reports
- Pierre FerraguÊ
Broadcom Introduces Symantec CBX, Delivering Enterprise-Grade Security...
Broadcom Introduces Symantec CBX, Delivering Enterprise-Grade Security to Under-Resourced SOC Teams For the first time, advanced capabilities from Symantec and Carbon Black come together PALO ALTO, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced Symantec CBX (Carbon Black XDR), a cloud-based platform that combines the best Symantec and Carbon Black technologies in one intuitive solution. CBX addresses the needs of the industry’s lar...
VMware Explore Empowers IT Practitioners to Drive Modern Private Cloud...
VMware Explore Empowers IT Practitioners to Drive Modern Private Cloud Initiatives; 2026 Event Series Unveiled VMware Explore 2026 Returns to Las Vegas in August and Travels to Select Cities Across the Globe for Explore on Tour in Fall 2026 PALO ALTO, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced event dates, locations, and program highlights for VMware Explore 2026—the established private cloud event for IT professionals—and Exp...
- Pierre FerraguÊ
Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 ye...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look at how rising AI infrastructure capex translates into sustained cloud revenues growth, and who will consume how much cloud services by the end of the decade.
- Pierre FerraguÊ
Grasping the AI Infra buildout (X): “Internal AI” returns? lower than ...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what returns hyperscalers generate on AI investments today and how these could improve over time once the "tail effect" kicks in.
Broadcom Showcases Industry-Leading Solutions for Scaling AI Infrastru...
Broadcom Showcases Industry-Leading Solutions for Scaling AI Infrastructure at OFC 2026 Spotlighting end-to-end AI infrastructure portfolio for gigawatt-scale clusters – spanning XPU, Ethernet, Optics, SerDes, DSP, and PCIe solutions PALO ALTO, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the expansion of its open, scalable, and power-efficient AI infrastructure portfolio for gigawatt-scale AI clusters. These industry-leading solutions – incl...
Broadcom Now Shipping World’s First 102.4 Tbps Switch in Production Vo...
Broadcom Now Shipping World’s First 102.4 Tbps Switch in Production Volume Tomahawk 6 Family Switch Series Delivers Unmatched Performance for Scale-Out and Scale-Up AI Networks PALO ALTO, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced that the Tomahawk® 6 family switch series is now shipping in production volume. Unprecedented for a chip of its scale, Tomahawk 6 moved rapidly from initial samples to production deployment. “Broadcom’s abilit...
- Pierre FerraguÊ
Grasping the AI infra buildout (IX): How does the “tail effect” boost ...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at how the "tail effect" boosts ROIC for AI infrastructure and traditional compute deployments.
- Pierre FerraguÊ
Grasping the AI Infra buildout (VIII): “Tail effect” materially boost ...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what we call the tail effect: How ROIC underestimates the actual return on AI infrastructure over the full useful life of chips.
Broadcom Delivers Industry’s First 400G/lane Optical DSP for Next-Gene...
Broadcom Delivers Industry’s First 400G/lane Optical DSP for Next-Generation AI Networks 3nm 400G/lane technology enables best-in-class 1.6T transceivers and lays the foundation for 204.8T networks using 3.2T transceivers PALO ALTO, Calif., March 11, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the availability of its 3nm 400G/lane optical PAM-4 DSP, the Taurus™ BCM83640, optimized for 1.6T transceiver solutions with unprecedented bandwidth densit...
- Pierre FerraguÊ
Grasping the AI infra buildout (VII): What returns to expect?
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we compare the returns of AI cloud and frontier-model businesses with those of traditional cloud and core hyperscalers.
- Pierre FerraguÊ
Following the money: TSMC capex points to XPU revenues well above expe...
The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look into the implications of TSMC capex for XPU spending over the next few years.
- Pierre FerraguÊ
- Gary Brode
- Pierre FerraguÊ
Broadcom Announces VMware Telco Cloud Platform 9 to Drive Greater Hard...
Broadcom Announces VMware Telco Cloud Platform 9 to Drive Greater Hardware Efficiency for Sovereign-Ready Telco Infrastructure VMware Telco Cloud Platform 9 will Deliver a Unified, AI-Native Platform that Enables AI Monetization, and Improved Efficiency and Governance, with Lower TCO BARCELONA, Spain, March 02, 2026 (GLOBE NEWSWIRE) -- MOBILE WORLD CONGRESS 2026 -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today unveiled the future of VMware Telco Cloud Platform, a private cloud platf...
Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution Industry’s first 3.5D Face-to-Face (F2F) technology enables large-scale integration of XPUs delivering breakthrough performance, efficiency and scalability for AI clusters PALO ALTO, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced it has begun shipping the industry’s first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform. ...
Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Mass...
Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO New 0.4-8.5GHz CMOS radio digital front-end solution delivers breakthrough RF performance and power consumption for next-generation 5G Advanced and 6G networks PALO ALTO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the launch of BroadPeak™, a highly integrated radio digital front-end (DFE) SoC device, unlocking new possibilities for 5G massive multiple...
- Antoine Chkaiban
- Pierre FerraguÊ
- Pierre FerraguÊ
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