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Broadcom has won. 70 percent of large VMware customers bought its biggest bundleThe biggest of those bundles is VMWare Cloud Foundation (VCF) and on Broadcom’s earnings call CEO Hock Tan told investors “We are upselling customers to a full stack VCF … and as of the end of Q1, ...
Nvidia remains the leader in AI chips. Broadcom found a nice niche in the expanding custom AI chip market. Both stocks are ...
Micas Networks, a pioneer in open networking solutions, today announced the volume production and global availability of its 51.2T Co-Packaged Optics (CPO) switch system. Micas’ next-generation switch ...
Broadcom's growth rate may accelerate in the back half of eFY25 as higher volume XPU shipments come online. Check out the ...
It is a pity that server platforms and Ethernet and InfiniBand interconnects are ... A typical AI server with eight GPUs has four PCI-Express switches, and in the case of Broadcom Atlas 2 and 3 ...
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