Broadcom Inc. (AVGO) is collaborating with NVIDIA to bring the latest AI technology to VMware Cloud Foundation (VCF), allowing enterprises to deploy cutting-edge AI models in private cloud environments. The integration includes support for NVIDIA Blackwell GPUs and networking to enable massive AI training and inference. Baron Funds investor letter highlights Broadcom’s strong position in the semiconductor and software market, with significant revenue growth in AI products. Broadcom reported over $15 billion in total revenue, with AI revenue up 40% and software revenue up 25%, showing excellent profitability and growth potential in the AI market.

Read more at Yahoo Finance: Broadcom (AVGO) Works on Bringing Latest NVIDIA AI technology to VCF