From Nasdaq: 2025-06-28 07:44:00

Broadcom’s custom AI chips are in high demand, positioning the company as a competitor to NVIDIA. The success of Broadcom’s VMware acquisition has been a major factor in its rising stock price, with a 179% return since November 2023. The release of VMware Cloud Foundation 9.0 (VCF 9) could drive further growth in software sales.

VCF 9 is Broadcom’s next-generation private cloud platform, offering enhanced security and efficiency over previous offerings. Industry analysts praise VCF 9’s automation features, positioning Broadcom as a competitor to public cloud providers. However, existing customers may still leave due to Broadcom’s subscription model transition.

VCF 9 could attract customers from public cloud companies, solidifying Broadcom’s position as a leading private cloud provider. While it’s still early, the positive reception of VCF 9 suggests it will be a net positive for Broadcom. Future earnings calls will reveal if VCF 9 can help drive the stock higher.



Read more at Nasdaq: Broadcom’s Big VMware Update: A Threat to Public Cloud Giants?