reports
- Pierre FerraguÊ
Oracle RPOs: Beginning of the bubble... or beginning of the AI era?
Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.
- Pierre FerraguÊ
XPUs: Sizing the upside for Broadcom and the downside for Nvidia
Broadcom disclosed last week a $10bn AI rack order for 2H26 (widely linked to OpenAI) and signaled growth in their AI division could accelerate further in 2027. In this note, we break down what this could mean for the ASIC vs. GPU battle and the future structure of the AI compute market, looking in particular at the addressable market of in-house ASICs.
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
Hot Chips 2025: memory, interconnects, and full-stack optimizations at...
Last week we attended the 2025 edition of the Hot Chips conference, still the place to be for investors who want to understand chip architecture and how it can impact competitive dynamics. We followed presentations on datacenter XPUs, system-scale integration, and full-stack innovation, by Microsoft, Google, Meta, Nvidia, AMD, Intel, Broadcom, Marvell, Huawei, and others. Ping us for slide packs if you want the full primary material.
Broadcom Selected as Strategic Vendor for Virtualization Software Solu...
Broadcom Selected as Strategic Vendor for Virtualization Software Solutions for Walmart VMware Cloud Foundation to unify and secure cloud and edge operations across Walmart's infrastructure, and enable a frictionless developer experience that accelerates innovation LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025—Broadcom Inc. (NASDAQ: AVGO) and Walmart Inc. (NYSE: WMT) today announced a strategic collaboration to deliver a modern private cloud and edge environment. As part of this initiative, Broadcom has been named a strategic vendor for virtualization software solutio...
- Pierre FerraguÊ
Broadcom Makes VMware Cloud Foundation an AI Native Platform and Accel...
Broadcom Makes VMware Cloud Foundation an AI Native Platform and Accelerates Developer Productivity Newest VCF Innovations for AI Workloads and AI Developers Help Speed Enterprise Adoption of Private AI as a Service Customers globally are adopting VMware Cloud Foundation for the Modern Private Cloud LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025 -- Broadcom Inc. (NASDAQ: AVGO) continues to drive customer momentum for VMware Cloud Foundation (VCF) and an innovation roadmap that delivers a modern private cloud. Today, nine of the top 10 Fortune 500 companies have committ...
VMware Cloud Foundation Elevates Cyber Resilience, Compliance, and Sec...
VMware Cloud Foundation Elevates Cyber Resilience, Compliance, and Security for the Modern Private Cloud New VCF and Advanced Services Innovations Address Compliance Complexities in Regulated Industries and Security Gaps posed by New Agentic AI Workloads LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025—Today, Broadcom Inc. (NASDAQ: AVGO) announced VMware Cloud Foundation (VCF) Advanced Cyber Compliance and new innovations across VMware vDefend and VMware Avi Load Balancer to strengthen resilience, compliance and security for customers adopting a modern private cloud in r...
Broadcom Accelerates AI Innovation in the Modern Private Cloud with NV...
Broadcom Accelerates AI Innovation in the Modern Private Cloud with NVIDIA VMware Cloud Foundation supports latest NVIDIA Blackwell to Fuel AI Adoption at Scale LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025—Broadcom Inc. (NASDAQ: AVGO) announced today that the company is working to bring the latest NVIDIA AI technology to VMware Cloud Foundation (VCF). Through this collaboration with NVIDIA, enterprises and cloud service providers will be empowered to build, deploy, and scale next-generation AI models on cutting-edge AI servers within their modern private cloud enviro...
Broadcom and Canonical Expand Partnership to Optimize VMware Cloud Fou...
Broadcom and Canonical Expand Partnership to Optimize VMware Cloud Foundation for Modern Container and AI Workloads Collaboration combines the leading Cloud OS with the industry’s first unified private cloud platform to accelerate cloud native innovation LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025 -- Broadcom Inc. (NASDAQ: AVGO) and Canonical today announced an expanded collaboration to help customers ship modern container-based and AI applications faster and more securely. By bringing together Canonical’s trusted open-source software with VMware Cloud Foundation (V...
VMware Tanzu Delivers Speed, Security with AI-Ready Data and Applicati...
VMware Tanzu Delivers Speed, Security with AI-Ready Data and Application Platform to Drive Agentic AI Innovation New Tanzu Data Intelligence brings a multimodal lakehouse to GenAI application teams with predictable cost and performance and elastic scale on VMware Cloud Foundation-based private clouds LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025 -- Broadcom Inc. (NASDAQ: AVGO) today announced the availability of VMware Tanzu Data Intelligence, a data lakehouse platform that provides unified, low-latency access to multimodal data at scale to drive faster, more secure a...
Broadcom Unveils Event Highlights for VMware Explore 2025
Broadcom Unveils Event Highlights for VMware Explore 2025 PALO ALTO, Calif., Aug. 11, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced that VMware Explore 2025, taking place August 25-28 at The Venetian Convention and Expo Center in Las Vegas, will feature a variety of breakout sessions and panel discussions, expert roundtables, certification training and hands-on labs spanning relevant technology and industry topics, all targeted at the IT practitioner. Beginning Monday, August 25, Explore will deliver rich technical content featuring 400+ sessions across four conte...
- Pierre FerraguÊ
- Pierre FerraguÊ
Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data...
Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data Centers Scales 1M+ XPU Clusters Beyond Single Facility Limits PALO ALTO, Calif., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced it is now shipping the Jericho4 ethernet fabric router — a purpose-built platform for the next generation of distributed AI infrastructure. Designed to interconnect over one million XPUs across multiple data centers, Jericho4 breaks through traditional scaling limits with unmatched bandwi...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...
We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.
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