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Company: Broadcom

Some Thoughts on the AI Boom, Silicon, and the Year Behind & Ahead
December 19, 2023

Some Thoughts on the AI Boom, Silicon, and the Year Behind & Ahead

The Futurum Group’s Daniel Newman shares his thoughts on the AI boom, silicon, the end of 2023, and what is ahead in 2024....
How Broadcom's Bold Move Alters the VMware Landscape
December 15, 2023

How Broadcom’s Bold Move Alters the VMware Landscape

The Futurum Group’s Steven Dickens and Keith Townsend share their insights on Broadcom's significant price cut for VMware's hybrid cloud suite subscription, the end of perpetual licenses, and a new,...
Keith Townsend
 & 
Broadcom Q4 FY23 Earnings
December 13, 2023

Broadcom Q4 FY23 Earnings

The Six Five team discusses Broadcom Q4 FY23 Earnings....
Talking AI GPUs and Ransomware Detection - Infrastructure Matters, Episode 23
December 13, 2023

Talking AI GPUs and Ransomware Detection – Infrastructure Matters, Episode 23

Krista Macomber, Steven Dickens and Camberley Bates discuss the evolving infrastructure landscape, with AI-driven growth in networking and custom silicon. Consolidation and spin-offs are shaping the industry, with Broadcom and...
Camberley Bates
Krista Case
,  & 
Broadcom Revenue in Q4 Hits $9.3 Billion, Up 4% YoY, Beating Estimates
December 11, 2023

Broadcom Revenue in Q4 Hits $9.3 Billion, Up 4% YoY, Beating Estimates

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q4 hits $9.3 billion, up 4% YoY, beating estimates. Starting in 2024, Broadcom will...
 & 
Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta
December 11, 2023

Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss some special announcements, the Lattice Developers Conference, Marvell AI Day, Google Gemini AI 1.0 and...
VMware & Broadcom Together…Finally
December 5, 2023

VMware & Broadcom Together…Finally

The Six Five team discusses VMware & Broadcom Together…Finally....
Talking AWS, VMWare & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI
December 4, 2023

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from...
Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine
December 4, 2023

Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine

The Futurum Group’s Ron Westfall assesses why Broadcom’s new Trident 5-X12 chip, augmented by NetGNT innovation, fulfills growing customer demand for flexible chip portfolios, customizable per application, reducing ToR congestion...
VMware Acquisition Close: Q&A with Sanjay Uppal, VP & GM, Software-Defined Edge Division - Six Five Insider
November 22, 2023

VMware Acquisition Close: Q&A with Sanjay Uppal, VP & GM, Software-Defined Edge Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Sanjay Uppal for an inside look at how the now combined...
VMware Acquisition Close: Q&A with Purnima Padmanabhan, VP & GM, Tanzu Division - Six Five Insider
November 22, 2023

VMware Acquisition Close: Q&A with Purnima Padmanabhan, VP & GM, Tanzu Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Purnima Padmanabhan for an inside look at how Tanzu furthers VMware,...

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