Broadcom CEO Hock Tan told CNBC that his company's AI semiconductor revenue forecasts remain unchanged despite market jitters over Anthropic CEO Dario Amodei's call to slow frontier AI development. Broadcom shares fell 4.8% and chip stocks broadly dropped after Amodei's comments, which drew backing from Sam Altman and Elon Musk. Tan said demand for AI compute infrastructure remains strong and durable, and reaffirmed that Anthropic is set to become Broadcom's largest custom chip customer by 2027.
cnbc.com
· 2026-09-14
OpenAI Korea's general manager Harrison Kim said the company has made significant progress working with Samsung Electronics on next-generation chip development and production. This suggests OpenAI could source future AI accelerators from both Samsung Foundry and TSMC, rather than relying solely on TSMC as it does for its current Jalapeño inference chip built with Broadcom.
tomshardware.com
· 2026-09-09
Marvell Technology CEO Matt Murphy told CNBC that the company's ability to earn trust with major cloud computing customers over ten years has driven its shares up about 241% in the past year, far outpacing rival Broadcom's 6.6% gain. He pointed to new AI partnerships with Nvidia and Google, along with custom chip deals with all four major U.S. hyperscalers, as evidence of that trust paying off.
cnbc.com
· 2026-09-08
Broadcom has removed public access to VMware's Virtual Disk Development Kit (VDDK), a library relied on by major migration tools including Microsoft Azure Migrate, Red Hat's Migration Toolkit, Nutanix Move, and various VMware-to-KVM utilities. Customers report that Broadcom support confirmed the kit is no longer available for general download, though no official announcement or explanation has been issued.
virtualizationhowto.com
· 2026-09-07
VMware's parent Broadcom acknowledged that its sales team overemphasized VCF, its costly private cloud bundle, even when smaller customers wanted the cheaper vSphere Standard product. VCF chief product officer Paul Turner admitted the company has corrected this practice, and executives say an updated vSphere Standard release is coming soon, likely detailed at VMware Explore in Frankfurt in October.
arstechnica.com
· 2026-09-04
Tottenham Hotspur has replaced its stadium's VMware virtualization software with HPE's Morpheus VM Essentials, cutting licensing fees by more than 85 percent. The club is nearing completion of a broader overhaul of its stadium data center, now running on HPE ProLiant Gen12 servers and Alletra storage, managed through HPE GreenLake and OpsRamp.
arstechnica.com
· 2026-09-03
Broadcom topped Wall Street expectations for its latest quarter, with adjusted earnings of $3.32 per share and revenue of $29.59 billion, both above estimates, while net income more than tripled year-over-year to $13.09 billion. However, the company's fourth-quarter revenue forecast of $34.8 billion came in slightly below the $35.03 billion analysts anticipated, sending shares down 5% in after-hours trading.
cnbc.com
· 2026-09-02
Broadcom is rolling out an initiative called TrueSource under its Tanzu division to vet and secure open-source components used alongside its platform, covering Spring, RabbitMQ, and various Java, Python, and Node.js libraries. Tanzu VP Purnima Padmanabhan said the company builds and curates these artifacts itself, ensuring they meet a reference architecture and remain supportable, while a VMware spokesperson added that Broadcom will contribute fixes upstream and defer to community maintainers as the ultimate source of truth for projects it doesn't directly maintain.
it.slashdot.org
· 2026-08-31
At the Hot Chips conference, OpenAI released the first benchmark results for Jalapeño, its custom AI inference chip built with Broadcom. On SemiAnalysis' InferenceX test, the chip beat current Nvidia Blackwell systems in tokens served per user and throughput per kilowatt of power. OpenAI plans small-scale deployment by late 2026, with broader rollout in 2027.
techcrunch.com
· 2026-08-25
OpenAI detailed benchmark results for its Jalapeño chip, an inference-focused ASIC built with Broadcom, claiming it outperforms Nvidia's GB200 and GB300 chips on efficiency and response speed. Using its InferenceX benchmark across models like GPT-OSS 120B, DeepSeek R1, and Kimi K2.5, OpenAI reported 1.5-1.9x more work per watt and up to 3.6x lower latency. Small-scale deployment is planned by year-end, with volume scaling into 2027.
theverge.com
· 2026-08-25
GoKawiil