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35 percent of VMware workloads expected to migrate elsewhere by 2028

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

Report: OpenAI will launch its own AI chip next year

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

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

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

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

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

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

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

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

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

OpenAI links up with Broadcom to produce its own AI chips

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

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

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

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

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

Broadcom earnings primer: AI chip demand and growth are key

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

Tesorio (YC S15) Is Hiring a Senior GenAI Engineer (100% Remote)

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From Here?

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

LHC's New Chip Tackles Radiation Challenges

This article is part of our exclusive IEEE Journal Watch series in partnership with IEEE Xplore. Deep in the belly of the Large Hadron Collider (LHC), about 400 million particle collisions are happening in a single second. But as the LHC undergoes upgrades and becomes the High Luminosity-LHC, the number of collisions will increase to an astounding ~1.5 billion collisions or more per second. Capturing all these events via detectors and analyzing the staggering amount of data created from each ex

The Corporation for Public Broadcasting Is Shutting Down

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

Wild Video Shows Humanoid Robot Loading a Washing Machine Pretty Well

"First time seeing a humanoid robot actually doing a task in a home." Dirty Laundry Humanoid robots remain far-fetched — but certain demos are starting to suggest a plausible future in which they could actually become common fixtures in regular households. In an impressive new demo, humanoid robot company Figure founder Brett Adcock showed off the company's F.02 robot effortlessly loading dirty laundry from a basket into a washing machine. Adcock can be seen adding items of clothing to the b

Some VMware perpetual license owners are unable to download security patches

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

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

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

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

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

Telefónica DE shifts VMware support to Spinnaker due to cost

The German arm of telecoms biz Telefónica has shifted support for its VMware installed base to Spinnaker after Broadcom quoted it a renewal figure five times the size of what it was previously paying. Telefónica Germany made the switch to Spinnaker at the start of the year when its existing support with VMware, now a subsidiary of silicon-and-software giant Broadcom, expired. VMware must support crucial Dutch govt agency as it migrates off the platform, judge rules READ MORE The telco was run

Apple may be trying to pick up Formula 1's US broadcast rights

After the success of its F1 movie, the company might be feeling the need for more speed. Following the success of its F1 movie at the box office , Apple may be looking to move deeper into the world of motorsports. The company is reportedly in talks to snap up the US broadcasting rights for Formula 1. According to The Financial Times , Apple is interested in snatching away the rights from F1's current US broadcast partner, ESPN, when they become available in 2026. F1 is said to make about $85 m

VMware perpetual license holder receives audit letter from Broadcom

After sending cease-and-desist letters to VMware users whose support contracts had expired and who subsequently declined to subscribe to one of Broadcom’s VMware bundles, Broadcom has started the process of conducting audits on former VMware customers. Broadcom stopped selling VMware perpetual licenses in November 2023 in favor of pushing a small number of VMware SKUs that feature multiple VMware offerings. Since Broadcom is forcefully bundling VMware products, the costs associated with running

Citrix warns of NetScaler vulnerability exploited in DoS attacks

Citrix is warning that a vulnerability in NetScaler appliances tracked as CVE-2025-6543 is being actively exploited in the wild, causing devices to enter a denial of service condition. "Exploits of CVE-2025-6543 on unmitigated appliances have been observed," warns Citrix's advisory. Tracked internally as CTX694788, CVE-2025-6543 is a critical flaw impacting NetScaler ADC and NetScaler Gateway and can be triggered by unauthenticated, remote requests, leading the appliance to go offline. The fl

Streaming Has Overtaken Traditional TV for the First Time Ever

Streaming became the most popular single form of TV usage years ago, but that was not its final hurdle. The juggernaut of broadcast and cable television combined meant that consumers were still using traditional TV services more than streaming overall, even if streaming was more popular than either of them individually. According to data from Nielsen, streaming just overcame this final hurdle. Nielsen says that in May, cable television accounted for 24.1% of all TV usage and broadcast TV repres

Former Intel engineers form AheadComputing to break CPU performance limits with RISC-V design

What just happened? In the heart of Oregon's Silicon Forest, a group of veteran chip architects has traded the security of a tech giant for the high-stakes world of startups, aiming to redefine the future of microprocessors. The founders of AheadComputing, who collectively spent nearly a century at Intel, are now channeling their expertise into building a new class of CPU, one they believe could upend the industry's established order. Rather than building on the legacy of x86, the team is betti

Twitch caps streamers’ storage at 100 hours of highlights and uploads

Twitch on Wednesday announced it will begin limiting streamers to 100 hours of highlights and uploads, and will delete content if a channel exceeds the limit. The company said it’s introducing the change because highlights haven’t been effective in driving discovery or engagement, and because storage is costly. The storage cap goes into effect on April 19. The change applies to highlights, which are snippets edited from a channel’s past broadcasts, as well as other uploaded content. Clips and