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1.
Supermarket giant Tesco sues VMware for breach of contract (news.ycombinator.com)
2.
Tesco UK supermarket chain removes 40,000 servers from VMware infrastructure — mass exodus continues due to Broadcom's aggressive subscription model (tomshardware.com)
3.
Tesco Moving 40,000 Server Workloads Off VMware Amid Broadcom's 'Abusive Conduct' (slashdot.org)
4.
Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct (news.ycombinator.com)
5.
Tesco moving 40,000 server workloads off VMware amid Broadcom's “abusive conduct” (arstechnica.com)
6.
Year of free HPE software a “step in the correct direction” in VMware rivalry (arstechnica.com)
7.
10Gb/s Ethernet: switching to a Broadcom SFP+ module (news.ycombinator.com)
8.
Why we're not discouraged by CrowdStrike and Broadcom selling. Context is everything (cnbc.com)
9.
Broadcom earnings, SpaceX's IPO price, World Cup worries and more in Morning Squawk (cnbc.com)
10.
Broadcom Shares Slide Despite Jump in Revenue on AI Chip Demand (feeds.content.dowjones.io)
11.
Broadcom stock plunges on weak software sales, unchanged AI chip forecast for the year (cnbc.com)
12.
Broadcom stock plunges 12% on weak software sales, unchanged AI chip forecast for the year (cnbc.com)
13.
Broadcom stock slips on disappointing software revenue (cnbc.com)
14.
Where Jim Cramer stands on CrowdStrike and Broadcom ahead of earnings (cnbc.com)
15.
Meta, Broadcom and others to launch $125 million semiconductor research hub at UCLA (cnbc.com)
16.
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond (tomshardware.com)
17.
Tool mapping 90 companies in the photonics and CPO supply chain (news.ycombinator.com)
18.
Moving To Mainframe Can Be Cheaper Than Sticking With VMware (slashdot.org)
19.
Tech stocks close out best month since start of Covid pandemic in 2020 (cnbc.com)
20.
OpenAI may be planning a 2028 smartphone push with custom chips (androidauthority.com)
21.
Google To Invest Up To $40 Billion In Anthropic (slashdot.org)
22.
Google plans to invest even more money into Anthropic (engadget.com)
23.
We're booking a 375% gain in a stock to raise cash for unloved names (cnbc.com)
24.
Anthropic looks to hire six-figure role for negotiating data center deals to fuel Europe AI expansion (cnbc.com)
25.
Marvell pops on report it will help Google with custom AI chips. Broadcom shares sink (cnbc.com)
26.
Broadcom to supply Meta with custom silicon through 2029 — Broadom CEO Hock Tan departs Meta's board (tomshardware.com)
27.
Nvidia's long-awaited stock breakout is proof that patience pays off (cnbc.com)
28.
Jim Cramer says the stock market is so overbought that we have to tread carefully (cnbc.com)
29.
Bank of America earnings, Kalshi's DC charm offensive, a United-American merger and more in Morning Squawk (cnbc.com)
30.
Meta doubles down on custom AI chips with Broadcom deal through 2029 (techspot.com)
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