Compatible Network Architecture: AI pods and clusters require many high-speed, short-reach interconnects to share data amongst GPUs, aligning well with the strength of 200G multimode VCSELs.
“Broadcom’s Sian family of DSP PHYs is foundational to the low-power, high-bandwidth optical connectivity needed for AI/ML clusters,” said Vijay Janapaty, Vice President and General Manager of the ...
Broadcom this week at OFC 2025 announced new additions to its 200G/lane DSP PHY portfolio for data center AI with the ...
Though Nvidia Corp. (NASDAQ: NVDA) may get the lion’s share of attention, companies like Broadcom Inc. (NASDAQ: AVGO) will also be playing a central role in supply. The San Jose-based company ...
Broadcom is an amalgamation of high-value chip and software businesses that on the whole are differentiated and moaty, in our view. Broadcom is a terrific aggregator of firms, big and small.
Broadcom (NASDAQ: AVGO) stock is losing ground today. The company's share price was down 5.8% as of 2:30 p.m. ET. Meanwhile, the S&P 500 index was down 2% at the same point in the day's trading ...
Broadcom is expected to report fiscal first-quarter results after the market closes Thursday. Analysts are widely bullish on the chipmaker's stock despite recent losses. Broadcom shares have lost ...
Broadcom's shares have dropped 22% since December due to high valuation and significant geopolitical risks, particularly from U.S.-China trade tensions. The company's heavy reliance on Apple and ...
Broadcom today pushed out patches for three VMware hypervisor-hijacking bugs, including one rated critical, that have already been found and exploited by criminals. The vulnerabilities, tracked as CVE ...
Broadcom warned customers today about three VMware zero-days, tagged as exploited in attacks and reported by the Microsoft Threat Intelligence Center. The vulnerabilities (CVE-2025-22224, CVE-2025 ...
Nvidia's GPUs are a top option in the AI computing space. Broadcom hopes to steal some of that market share with its custom AI accelerators. Nvidia's stock looks cheaper than Broadcom's.