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European cloud watchdog rates Broadcom 'critical' over VMware licensing

The independent European watchdog flagged actions it says harm cloud competition and urged the European Commission to resist Broadcom's procedural tactics in the ongoing antitrust investigation into the VMware acquisition.

Findings11

  • European cloud watchdog rates Broadcom 'critical' over VMware licensing

    The European Cloud Competition Observatory published a report sharply criticizing Broadcom's VMware licensing practices in Europe, citing abrupt partner program changes, restrictive BYOL terms, alleged lock-in risks and procedural obstruction of an EU antitrust probe.

    via TabTab1d agoSource

  • Samsung signs memorandum with Broadcom for up to $200bn cooperation

    Samsung Electronics said it signed an MOU with Broadcom covering up to $200 billion across memory chips, foundry services and advanced packaging, including collaboration on Broadcom's next-generation AI accelerator using Samsung's HBM and sub-2nm foundry capabilities.

    via TabTab1d agoSource

  • Broadcom launches 'TrueSource' open-source trust portfolio covering Spring, Java, Python and Node.js

    At VMware Explore 2026 Broadcom announced TrueSource, a commercial portfolio offering verifiably built open-source artifacts (Spring Enterprise, Trusted Artifacts across Java/Python/Node.js, Bitnami secure images and data-engine services) aimed at enterprises concerned about supply-chain security.

    via TabTab1d agoSource

  • OpenAI unveils 'Jalapeño' inference chip designed with Broadcom

    OpenAI announced a custom inference chip called Jalapeño that it designed together with Broadcom and has samples running in OpenAI labs. OpenAI plans deployment by year-end and said the chip targets efficient inference for large language models; Broadcom CEO commented on performance parity with current competitors and memory-supply impacts on margins.

    via TabTab1d agoSource

  • Broadcom reports blowout Q3 FY2026: revenue $29.6bn, AI sales surge

    Broadcom reported third-quarter fiscal 2026 revenue of $29.6 billion and EPS of $3.32, beating published analyst consensus. Management said AI-related sales rose sharply (article cites $16.7 billion, +221% y/y) and the company guided to roughly $34.8 billion for the next quarter, underpinning continued heavy exposure to hyperscaler AI demand.

    via TabTab1d agoSource

  • CEO Hock Tan reassures investors on Broadcom AI revenue outlook

    Broadcom CEO Hock Tan addressed concerns about a potential slowdown in AI model development, saying revenue forecasts for AI chips in fiscal 2027 and 2028 remain intact and emphasizing sustained demand for compute infrastructure. The comments were presented as reassurance amid market worries about AI-driven chip demand.

    via TabTab2d agoSource

  • Apple commits $30 billion to Broadcom for U.S. custom chip production

    NEXA News reports Apple has entered a multi-year, more-than-$30 billion agreement with Broadcom to design and produce custom wireless/ASIC chips in the U.S. through 2031. The deal reportedly includes production of about 15 billion chips and a $1.5 billion expansion of Broadcom’s Fort Collins, Colorado facility, and was disclosed in an SEC filing, which would be material for Broadcom’s manufacturing and revenue outlook.

    via TabTab2d agoSource

  • Federal Circuit revives Texas A&M licensee’s Wi‑Fi patent suit against Broadcom

    The U.S. Court of Appeals for the Federal Circuit ruled that Broadcom must face a patent lawsuit from TexasLDPC, the licensee of Texas A&M wifi patents, finding the lower court erred in concluding the licensee lacked standing. The appeals court said enforcement activity was within TexasLDPC’s contemplated business operations, sending the case back to district court.

    via TabTab2d agoSource

  • Broadcom shares fall ~4% amid semiconductor-sector weakness

    Broadcom’s stock dropped about 4.1–4.3% on Sept. 14, trading below major moving averages as part of broader semiconductors-sector weakness; reports tie the move to sector-wide profit-taking and elevated yields rather than company-specific news. The pullback follows recent investor reassessment of AI hardware valuations.

    via TabTab2d agoSource

  • Broadcom says Anthropic will become its largest XPU purchaser

    Broadcom told investors that sales to Anthropic are on track to surpass sales to Alphabet’s Google division, with Anthropic expected to ramp XPU purchases dramatically in 2027. The company highlighted expanding shipments of its Ironwood TPU family to Anthropic, signaling a material customer mix shift for Broadcom’s custom AI chip business.

    via TabTab2d agoSource

  • Broadcom unveils Jericho 4 router chip for distributed AI networks

    Broadcom introduced the Jericho 4 Ethernet fabric router, built on TSMC’s 3 nm process, designed to interconnect over one million processors across data centers up to 60 miles apart and including HBM buffering and line-rate MACsec. The product targets hyperscale AI deployments and complements Broadcom’s existing Tomahawk and Ultra chips for large-scale AI infrastructure.

    via TabTab3d agoSource

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