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Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI ...

Ottawa-based ThinkOn is a long-standing VMware partner program, a partnership that ThinkOn CEO Craig McLellan admitted has gone through some “ups and downs over the years” but has emerged with a ...

Broadcom remains a core portfolio holding, despite a recent 6% sell-off driven by a VMware security vulnerability. AI semiconductors now comprise half of AVGO's revenue, with 2027 AI revenue guided to ...

Shares of Broadcom (AVGO) fell about 5% on Friday after being in the red for three out of four trading days this week, amid reports that a vulnerability in VMware vCenter was being exploited. On ...

Broadcom Inc. today introduced new security, performance and automation capabilities for VMware Cloud Foundation that are intended to help enterprises defend private clouds against artificial ...

Right now, Alphabet is the only one buying a ton of custom AI chips, but all of that changes in 2027 when Broadcom's other major clients start to place orders. That's why Broadcom CEO Hock Tan has ...

BRUSSELS, Aug 3 (Reuters) - Broadcom (AVGO.O), opens new tab on Monday lost its bid to suspend a European Union antitrust request for U.S. legal documents protected ‌by U.S. legal professional ...

Broadcom has addresses five vulnerabilities in its VMware product range, three of which have been accorded a “critical” rating. The affected products are: VMware ESX, VMware vCenter, VMware ...

Broadcom has released security updates to fix five vulnerabilities in VMware vCenter, ESX, Workstation, and Fusion, including three critical flaws that allow attackers to bypass authentication, ...

Broadcom's AI semiconductor bookings topped $30 billion as management guided next-quarter AI revenue to $16 billion, over 200% year-over-year growth. Unlike NVDA's merchant GPUs, AVGO builds custom ...

Broadcom (AVGO) just landed a customer that most investors will never think about when they buy the stock. Broadcom is currently known for one thing: custom AI chips. Yet the deal that could matter ...