作为企业软件的领头羊和竞争对手，VMware 和 Nutanix 表示，行业内的内存和 CPU 短缺问题并未对业务造成显著影响，因为两家公司已做出战略决策，以避免客户面临供需失衡的困境。

VMware and Nutanix leaders on memory and CPU shortage impacts on software business, VCF 9, Nutanix’s AMD partnership, public ...

Broadcom Inc. (NASDAQ:AVGO) Q1 2026 Earnings Call Transcript March 4, 2026 Broadcom Inc. beats earnings expectations. Reported EPS is $2.05, expectations were $2.03. Operator: Welcome to Broadcom Inc.

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 ...

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。

Broadcom will soon deploy multiple gigawatts worth of custom accelerators at Meta, OpenAI, and Anthropic, a feat it says shows AI companies and hyperscalers can’t successfully develop and deploy their ...

Exploitation of the command injection flaw in VMware Aria Operations could grant an attacker broad acess to victims' cloud ...

Broadcom gears up to report fiscal Q1 results, with AI chip demand and VMware driving revenue growth despite margin pressure ...

The big VMware Exit continues and will continue over the next few years. With the ongoing shifts in the virtualization market ...

Storage memory shortages and server hardware price increases are winning VMware customers via VMware Cloud Foundation memory tiering innovation.