VMware Cloud Foundation (VCF)

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VMware says AI major ‘investment area’, enhances VCF 9.0 for enterprises
ETTelecom.com· 2025-09-16 08:44
MUMBAI: Virtualisation software major “Our big investment area is around AI. Teams at VMware and “Bare metal” refers to a physical server dedicated to a single tenant, providing exclusive access to all its hardware resources sans virtualisation layer. VCF, by contrast, is a software-defined data center (SDDC) solution that is deployed on a cluster of bare metal servers, and uses a virtualisation layer to abstract compute, storage, and networking from the underlying hardware. Advt Prasad said Nvidia ben ...
Why Broadcom's Q3 Earnings Were a Huge Win for AVGO Bulls
MarketBeat· 2025-09-10 17:52
Broadcom TodayAVGOBroadcom$364.73 +28.06 (+8.34%) 52-Week Range$138.10▼$372.97Dividend Yield0.65%P/E Ratio93.14Price Target$351.92Add to WatchlistOne of the market’s most anticipated earnings reports was last week, coming from semiconductor giant Broadcom NASDAQ: AVGO. Although the company’s financials beat expectations, this alone wasn’t enough for the stock to achieve big after-hours gains on Sept. 4. Get Broadcom alerts:However, the company revealed huge news in its earnings call that led shares to trad ...
Broadcom (AVGO) Thrives in Custom AI Explosion
ZACKS· 2025-09-02 16:31
Core Insights - Broadcom is set to report its Q3FY'25 results, with investors keen to understand its growth trajectory following disappointing sales guidance from competitor Marvell in the custom silicon AI market [1] Company Overview - Broadcom is a leading designer and supplier of a wide range of semiconductor, networking, enterprise software, and security solutions, serving critical markets such as cloud, data center, and enterprise software [2] Financial Performance - In FY'24, Broadcom achieved a record $51.6 billion in sales, marking a 44% annual growth, with infrastructure software revenue reaching $21.5 billion due to successful VMware integration [3] - Semiconductor revenue also hit a record $30.1 billion, driven by AI revenue of $12.2 billion, which grew 220% year-on-year [3] Revenue Drivers - The Tomahawk 6 Ethernet switch and Jericho4 Ethernet fabric router are key products driving revenue growth by enabling large-scale AI cluster networking [4] - Broadcom's AI networking segment is the largest contributor to AI-related growth, with networking revenue increasing by 170% year-over-year, accounting for 40% of AI revenue in Q2 2025 [6] Growth Areas in AI - Key areas of growth for Broadcom amid the AI buildout include: - AI networking - Custom AI silicon/accelerators (XPUs) - Ethernet/Open networking - VMware-driven infrastructure software - Hyperscaler/cloud partnerships [5] Custom AI Silicon and Accelerators - Broadcom's custom silicon solutions, including AI accelerators and XPUs, are critical as hyperscalers seek differentiated compute capabilities for AI workloads, with expected demand acceleration into late 2026 [7] Infrastructure Software - The acquisition of VMware has positioned Broadcom's infrastructure software segment as a significant growth pillar, with VMware Cloud Foundation and enterprise adoption being key focus areas [10] Customer Base - Major cloud players like Google, Meta, Microsoft, and Amazon are central customers for Broadcom's networking and infrastructure software, with a focus on expanding content and wallet share within these accounts [11] Q3 Expectations - Broadcom reported record revenues of $15 billion in Q2, with AI revenue growing 46% year-over-year to over $4.4 billion, and expects AI semiconductor revenue to accelerate to $5.1 billion in Q3 [12][14]
Broadcom Accelerates AI Innovation in the Modern Private Cloud with NVIDIA
GlobeNewswire News Room· 2025-08-26 13:02
Core Insights - Broadcom is collaborating with NVIDIA to integrate advanced AI technology into VMware Cloud Foundation, enabling enterprises to build and scale AI models in private cloud environments [1][2] - The partnership enhances the capabilities of VMware Private AI Foundation by supporting NVIDIA's latest Blackwell GPUs and networking technologies, addressing the growing demand for AI infrastructure [2][5] Company Developments - The integration will support NVIDIA RTX PRO 6000 Server Edition GPUs, which are designed for efficient co-hosting of demanding virtual desktop infrastructure (VDI) and AI workloads [5] - Future releases of VMware Cloud Foundation are expected to support NVIDIA Blackwell B200 GPUs, which will provide high performance for large-scale AI and high-performance computing (HPC) applications [5] Infrastructure Enhancements - VMware Cloud Foundation will incorporate NVIDIA ConnectX-7 NICs and BlueField-3 400G DPUs, enabling advanced capabilities for high-speed AI model training and data transfer [5] - The integration will maintain core VCF capabilities, allowing customers to deploy NVIDIA innovations while retaining familiar operational workflows and enterprise-grade virtualization features [5]
1 Unstoppable Stock That Could Join Nvidia, Microsoft, Apple, Amazon, and Alphabet in the $2 Trillion Club Before 2028
The Motley Fool· 2025-07-15 00:02
Core Viewpoint - The semiconductor company Broadcom is experiencing significant growth driven by the increasing adoption of artificial intelligence (AI) technologies, positioning it to potentially reach a $2 trillion market cap in the near future [3][10]. Company Performance - Broadcom reported record revenue of $15 billion in Q2, marking a 20% year-over-year increase, with adjusted earnings per share rising 44% to $1.58 [6]. - The company has successfully integrated VMware into its operations, with 87% of its 10,000 largest customers adopting VMware Cloud Foundation, contributing to an increase in infrastructure software operating margin from 60% to 76% [7]. Market Position and Growth Potential - Broadcom's market cap is approximately $1.3 trillion, and it plays a crucial role in the AI ecosystem, with its technology being integral to mobile, broadband, cable, and data center operations [3][5]. - Wall Street estimates project Broadcom's revenue to reach $62.74 billion by 2025, with a forward price-to-sales (P/S) ratio of around 20, indicating a need for approximately $97 billion in annual revenue to support a $1 trillion market cap [9]. - The company is expected to achieve a $1 trillion market cap as early as 2028, with annual revenue growth projected at 19% over the next five years [10]. AI Market Dynamics - The serviceable addressable market for Broadcom's AI revenue from its existing hyperscale customers is estimated to be between $60 billion and $90 billion by fiscal 2027, excluding new customers recently announced [11]. - The generative AI market is projected to reach between $2.6 trillion and $4.4 trillion annually over the next decade, with potential doubling when including embedded software contributions [12]. Stock Performance - Broadcom's stock has appreciated significantly, increasing by 2,070% over the past decade, compared to a 205% gain for the S&P 500, justifying its premium valuation at 34 times next year's expected earnings [13].
Incident Prediction Strengthens AVGO's Portfolio: Is the Stock a Buy?
ZACKS· 2025-04-16 20:00
Broadcom (AVGO) introduced Incident Prediction, which extends the security feature of Adaptive Protection, a unique capability of Symantec Endpoint Security Complete (SES-C), on Tuesday. The AI-powered protection helps in predicting and disrupting living-off-the-land attacks and other cyberthreats. SES-C is an integrated endpoint security platform that delivers cloud-based protection with AI-guided security management, all on a single agent/console architecture.Incident Prediction leverages a deep learning ...
Broadcom Awards ePlus Growth Partner of the Year for VMware
Prnewswire· 2025-04-01 12:30
Core Insights - ePlus inc. has been named the 2024 VMware Fastest Growth Partner (Americas) by Broadcom, recognizing its significant year-over-year growth in subscription bookings [1][2]. Company Achievements - ePlus has demonstrated its capability in leveraging advisory services, such as licensing assessments and VMware Optimization Assessments, to assist VMware customers in adapting to changes and understanding the value of new subscription models [2][3]. - The company has been acknowledged for its technical expertise and extensive experience with VMware solutions, contributing to its recognition as a Broadcom Premier Solution Provider [2][3]. Collaborative Efforts - In partnership with Broadcom, ePlus aids customers in building, securing, and managing cloud technology infrastructures, which modernizes operations and fosters innovation [3][4]. - ePlus' consulting approach and technical engineering expertise enable organizations to effectively apply technology for improved business outcomes [3][4]. Leadership Statements - Darren Raiguel, COO of ePlus, expressed pride in the achievement, highlighting the company's role in helping customers assess their environments and needs accurately [4]. - The recognition from Broadcom emphasizes the importance of innovation, market execution, and technical expertise in delivering superior customer outcomes [4]. Company Overview - ePlus is a customer-first, services-led industry leader providing transformative technology solutions across various sectors, including artificial intelligence, security, cloud and data center, networking, and collaboration [5]. - With over 2,200 employees and a presence in multiple regions, ePlus has developed specialized expertise over more than three decades [5].
博通CEO,最新看法
半导体行业观察· 2025-03-12 01:17
Core Viewpoint - Broadcom reported record sales of $14.9 billion for Q1 2025, driven by strong AI sales and cloud customer investments, with CEO Hock Tan highlighting the company's focus on AI solutions and VMware developments [1][5][6]. Group 1: Financial Performance - Broadcom's Q1 2025 revenue reached $14.9 billion, exceeding Wall Street's expectation of $14.62 billion, representing a 25% year-over-year increase from approximately $12 billion in Q1 2024 [5]. - The net income for Q1 2025 surged 315% year-over-year, reaching $5.5 billion compared to $1.3 billion in the same quarter last year [6]. Group 2: AI Sales and Developments - AI sales for Broadcom amounted to $4.1 billion in Q1 2025, marking a 77% increase, driven by strong demand for networking solutions provided to large-scale enterprises [7]. - The company anticipates AI revenue to grow to $4.4 billion in Q2 2025, reflecting a 44% year-over-year increase [8]. Group 3: VMware and Cloud Solutions - Approximately 70% of Broadcom's top 10,000 customers have adopted VMware Cloud Foundation (VCF), which allows customers to create private cloud environments [3][12]. - The infrastructure software segment, including VMware, generated $6.7 billion in sales for the quarter, a 47% increase from $4.6 billion in Q1 2024 [10]. Group 4: R&D and Future Outlook - Broadcom is investing in next-generation AI accelerators, including the industry's first 3.5D packaged 2nm AI XPU, aiming for 10 quadrillion floating-point operations [7]. - The company is collaborating with three major cloud customers to develop custom AI chips, with expectations of a significant service market opportunity of $60 billion to $90 billion by FY 2027 [10].