内存和固态存储的高价格让几乎所有厂商都感到担忧，但VMware却并不在意，因为其去年发布的Cloud Foundation 9（VCF 9）私有云套件中最具创新性的新功能是内存分层技术，该技术允许将数据从RAM卸载到NVMe驱动器。 VMware一直将VCF 9内存分层技术宣传为通过减少新服务器所需的RAM数量来降低基础设施成本的机会，同时通过升级旧设备中的NVMe驱动器来有效增加其内存容量。上周 ...

Broadcom’s Hock Tan on $100 billion chip revenue, XPUs, silicon, AI helping VMware sales, Nvidia LLMs competition, and Google ...

Broadcom posted robust quarterly earnings, backed by continued strong demand for its AI-focused semiconductor offerings that ...

Broadcom delivered a record-breaking quarter, with revenue of $19.31B, up 29.4% YoY, surpassing expectations. Click to read my earnings analysis of AVGO stock.

Broadcom has just dropped the latest update for VMware Workstation Pro – version 25H2u1, build 25219725, released on February 27, 2026. If you're running ...

We are confident that the growth in generative and agentic AI will create the need for more VMware, not less,” CEO Hock Tan ...

博通的AI相关网络业务也在蓬勃发展，收入同比增长60%。陈福阳表示公司将在明年推出第七代Tomahawk交换芯片，性能将是当前型号的两倍，直连铜互连也将实现同样的性能提升，这意味着客户不需要考虑转向光网络。

Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks ...

受AI芯片业务翻倍增长的强力引擎驱动，博通2026财年第一季度营收创下历史新高，并预计在2027年实现AI芯片收入突破1000亿美元的惊人里程碑。 随着全球生成式AI竞赛进入白热化，底层算力基础设施的头号玩家正在交出远超市场预期的答卷。博通在随后的2026财年第一季度财报电话会议上抛出了一个宏大的指引：“我们现在有信心在2027年实现仅芯片业务的AI收入超过1000亿美元。” ...