Welcome to our dedicated page for Broadcom news (Ticker: AVGO), a resource for investors and traders seeking the latest updates and insights on Broadcom stock.
Broadcom Inc. reports developments across semiconductor and infrastructure software businesses serving enterprise, cloud, broadband and AI infrastructure markets. Company news regularly covers custom silicon and networking technology for AI compute, Ethernet-based data-center connectivity, Wi-Fi and PON broadband chips, and infrastructure software products built around VMware Cloud Foundation, Tanzu, AppNeta and Arcot.
Recurring updates also include quarterly financial results and business outlooks, strategic customer and cloud collaborations, product releases for private cloud, observability and payment authentication, and governance changes within the Delaware corporation.
Blackstone (NYSE: BX), Broadcom and Apollo launched the AI XPV Platform, a strategic financing vehicle targeting more than 20 gigawatts of global AI compute capacity through 2028 using Broadcom XPUs and networking.
The Platform starts with a $35 billion tranche to fund Anthropic’s >1 gigawatt Fluidstack-based expansion from mid‑2026.
Broadcom (NASDAQ: AVGO) released its Private Cloud Outlook 2026, showing enterprise AI inference shifting toward private cloud. 56% of enterprises run or plan production AI inferencing on private cloud versus 41% on public cloud, down from 56%.
Cost has become the top public cloud concern at 31%, with 97% of IT leaders seeing waste and 52% estimating over 25% of budgets wasted. 83% are considering workload repatriation and 50% have already moved some workloads. Data sovereignty and residency requirements (54%) now outweigh jurisdiction-specific compliance (51%), and private cloud spend intent is growing at twice the rate of public cloud.
Broadcom (NASDAQ: AVGO) announced expanded security investments for the Spring and Java ecosystem, used by over half of Fortune 500 companies. Tanzu Spring adds day-zero CVE-only patches, AI-assisted vulnerability analysis, and a clean-room built, SLSA Level 3–validated Java software supply chain covering more than 100,000 dependency builds.
Broadcom (Nasdaq: AVGO) reported Q2 FY26 revenue of $22.2 billion, up 48% year over year, with GAAP net income of $9.3 billion and GAAP diluted EPS of $1.91. Non-GAAP net income was $12.1 billion and non-GAAP EPS $2.44.
Adjusted EBITDA reached $15.2 billion (69% of revenue). Free cash flow was $10.3 billion, 46% of revenue. AI semiconductor revenue was $10.8 billion, up 143% year over year. For Q3 FY26, Broadcom guides revenue of about $29.4 billion, up 84%, with non-GAAP operating margin of 67% and Adjusted EBITDA at 68% of revenue.
The board declared a quarterly dividend of $0.65 per share, payable June 30, 2026, to shareholders of record on June 22, 2026.
Broadcom (NASDAQ: AVGO) introduced a comprehensive Edge AI broadband and Wi‑Fi 8 portfolio designed for smart homes and enterprises. The lineup includes Wi‑Fi 8 client-to-access chips, dual-band SoCs, enterprise platforms, 10G PON gateways, mesh and Ethernet router SoCs, and a joint 5G FWA platform with Samsung.
According to Broadcom, the portfolio adds embedded NPUs and APUs to enable localized AI processing, sub-millisecond multi‑gigabit connectivity, and enhanced privacy and security. It also features the world’s first 50G ITU PON Gateway SoC with an embedded NPU, aimed at supporting next-generation connected AI applications.
Broadcom (NASDAQ: AVGO) and Samsung Electronics unveiled what they describe as the world’s first integrated 5G + Wi‑Fi 8 fixed wireless access (FWA) platform, combining Broadcom’s BCM6776 Wi‑Fi 8 SoC with Samsung’s B1320 5G modem.
The platform targets mass‑market FWA gateways, supports 3GPP Release 17, Wi‑Fi 8 (IEEE 802.11bn), and claims up to 3.43 Gbps 5G downlink, 1.17 Gbps uplink, and about 50% lower active power use versus prior generations. OEM integrations and global carrier trials are underway.
FuriosaAI announced a strategic partnership with Broadcom (NASDAQ: AVGO) to co-develop a third-generation AI inference accelerator and platform for hyperscale data centers and agentic AI.
The 2nm, HBM4/4E-based chiplet design builds on Furiosa’s RNGD 5nm inference chip, Broadcom’s Ethernet/PCIe technologies, and a flexible software stack, with sampling targeted for 1H 2028.
Broadcom (NASDAQ: AVGO) announced three integrated Wi‑Fi 8 SoCs — BCM6772, BCM6774 and BCM6776 — designed for next‑generation mesh systems and multi‑gigabit Ethernet routers. The single‑die design combines CPU, network processor, Wi‑Fi 8 radios and multi‑gigabit Ethernet PHY to cut size, power and BOM cost.
BCM6772 targets mass‑market routers and extenders, BCM6774 high‑volume performance routers, and BCM6776 premium tri‑band designs when paired with BCM6718. Broadcom is currently sampling the BCM677x family to early access partners including ASUS, NETGEAR, Sagemcom, Sercomm, TP‑Link and Vantiva.
Broadcom (NASDAQ: AVGO) and LSEG renewed their long-standing technology partnership with a new five-year agreement focused on VMware Cloud Foundation 9.
The deal expands LSEG’s use of VMware to power its private cloud, aiming to boost resilience, efficiency, security, and automation across critical market infrastructure.
Broadcom (NASDAQ: AVGO) announced VMware Cloud Foundation 9.1 on May 5, 2026, a private-cloud platform optimized for production AI with multi‑vendor GPU/CPU support, zero‑trust security, and operational automation.
Key metrics: up to 40% server cost reduction, 39% lower storage TCO, 46% lower Kubernetes ops costs, 4x faster cluster upgrades, and 2x fleet capacity.