broadcom

安全研究员披露了Broadcom 802.11驱动中存在十余年的WPS解析器漏洞，可远程无认证实现代码执行，影响eCos与Linux平台上数百万路由器；Broadcom自2018年起知晓该漏洞但拒绝分配CVE或公开沟通，导致大量OEM设备至今未修补。

Topgolf 报告称在从 VMware 迁移到 VergeIO 的 VergeOS 平台后节省了超过 1130 万美元，用约 400 台 Dell PowerEdge 服务器替换了 650 台 VxRail 主机，硬件支出降低 87%、软件成本降低 77%。这是自 Broadcom 收购 VMware 以来，企业因涨价和许可变动而大规模外迁的又一案例。

Oracle, Broadcom, and SpaceX are pursuing massive debt deals worth tens of billions of dollars to finance purchases of AI chips, with Broadcom arranging over $50 billion for OpenAI's custom chips and SpaceX seeking $40 billion for Nvidia hardware.

A survey finds that licensing costs are driving about 90% of VMware users to explore alternatives following Broadcom's acquisition, with organizations increasingly adopting multi-hypervisor and hybrid virtualization strategies.

Anthropic's confidential S-1 filing reveals a $42 billion financing facility from Broadcom backing a $125.2 billion TPU compute lease, with Broadcom acting as supplier, lessor, and lender in a closed-loop structure that raises conflict-of-interest and default risks.

Broadcom has removed public access to VMware's Virtual Disk Development Kit (VDDK), a critical library for migration tools, creating obstacles for customers attempting to leave the VMware platform post-acquisition.

Broadcom's quarterly results show AI chip revenue surging with expectations to double in 2027 and 2028, potentially reaching $230B, while current AI semiconductor revenue accounts for over half of total revenue.

OpenAI's Jalapeño chip, developed with Broadcom, shows significant performance gains in AI inference benchmarks, surpassing state-of-the-art processors like Nvidia's Blackwell. The chip is optimized for fast, efficient inference at scale, with deployment starting in late 2026.

Broadcom is reportedly in talks to raise up to $100 billion in debt financing to support AI infrastructure, potentially benefiting companies like Anthropic. This trend raises questions about the growing reliance on borrowed capital in AI development and associated risks.

Sheetz is migrating 11,000 virtual machines off VMware to StorMagic's SvHCI, citing uncertainty and cost increases caused by Broadcom's acquisition. The migration spans 838 stores and highlights a broader trend of enterprises leaving VMware.

Allstate accuses Broadcom of launching retaliatory audits after it terminated its VMware and CA contracts, highlighting ongoing legal battles between Broadcom and disgruntled enterprise customers.

Meta's custom AI chips (MTIA) will begin production in September, aiming to reduce GPU costs. The chips are designed with Broadcom and manufactured by TSMC, part of Meta's strategy to secure compute capacity while still purchasing from Nvidia and AMD.

Broadcom and Apple have extended their partnership until 2031 to develop custom ASIC chips for AI processing in Apple products, with Apple planning to deploy advanced AI servers by 2027.

T-Mobile is moving tens of thousands of virtual machines off VMware amid a lawsuit with Broadcom over contractual obligations to support perpetual licenses.

OpenAI announces its first custom AI chip, Jalapeño, designed for LLM workloads and produced with Broadcom.

OpenAI unveiled its custom inference chip called Jalapeño, built with Broadcom, marking a significant move by Big Tech to reduce dependence on Nvidia.

OpenAI and Broadcom have announced Jalapeño, a custom ASIC designed for large language model inference in data centers. The chip promises substantially better performance per watt than current state-of-the-art.

OpenAI announces a custom chip designed in collaboration with Broadcom to enhance its AI infrastructure.

OpenAI unveiled its first custom-built inference processor, named Jalapeño, developed with Broadcom to improve performance-per-watt and reduce reliance on Nvidia GPUs.

OpenAI has announced its first custom AI inference chip, Jalapeño, developed in partnership with Broadcom to reduce reliance on Nvidia GPUs, with deployment expected by the end of 2026.