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。

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks with huge upside potential to buy according to Reddit. On March 2, RBC ...

Broadcom has begun shipping what it calls the industry's first 2nm custom compute SoC platform for AI and high performance ...

Broadcom (AVGO) reported its Q1 earnings on March 4. The company’s report was strong, with revenue hitting 29% year-over-year ...

"我们坚信生成式AI和智能体AI的增长将创造对更多VMware需求，而非更少，"陈福阳在电话会议中说道。博通不再单独报告VMware收入，2026财年第一季度总收入达到193亿美元，较上一财年增长29%。

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

CISA adds VMware Aria Operations command injection flaw CVE-2026-22719 to KEV after reports of active exploitation; patches ...

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

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

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 Inc. (NASDAQ:AVGO) is one of the 15 best stocks to invest in according to billionaires. On February 26, Broadcom Inc ...