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.
Broadcom (AVGO) shipped fixes for 89 newly identified vulnerabilities in TrueSource Spring Enterprise to critical infrastructure and other qualifying early-access customers. This brings vulnerabilities fixed across TrueSource offerings to 408 in 2026. Public vulnerability details will follow when fixes reach the community and CVE identifiers are issued.
TrueSource Spring Enterprise is now generally available with TrueSource Hub and build plugins. Hub tracks application exposure and patch status, while Application Advisor plugins generate update pull requests within Maven and Gradle workflows. Fixes are delivered simultaneously across supported versions, including legacy releases.
Citi (C) and its financial partners announced a $63 billion transaction to finance Broadcom-based AI compute capacity for Anthropic. Bank of America (BAC), Blackstone (BX) and Morgan Stanley (MS) are the other lead financial partners. The transaction forms part of Broadcom's (AVGO) previously announced compute capacity agreement, with deliveries expected to begin in calendar 2027.
A newly formed special purpose vehicle, a separate entity established for the transaction, will use committed financing to purchase Broadcom AI accelerators and networking solutions for lease to Anthropic. Bank of America, Citi and Morgan Stanley are arranging the first-lien financing, which has priority over second-lien financing. Blackstone is the sole provider of the committed second-lien portion. Broadcom is providing residual value support to the vehicle equivalent to the first-lien financing amount.
Broadcom (NASDAQ: AVGO) launched Arcot Scam Defense, a feature designed to identify social engineering fraud during payments made without a physical card.
Broadcom says the feature can flag suspected fraud even after a cardholder successfully completes an authentication challenge. It evaluates transaction data, device information, historical behavior and challenge interactions together rather than relying on a single indicator. Integration with third-party tools can also identify whether the authenticating device is on an active phone call.
Broadcom (NASDAQ: AVGO) announced a consolidated agreement continuing its relationship with FedEx to support the transportation company's digital infrastructure and application modernization. FedEx will continue using VMware Cloud Foundation, VMware Avi Load Balancer and VMware Tanzu Platform to maintain its technology estate. FedEx already uses VMware Cloud Foundation for its private cloud infrastructure.
Broadcom (NASDAQ: AVGO) signed a 10-year agreement with NTT DOCOMO to advance the private cloud supporting DOCOMO’s digital services. The agreement covers VMware software licenses, technical assistance and maintenance support, including VMware Cloud Foundation (VCF), the software platform at the core of DOCOMO’s private cloud.
The companies have collaborated on that infrastructure since 2019 and will now align their long-term technology roadmaps. Broadcom plans to support continuous system availability, security improvements and faster service delivery through the platform. The companies also plan to jointly advance AI-driven operations, which they expect to improve service quality and delivery speed.
Broadcom (AVGO) introduced VMware HyperArmor, a software solution designed to add protection to the VMware Cloud Foundation hypervisor component.
HyperArmor supports VMware ESX 8.x and later releases. Broadcom says its host-level virtual patching blocks attempted malicious actions without requiring host reboots or software upgrades. The software also blocks unauthorized executables and scripts and adds multi-factor authentication to ESX SSH logins, requiring a separate one-time password after standard credentials. It operates without agents inside guest virtual machines and complements VMware vDefend’s network-layer virtual patching.
Broadcom (AVGO) reported third quarter fiscal 2026 revenue of $29.6 billion, an 86% increase from the prior-year period, and declared a $0.65 per-share quarterly dividend.
GAAP operating income was $16.0 billion, up 171% year-over-year, with GAAP net income of $13.1 billion, up 216%. GAAP diluted EPS rose 215% to $2.68. On a non-GAAP basis, operating income increased 92% to $20.1 billion and net income rose 95% to $16.4 billion, with non-GAAP diluted EPS up 96% to $3.32.
Q3 cash from operations was $14.2 billion and free cash flow was $13.7 billion, 95% higher year-over-year and equal to 46% of revenue. AI semiconductor revenue reached $16.7 billion, up 221% year-over-year and 54% quarter-over-quarter. Semiconductor solutions revenue rose 127% to $20.8 billion, while infrastructure software revenue grew 29% to $8.8 billion.
For Q4 fiscal 2026, Broadcom guides revenue of approximately $34.8 billion, up 93% year-over-year, and expects to maintain a non-GAAP operating margin of about 66% of projected revenue.
Broadcom (NASDAQ: AVGO) introduced VMware Private AI Cloud at VMware Explore 2026 in Las Vegas, a private cloud platform designed to run AI inference workloads, agentic AI applications, and traditional enterprise workloads together where data resides. The offering is built on VMware Cloud Foundation (VCF) 9 and Broadcom’s VMware AI Factory.
VMware Private AI Cloud targets AI cost drivers via NVMe memory tiering, storage deduplication, heterogeneous GPU/CPU/accelerator support, and tokenomics monitoring. Security is aligned to NIST CSF 2.0 using VMware vDefend, TrueSource Trusted Artifacts, and Avi Load Balancer, while Tanzu Platform and the new AgentMinder solution focus on governing and securing autonomous AI agents.
Broadcom (NASDAQ: AVGO) introduced VMware AI Factory, the software-defined foundation of VMware Private AI Cloud, designed to simplify and accelerate moving AI from bare metal to production. According to Broadcom, VMware AI Factory automates AI-ready infrastructure deployment and Day 2 operations, aiming to cut time from server provisioning to first AI model from weeks to hours.
The platform integrates VMware Cloud Foundation with certified AI ReadyNodes from partners such as Cisco, Dell Technologies, Lenovo, Supermicro and others, supports more than 150 open source and commercial models, and offers private AI services for GPU pooling, multi-tenant model sharing, governance via an AI Gateway, and secure AI sandboxes. Broadcom also announced a partnership with MetalSoft for heterogeneous bare metal automation and a collaboration with AMD to pair VCF with AMD Instinct GPUs and the ROCm software ecosystem.
Broadcom (NASDAQ: AVGO) announced that leading AI models from Google, NVIDIA, NEC, Alibaba Cloud, and Z.ai have been tested and validated to run on VMware Cloud Foundation (VCF), enabling enterprises to deploy these models on-premises and offer “model as a service” from their private clouds.
According to Broadcom, VCF is an AI- and Kubernetes-native private cloud platform that can run AI inferencing, agentic applications, containers, and virtual machines together, with MLPerf Inference v5.1 benchmarks showing performance on par with bare metal. Newly validated models include Nemotron 3, Gemma 4, cotomi, Qwen 3.7-Max, and GLM 5.2, expanding VCF’s open ecosystem that already supports mixed compute across AMD, Intel, and NVIDIA and more than 150 open source models via vLLM.