Chip side of the biz expects to take lion's share of hyperscalers' $60-90 billion XPU spend in 2027, helped by 3nm models coming next year

The Register

Broadcom turns VMware into a prolific money-making machine

Media Bias/Fact Check

How VMware is exceeding expectations with strong financial results according to Broadcom CEO Hock Tan.

Techzine Europe

Broadcom earns more from VMware than hoped for

Also predicts it will take lion's share of hyperscalers' $60-90 billion XPU spend in 2027, helped by 3nm XPUs coming next year Broadcom has told investors its integration of VMware is all but done, ahead of schedule, and that it has turned the virtualization giant into an even more prolific money machine than it hoped it would be possibke. . . .

technewstube.com

Broadcom says VMware is a better money-making machine than it hoped

The tech giant nearly tripled its infrastructure software revenues to $21.5 billion in the year since it acquired the virtualization solution provider.

ciodive.com

Broadcom nears total VMware integration as chip business booms

By Larry DignanBroadcom CEO Hock Tan said the integration of VMware is "largely complete" with revenue growth and operating margins hitting 70% exiting 2024. "We are well on the path to delivering incremental adjusted EBITDA at a level that significantly exceeds the $8.5 billion we communicated when we announced the deal," said Tan, speaking on Broadcom's fourth quarter earnings call. "This is much earlier than our initial target of three years.…

constellationr.com

Broadcom CEO Tan takes VMware victory lap: Will he go shopping again?

VMware integration largely complete. Future focus is AI silicon bonanza

Broadcom turns VMware into a prolific money-making machine

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