
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
People are impatient for Intel to get fixed, and have been for many years. …
Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been highly publicized despite assertions by Broadcom and VMware executives that such reports are little than FUD – short for fear, uncertainty, and doubt. …
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
We all had been wondering what VMware would look like when it became part of Broadcom’s massive universe following the semiconductor giant’s $69 billion acquisition of the virtualization juggernaut. …
Current AI training and some AI inference clusters have two networks. …
Broadcom’s $69 billion acquisition of virtualization stalwart VMware was not an easy proposition. …
Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …
Things would go a whole lot better for server designs if we had a two year or better still a four year moratorium on adding faster compute engines to machines. …
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
Our choice of words in founding this publication nearly a decade ago were no accident. …
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