGPT maker attempts to address insatiable demand for computing power and reduce its reliance on chip giant Nvidia. The chip, co-designed with US semiconductor giant Broadcom, would ship next year, according to multiple people familiar with the partnership. Broadcom’s chief executive Hock Tan on Thursday referred to a mystery new customer committing to $10 billion in orders. OpenAI’s move foll

Topics: according ai broadcom chip openai

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Broadcom stock jumps 15% on new $10 billion customer that analysts say is OpenAI

cnbc.com Ari Levy 2025-10-14 17:33:12

Broadcom shares soared 15% on Friday after the chipmaker said on its earnings call that it had secured a new $10 billion customer. Analysts quickly pointed to OpenAI. Following a better-than-expected earnings report late Thursday, Broadcom CEO Hock Tan told analysts that a fourth large customer had put in orders for $10 billion in custom artificial intelligence chips, which the company calls XPUs. "One of these prospects released production orders to Broadcom, and we have accordingly character

Topics: analysts billion broadcom revenue year

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Broadcom’s stock pops on mystery $10 billion AI customer

cnbc.com Kif Leswing Ari Levy 2025-10-15 13:17:30

Broadcom reported fiscal third-quarter earnings that beat expectations and provided robust guidance for the current quarter. The stock rose in extended trading after the company said it had secured $10 billion in orders from a new client for custom chips. Here's how the chipmaker did versus LSEG consensus estimates: Earnings per share: $1.69 adjusted vs. $1.65 expected $1.69 adjusted vs. $1.65 expected Revenue: $15.96 billion vs. $15.83 billion expected Broadcom said it expects $17.4 billion

Topics: billion broadcom chips expected quarter

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Broadcom earnings primer: AI chip demand and growth are key

cnbc.com Ari Levy 2025-10-16 13:39:01

Broadcom is scheduled to report earnings for its fiscal third quarter after the close of regular trading on Thursday. Here's what analysts are expecting, according to a consensus from LSEG. Earnings per share: $1.65 $1.65 Revenue: $15.83 billion Broadcom, which develops custom chips for Google and other huge cloud companies and also makes networking gear needed to tie thousands of artificial intelligence chips together, is expected to report revenue growth of 21% from $13.07 billion a year a

Topics: 65 analysts broadcom chips revenue

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From Here?

news.ycombinator.com Unknown 2025-11-25 05:35:52

Over the years, I’ve written plenty about comedy writers reusing jokes. Today’s topic is one of the most famous and most-quoted examples of the lot. So let’s turn to ersatz Bond film Never Say Never Again , which premiered in the US on the 6th October 1983. Oh dear, James Bond isn’t having much fun. NURSE: Mr. Bond? I need a urine sample. If you could fill this beaker for me? BOND: From here? The tale surrounding this is well-known by now. Dick Clement and Ian La Frenais did some emergency r

Topics: broadcast gag joke said want

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After 34 Years of Booop-Beep-Beep-Beep-Krsssh-Eee-Brrrrrrr, AOL’s Dial-Up Service Is Finally Shutting Down

gizmodo.com Bruce Gil 2025-12-01 03:10:32

It’s the end of an era. After 34 years, AOL is pulling the plug on its dial-up internet service. It’s hard to believe that In 2025, with 5G, Wi-Fi, and fiber-optic broadband seemingly everywhere, AOL’s classic dial-up service is still operating. Sadly, for the thousands of people still relying on the old school internet service, the company recently announced that it’s discontinuing it on Sept. 30. “AOL routinely evaluates its products and services and has decided to discontinue Dial-up Intern

Topics: aol broadband dial internet service

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FCC Democrat: Trump admin is declaring “Mission Accomplished” on broadband

arstechnica.com Unknown 2025-12-05 08:53:05

The Federal Communications Commission is hamstringing its upcoming review of broadband availability by ignoring the prices consumers must pay for Internet service, FCC Commissioner Anna Gomez said in a statement yesterday. "Some point to existing law to argue that availability is the only metric Congress allows to measure broadband deployment success. But the law does not require this agency to view broadband availability with one eye closed and the other one half-open," said Gomez, the only De

Topics: access bead broadband commission said

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Trump tells states they'll lose out on broadband fund if they try to dictate rates

engadget.com Unknown 2025-12-09 17:30:20

States will lose out on their share of a $42 billion broadband fund if they attempt to dictate rates that internet services providers (ISPs) charge low-income customers, according to a new FAQ from the Trump administration seen by Ars Technica. That means ISPs — which are subsidized by the government in order to provide low-cost plans — will be able to set such rates under the BEAD (Broadband Equity, Access and Deployment) program. The new language appeared in a BEAD Restructuring Policy Notice

Topics: broadband isps low new states

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Trump admin warns states: Don’t try to lower broadband prices

arstechnica.com Unknown 2025-12-10 17:43:45

The Trump administration is telling states they will be shut out of a $42 billion broadband deployment fund if they set the rates that Internet service providers receiving subsidies are allowed to charge people with low incomes. The latest version of the National Telecommunications and Information Administration (NTIA) FAQ on the grant program, released today, is a challenge to states considering laws that would force Internet providers to offer cheap plans to people who meet income eligibility

Topics: broadband ntia service state states

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FCC abandons efforts to make U.S. broadband fast and affordable

news.ycombinator.com Karl Bode 2025-12-11 04:59:50

Trump FCC Abandons Efforts To Make U.S. Broadband Fast And Affordable from the this-is-why-we-can't-have-nice-things dept Section 706 of the Telecom Act requires the FCC to determine whether broadband is being deployed “on a reasonable and timely basis” to everyone. If the answer is no, the law says the FCC must “take immediate action to accelerate deployment of such capability by removing barriers to infrastructure investment and by promoting competition in the telecommunications market.” Fo

Topics: broadband carr fcc telecom trump

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FCC Abandons Efforts to Make U.S. Broadband Fast and Affordable

news.ycombinator.com Karl Bode 2025-12-11 16:59:50

Trump FCC Abandons Efforts To Make U.S. Broadband Fast And Affordable from the this-is-why-we-can't-have-nice-things dept Section 706 of the Telecom Act requires the FCC to determine whether broadband is being deployed “on a reasonable and timely basis” to everyone. If the answer is no, the law says the FCC must “take immediate action to accelerate deployment of such capability by removing barriers to infrastructure investment and by promoting competition in the telecommunications market.” Fo

Topics: broadband carr fcc telecom trump

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The Corporation for Public Broadcasting Is Shutting Down

gizmodo.com Matt Novak 2025-12-15 16:15:13

The Corporation for Public Broadcasting will start winding down operations, purging most of its staff by Sept. 30, according to a press release, after nearly 60 years in operation delivering public media in the United States. The news comes after Republicans, led by President Donald Trump, stripped the non-profit company of its funding over claims of bias against conservatives. CPB President and CEO Patricia Harrison says that a small transition team will be in place through Jan. 2026 to make s

Topics: broadcasting federal funding media public

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Starlink Is Set to Receive Billions in Federal Subsidies but Analysis Says It Can’t Handle the Traffic

cnet.com See Full Bio 2025-12-22 11:00:00

Key takeaways A new X-Lab analysis indicates Starlink can only support 6.66 households per square mile before speeds drop below FCC broadband minimums (100/20 Mbps). Currently, only 17% of Starlink users currently meet FCC broadband speeds, yet altered BEAD program rules could direct significant federal funds to Starlink as the lowest-cost option. While Starlink greatly improves internet access and quality for rural Americans, experts worry about its long-term viability for widespread broadban

Topics: broadband customers internet speeds starlink

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Some VMware perpetual license owners are unable to download security patches

arstechnica.com Unknown 2026-01-02 03:51:43

Some VMware perpetual license holders are currently unable to download security patches, The Register reported today. The virtualization company has only said that these users will receive the patches at “a later date,” meaning users are uncertain how long their virtualization environments will be at risk. Since Broadcom bought VMware and ended perpetual license sales in favor of bundled subscription-based SKUs, some organizations have opted against signing up for a subscription and are running

Topics: broadcom patches security users vmware

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T-Mobile the fastest mobile network; AT&T best for broadband

9to5mac.com Ben Lovejoy 2026-01-03 14:42:16

Ookla’s latest speed-test report has found that T-Mobile is this year’s fastest mobile network, offering the speediest downloads overall, and the fastest 5G. For home broadband, AT&T Fiber took the crown. Plans to boost broadband speeds have, however, been thrown into doubt by the Trump administration, which wants to abandon a target for every American to have gigabit speeds … If you’ve ever tested your home or mobile broadband speed, there’s a high chance you’ve done so using Ookla’s Speedtes

Topics: best broadband mobile speed speeds

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Gig Speeds for Every American? Trump FCC Moves to Drop One of the Group’s Most Ambitious Goals

cnet.com See Full Bio 2026-01-04 03:26:00

One of the federal government’s most ambitious broadband targets may soon be abandoned. On August 7, the FCC will vote on a proposal to drop its goal of gig speeds for every American. In March last year, the Democratic-led group voted to raise the definition of minimum broadband speeds from 25Mbps download and 3Mbps upload speed to 100/20Mbps. It also set a more ambitious long-term goal of increasing the benchmark to 1,000Mbps download and 500Mbps upload speed. Trump’s pick for FCC chair, Bren

Topics: 706 broadband carr fcc section

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Broadband Deserts and Reproductive Care: The Devastating Impact on Health Resources

cnet.com See Full Bio 2026-01-05 15:00:00

We don’t often think about the internet as being good for our health. In fact, “internet” and “health” are primarily related in a negative context in online spaces -- we’re getting too much screen time, we’re “chronically” online, etc. It may come as a surprise, but access to the internet is commonly recognized as a "super" determinant of health. Limited internet access has been linked to high mortality rates during the COVID-19 pandemic, and having the internet in easy reach means we can stay

Topics: broadband care deserts internet women

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California backs down to Trump admin, won’t force ISPs to offer $15 broadband

arstechnica.com Unknown 2026-01-07 08:37:45

A California lawmaker halted an effort to pass a law that would force Internet service providers to offer $15 monthly plans to people with low incomes. Assemblymember Tasha Boerner proposed the state law a few months ago, modeling the bill on a law enforced by New York. It seemed that other states were free to impose cheap-broadband mandates because the Supreme Court rejected broadband industry challenges to the New York law twice. Boerner, a Democrat who is chair of the Communications and Con

Topics: administration broadband law low service

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FCC to eliminate gigabit speed goal and scrap analysis of broadband prices

arstechnica.com Unknown 2026-01-10 03:49:17

The Federal Communications Commission is ditching Biden-era standards for measuring progress toward the goal of universal broadband deployment. The changes will make it easier for the FCC to give the broadband industry a passing grade in an annual progress report. FCC Chairman Brendan Carr's proposal would give the industry a thumbs-up even if it falls short of 100 percent deployment, eliminate a long-term goal of gigabit broadband speeds, and abandon a new effort to track the affordability of

Topics: broadband carr deployed fcc telecommunications

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Mapping the Margins: The Internet's Invisible Hand in Reproductive Care

cnet.com See Full Bio 2026-01-11 08:00:00

We don’t often think about the internet as being good for our health. In fact, “internet” and “health” are primarily related in a negative context in online spaces -- we’re getting too much screen time, we’re “chronically” online, etc. It may come as a surprise, but access to the internet is commonly recognized as a "super" determinant of health. Limited internet access has been linked to high mortality rates during the COVID-19 pandemic, and having the internet in easy reach means we can stay

Topics: abortion broadband care deserts women

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Senate votes to kill entire public broadcasting budget in blow to NPR and PBS

arstechnica.com Unknown 2026-01-15 17:35:59

The US Senate voted to rescind two years' worth of funding from the Corporation for Public Broadcasting (CPB), delivering a blow to public radio and television stations around the country. The CPB is a publicly funded nonprofit corporation that supports NPR and PBS stations. The 51-48 vote today on President Trump's rescissions package would eliminate $1.1 billion that was allocated to public broadcasting for fiscal years 2026 and 2027. All 51 yes votes came from Republicans, while Sens. Susan

Topics: broadcasting cpb funding npr public

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Starlink Just Rolled Out a $15-Per-Month Plan in New York, but You’ll Have to Qualify to Sign Up

cnet.com See Full Bio 2026-01-16 02:00:00

Starlink has brought high-speed internet to millions of rural Americans for the first time. It’s also one of the most expensive internet service providers in the country. So, how is it available in New York for just $15 a month? If Starlink wants to sell internet in the state, it doesn’t have a choice. That’s thanks to the Affordable Broadband Act, a New York state law passed in January. Customers will still have to pay for $349 upfront, however, which will likely be an insurmountable cost for

Topics: broadband households internet new york

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More VMware cloud partners axed as Broadcom launches new invite-only program

arstechnica.com Unknown 2026-01-17 12:20:33

Broadcom is kicking some cloud service providers (CSPs) out of the VMware channel partner program, bringing uncertainty for the technological and financial futures of numerous businesses, especially small-to-medium-sized ones. As reported by The Register today, Broadcom this week revealed to VMware CSP partners that it is launching a new invite-only channel program for CSPs on November 1. Fewer CSPs are expected to be eligible for this new program. The Register said that “some mid-size partners

Topics: broadcom csps new program vmware

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Latest Tech News

35 percent of VMware workloads expected to migrate elsewhere by 2028

Can we please keep our broadband money, Republican governor asks Trump admin

Report: OpenAI will launch its own AI chip next year

YouTube’s first exclusive NFL broadcast attracts over 17M viewers

VMware's in court again. Customer relationships rarely go this wrong

Broadcom stock jumps 9% on new $10 billion customer that analysts say is OpenAI

Broadcom stock jumps 11% on new $10 billion customer that analysts say is OpenAI

OpenAI links up with Broadcom to produce its own AI chips

Broadcom stock jumps 15% on new $10 billion customer that analysts say is OpenAI

Broadcom’s stock pops on mystery $10 billion AI customer

Broadcom earnings primer: AI chip demand and growth are key

From Here?

After 34 Years of Booop-Beep-Beep-Beep-Krsssh-Eee-Brrrrrrr, AOL’s Dial-Up Service Is Finally Shutting Down

FCC Democrat: Trump admin is declaring “Mission Accomplished” on broadband

Trump tells states they'll lose out on broadband fund if they try to dictate rates

Trump admin warns states: Don’t try to lower broadband prices

FCC abandons efforts to make U.S. broadband fast and affordable

FCC Abandons Efforts to Make U.S. Broadband Fast and Affordable

The Corporation for Public Broadcasting Is Shutting Down

Starlink Is Set to Receive Billions in Federal Subsidies but Analysis Says It Can’t Handle the Traffic

Some VMware perpetual license owners are unable to download security patches

T-Mobile the fastest mobile network; AT&T best for broadband

Gig Speeds for Every American? Trump FCC Moves to Drop One of the Group’s Most Ambitious Goals

Broadband Deserts and Reproductive Care: The Devastating Impact on Health Resources

California backs down to Trump admin, won’t force ISPs to offer $15 broadband

FCC to eliminate gigabit speed goal and scrap analysis of broadband prices

Mapping the Margins: The Internet's Invisible Hand in Reproductive Care

Senate votes to kill entire public broadcasting budget in blow to NPR and PBS

Starlink Just Rolled Out a $15-Per-Month Plan in New York, but You’ll Have to Qualify to Sign Up

More VMware cloud partners axed as Broadcom launches new invite-only program

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