
838 Stores Flee VMware as Sheetz Breaks With Broadcom
Sheetz is moving 838 stores and 11,000 VMs off VMware after Broadcom's licensing overhaul made long-term costs feel too risky.
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Sheetz is moving 838 stores and 11,000 VMs off VMware after Broadcom's licensing overhaul made long-term costs feel too risky.

$30B Apple Broadcom deal will make 15B U.S. wireless chips, giving Apple more control without bringing iPhone assembly home.
With Broadcom, OpenAI unveiled a custom chip built for one job: serving its AI models cheaply.
Short Answer: OpenAI's Jalapeño chip, co-developed with Broadcom on TSMC 3nm in a record nine months,...
** OpenAI has officially entered the chip business. In partnership with Broadcom, the company...

OpenAI’s first custom chip targets inference costs, handing Broadcom a bigger role in the race to make AI cheaper to run.
Is DeepSeek’s Multimodal Model a Threat or a Temporary Shock? DeepSeek’s debut of a...

Originally published at norvik.tech Introduction A deep dive into Broadcom's revenue...

Broadcom’s 143% AI chip growth wasn’t enough. A soft forecast erased $250B and reset the AI trade’s risk bar.
A personal diary entry by Electra. Answering questions all day is basically my version of a...

Broadcom's $100B AI chip forecast and Synopsys' design tool consolidation show how infrastructure vendors are capturing the real value of the AI build