#broadcom

#broadcom

CEO Hock Tan disclosed $73 billion in AI-related backlog, including custom XPU accelerators, switches, and optical components. "We have never seen bookings of the nature that what we have seen over the past three months," Tan said on the Q4 2025 earnings call. The backlog includes orders from five hyperscale customers building custom AI chips, plus demand for Broadcom's 102 terabit per second Tomahawk 6 switch.

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) reported fourth-quarter earnings that exceeded analyst estimates, with full-year revenue exceeding $400 billion for the first time ever. However, the tech stock's guidance for 2026 capital expenditures, ranging from $175 billion to $185 billion - nearly double the $91.4 billion spent in 2025 - raised concerns about profitability amid intense AI infrastructure demands. This outlook triggered a volatile stock reaction, with shares dropping over 6% initially in after-hours trading, recovering to a 2% gain during the earnings call,

For customers, this potentially represents a massive supplier shake-up, with sources claiming that hundreds of CSPs across Europe are affected. The news may not come as a shock to Reg readers because the direction of travel was indicated when Broadcom shuttered VMware's reseller/solution provider schemes in early 2024 and moved to the invite-only Broadcom Advantage Partner Program. Broadcom has also started to license new bundles, including products previously sold as standalone, and altered support for perpetual license holders.

Wi-Fi 8 introduces a technology known as Seamless Multi-Link Device (SMD) to address this issue. Instead of first disconnecting from the existing connection and then establishing a new one, a device with SMD first connects to the next access point before releasing the old connection. According to Broadcom, this approach results in approximately 25 percent less packet loss and a similar reduction in latency.

Shares of Micron ( NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion and $19.1 billion for the second quarter. Analysts were looking for $4.78 per share on revenue of $14.3 billion.

Broadcom's $10 billion-plus agreement with OpenAI is a cornerstone of its AI strategy. Unlike the vendor-financing deals with Nvidia, Advanced Micro Devices ( ), or Oracle ( L) where equity stakes or investments grease the wheels, this is a cash-based supply contract. Broadcom will deliver 10 gigawatts of custom-designed AI accelerators - tailored for OpenAI's training and inference workloads - alongside Ethernet networking and full rack systems, starting in the second half of 2026 through 2029.

Broadcom has a clear strategy with VMware, and it's taking steps that VMware itself has refused to take in recent years. Simplifying the portfolio and integrating products as much as possible. Additionally, the necessary innovation is forthcoming. The bottom line is that VMware is continually improving, although not for everyone, and it's evident that some friction still remains from time to time. This year, we were once again guests at VMware Explore, no longer in Barcelona, as that edition no longer exists,

Broadcom has gained 122% in the past year, which illustrates its strong performance in the semiconductor industry. It has shown potential to rival major tech companies.

Critical security flaws in Broadcom chips utilized in over 100 Dell computer models could enable attackers to compromise millions of devices and obtain sensitive user information.