#Broadcom's
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arstechnica.com
Most VMware users still "actively reducing their VMware footprint," survey finds
Broadcom's "strategy was never to keep every customer," CloudBolt report says.
arstechnica.com
February 17, 2026 at 6:39 PM
arstechnica.com
A long, costly road ahead for customers abandoning Broadcom’s VMware
“We loved VMware, and then when Broadcom bought ‘em , we hated ‘em.”…
arstechnica.com
January 27, 2025 at 6:38 PM
ferdinand.eurosky.social
📈Broadcom's stock is climbing thanks to positive guidance for the next quarter! 🚀 The company anticipates revenue of $14.9 billion, exceeding analysts' estimates. This reflects Broadcom's strong performance and growing confidence in its AI chip sales.

#Investing #StockMarket #Broadcom #TechNews
March 7, 2025 at 5:51 PM
koyfin.bsky.social
$AVGO Broadcom's valuation multiples are in the 100th percentile relative to it's 20Y history.

In other words, it's (optically) the most expensive it has been for two decades.
October 21, 2025 at 2:41 PM
arstechnica.com
The disagreement mirrors frustrations that VMware customers and partners around the world have expressed since Broadcom's acquisition.
Tesco moving 40,000 server workloads off VMware amid Broadcom's “abusive conduct”
Tesco claimed Broadcom hiked its VMware prices by about 175 percent in UK court filings.
arstechnica.com
June 18, 2026 at 7:02 PM
arstechnica.com
Disgruntled customers discuss quitting VMware
Ars Technica speaks with users and channel partners disgruntled by Broadcom’s changes.
arstechnica.com
October 31, 2024 at 11:03 AM
reuters.com
EU antitrust regulators erred in clearing Broadcom's VMware deal, cloud industry lobby says reut.rs/4q4SK5w
EU antitrust regulators erred in clearing Broadcom's VMware deal, cloud industry lobby says
EU antitrust regulators failed to analyse properly the risks of Broadcom's $69 billion acquisition of cloud computing firm VMware before clearing the deal, the Cloud Infrastructure Services Providers in Europe (CISPE) has told Europe's second-highest court.
reut.rs
December 11, 2025 at 7:01 PM
edzitron.com
How the hell is Anthropic paying for all of this? This company is just as bad as OpenAI!
“We received a $10 billion order to sell the latest TPU Ironwood racks to Anthropic,” said Tan, speaking on Broadcom’s fourth-quarter earnings call on Thursday. He also said Anthropic had placed an additional $11 billion order with Broadcom in the company’s latest quarter.
December 12, 2025 at 3:39 AM
arstechnica.com
Tesco moving 40,000 server workloads off VMware amid Broadcom's “abusive conduct”
Tesco claimed Broadcom hiked its VMware prices by about 175 percent in UK court filings.
arstechnica.com
June 17, 2026 at 7:43 PM
edzitron.com
this is the fourth time a company has said they'd either send openai billions or get openai to send them billions that's never actually come through - AMD's 6GW of data centers, SK Hynix/Samsung's 900k of DRAM wafers, NVIDIA's $100bn, and Broadcom's 10GW - none of them are real!
March 24, 2026 at 10:59 PM
justinhendrix.bsky.social
"US tech stocks slumped on Friday as a sharp decline in Broadcom’s shares following the chipmaker’s earnings reignited investors’ nervousness about high valuations in companies linked to the artificial intelligence boom."
US tech stocks slide as fears over AI boom flare up
Chipmaker Broadcom tumbles 11.4% after financial forecast disappoints Wall Street
www.ft.com
December 13, 2025 at 12:57 PM
edzitron.com
Tomorrow's Premium Newsletter: The Hater's Guide To Broadcom, the data-dense 10k word guide to a rat king of different acquisitions betting everything on OpenAI and Anthropic paying it $200bn+ in the next three years.
Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
Broadcom’s Future Is Near-Entirely Built On Selling AI Chips, With 23% to 52% Of Its Next Two Years Of Revenue Coming From Anthropic and OpenAI So, headline consensus numbers are easier to find than segment breakdowns, but analysts have the vast majority of Broadcom’s revenue in the next three years coming from AI, with a dramatic amount of that - somewhere between 23% and 52% - coming from Anthropic and OpenAI, with the variance based on the wildly different assumptions based on various different analysts. Yet this isn’t necessarily-inclusive of Google’s own TPU purchases - many of which will be rented directly to Anthropic - meaning that there’s likely tens of billions of TPUs sales by proxy that will be contingent on Anthropic’s interest in renting them. In any case, Broadcom’s business is estimated to almost-entirely flatten outside of AI semiconductors by Fiscal Year 2029. The reason I’m not getting too much deeper into estimates is that it’s hard to get a straight answer out of analysts about what they actually think is going on outside of Anthropic and Google. Some of them believe that Meta is going to be much bigger than OpenAI, while others believe OpenAI will be dropping tens of billions of dollars’ worth of purchases for Jalapeno and beyond in the next three years. But the one consistently-held belief is that the vast majority - somewhere between 35% and 64% - of Broadcom’s revenue in the next two years will come from both Google and Anthropic, with, as I’ve mentioned, Google’s interest in further TPU sales largely driven by Anthropic’s purchases of compute. This is the single-riskiest bet that Broadcom has ever made.
September 10, 2026 at 9:28 PM
arstechnica.com
Broadcom’s VMware says Siemens pirated “thousands” of copies of its software
VMware claims Siemens showed it a list of the VMware products it’s using unlicensed.
arstechnica.com
March 26, 2025 at 2:56 PM
carlquintanilla.bsky.social
".. The price of [Broadcom's] five-year credit default swaps, meanwhile, climbed 28 basis points [so far in August] — a larger amount than both Oracle Corp. and SpaceX."

@bloomberg.com #$AVGO
www.bloomberg.com/news/article...
Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops
Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.
www.bloomberg.com
August 24, 2026 at 6:51 PM
arstechnica.com
Broadcom’s prohibitive VMware prices create a learning “barrier,” IT pro says
Public schools ran to VMware during the pandemic. Now they’re running away.
arstechnica.com
September 23, 2025 at 3:53 PM
lawrencesystems.com
Broadcom’s VMware Takeover Just Hit a New Low.
www.youtube.com/watch?v=hBKo...
Broadcom’s VMware Takeover Just Hit a New Low..
https://lawrence.video/xcp-ngBroadcom has once again proven they are the undisputed masters of enshittification. In this video, we break down Broadcom’s late...
www.youtube.com
May 1, 2025 at 3:53 PM
theregister.com
EU cloud gang challenges Broadcom's $61B VMWare buy in court
EU cloud gang challenges Broadcom's $61B VMWare buy in court
CISPE cites recent channel changes, but the deal was decided on different matters +COMMENT  Trade group Cloud Infrastructure Services Providers in Europe (CISPE) has filed a formal appeal before the European General Court to seek annulment of the European Commission's decision to approve Broadcom’s acquisition of VMware.…
dlvr.it
July 24, 2025 at 9:21 AM
ljkawa.bsky.social
Hyperscalers’ capex outlooks are chip designers’ earnings outlooks:

Broadcom’s up >3% after-hours as Sundar Pichai turns Google’s capex dial up to $85 billion this year $AVGO sherwood.news/markets/goog...
Google’s new capex guidance is music to Broadcom’s ears
The chip designer is up 3% since the market closed....
sherwood.news
July 23, 2025 at 9:04 PM
ljkawa.bsky.social
and Broadcom’s hit a new all-time high sherwood.news/markets/broa...
June 3, 2025 at 3:46 PM
reuters.com
Europe's CISPE challenges Broadcom's $69 billion VMware deal in EU court reut.rs/451xoNl
Europe's CISPE challenges Broadcom's $69 billion VMware deal in EU court
European Union judges could review chipmaker Broadcom's $69 billion acquisition of cloud computing firm VMWare, after an antitrust complaint opposed the bloc's approval of one of the biggest takeovers in the technology industry.
reut.rs
July 24, 2025 at 5:10 PM
ljkawa.bsky.social
Broadcom’s Q1 guidance for $8.2 billion in AI business was <20%> above consensus. $AVGO
December 11, 2025 at 9:30 PM
ljkawa.bsky.social
Turns out no double counting here! www.cnbc.com/2025/10/13/b...
October 13, 2025 at 2:04 PM
loumannheim87.bsky.social
Broadcom's nxt yr PE fell by 25% over 3 days. 15% from the stock. 10% from estimates going higher.
December 17, 2025 at 12:01 AM
theregister.com
Broadcom's answer to VMware pricing outrage: You're using it wrong
Broadcom's answer to VMware pricing outrage: You're using it wrong
VCF bundle is worth it if you make the most of every part, says CTO Customers dismayed by Broadcom's move to selling costly bundles such as VMware Cloud Foundation (VCF) will realize its value if they'd just use more of the components, the company's CTO says.…
dlvr.it
June 20, 2025 at 1:04 PM
jomichell.bsky.social
Broadcom’s up.
January 11, 2025 at 12:28 AM