reports
Broadcom Announces Industry’s First Enterprise Wi-Fi 8 Access Point an...
Broadcom Announces Industry’s First Enterprise Wi-Fi 8 Access Point and Switch Solution for the AI Era Unified, wireless-first architecture addresses rising demand for hybrid work and delivers performance, efficiency and security needed for next-generation enterprise networking PALO ALTO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the industry’s first Wi-Fi 8 access point (AP) and switch solution purpose-built with a unified architecture for AI-ready enterprise networks. ...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
Broadcom Launches Unified Wi-Fi 8 Platform for Seamless AI Experiences...
Broadcom Launches Unified Wi-Fi 8 Platform for Seamless AI Experiences in Homes New Wi-Fi 8 chipset and AI processor provide the performance and uptime needed for operators to enable the next generation of AI applications in the home LAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- CES -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the launch of its next-generation BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, the BCM6714 and BCM6719, marking another milestone in its long legacy of W...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q25
We publish today our comprehensive quarterly bible: 242 pages of detailed analysis on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Gen AI Big Idea Series – The Broadcom Platform – Hock Tan, CEO
We hosted another session of the 5th annual BCG × NSR Gen-AI Big Idea Series this week. We will host a slate of exceptional speakers through Feb-26 (full line-up here). This session was a conversation with Hock Tan, CEO of Broadcom, along with Kirsten Spears, CFO, and Charlie Kawwas, President of the Semiconductor Solutions Group. Please see the link below for our takes.
- Pierre FerraguÊ
- Antoine Chkaiban
- Pierre FerraguÊ
- Pierre FerraguÊ
ING Selects VMware Cloud Foundation 9.0 as Strategic Platform for Priv...
ING Selects VMware Cloud Foundation 9.0 as Strategic Platform for Private Cloud Modernization VMware Cloud Foundation to deliver unified, sovereign infrastructure supporting global workload mobility and digital transformation for the multinational financial institution PALO ALTO, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) and ING today announced the extension of the companies’ strategic collaboration to update ING’s private cloud infrastructure. This initiative will see ING adopt VMware Cloud Foundation 9.0 (VCF 9) as part of its private cloud strategy, suppo...
- Antoine Chkaiban
- Pierre FerraguÊ
- Antoine Chkaiban
- Pierre FerraguÊ
Broadcom Introduces the World’s First Quantum-Safe Gen 8 128G SAN Swit...
Broadcom Introduces the World’s First Quantum-Safe Gen 8 128G SAN Switch Portfolio New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry’s Most Secure, High-Performance Storage Network for Enterprise AI PALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI applications. Brocade Gen...
Broadcom Strengthens Strategic Partnership with NEC to Drive Modern Pr...
Broadcom Strengthens Strategic Partnership with NEC to Drive Modern Private Cloud with VMware Cloud Foundation PALO ALTO, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced plans to expand its strategic partnership with NEC Corporation (TSE: 6701) to adopt a modern private cloud utilizing VMware Cloud Foundation (VCF). Leveraging the skills and expertise gained from implementing VCF in its own IT systems, NEC will promote the modernization of private clouds, enabling customers to ensure security and accelerate innovation. VCF is the first integrated cl...
Broadcom Advances Open Ecosystem for VMware Cloud Foundation
Broadcom Advances Open Ecosystem for VMware Cloud Foundation New ODM Self-Certification Program, Open Networking Initiative, and Open Source Software Contributions Fuel Flexible, Adaptable Private Clouds New and Expanded Collaborations Announced with Cisco, Intel, OVHcloud, SNUC and Supermicro PALO ALTO, Calif., Nov. 12, 2025 (GLOBE NEWSWIRE) -- Today, Broadcom Inc. (NASDAQ: AVGO) announced it is advancing an open, extensible ecosystem for VMware Cloud Foundation (VCF), enabling customers to build, connect, protect, and extend their modern private clouds. With these announcements, Broad...
- Pierre FerraguÊ
2026 AI Infra. outlook forming: XPU spending catching up with capex, u...
It has been a busy week with Nvidia’s comments in Washington and three hyperscalers reporting last night. Building on these updates, we have already formed a very insightful perspective on how AI infrastructure deployments are shaping up for next year. Please follow the link for our insight summarized on a single slide.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
- Pierre FerraguÊ
- Pierre FerraguÊ
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