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Broadcom's Michael Jordan says “Harvest Now, Decrypt Later” isn’t a future threat. Governments and organizations with the resources to do so are already stockpiling encrypted data for the quantum era. @MattKimball_MIS talks with Jordan, who is a Distinguished Engineer for Cybersecurity @Broadcom, about what a real post-quantum migration timeline looks like, and why cryptographic discovery must begin before the deadline is clear. $AVGO
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Broadcom pointed frontier AI models at its own open-source code and saw vulnerability reports jump 2,000% before its own scan even started. At @VMwareExplore, Purnima Padmanabhan tells @PatrickMoorhead and @danielnewmanUV why that's driving @Broadcom's new TrueSource security brand. $AVGO
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Broadcom $AVGO CEO Hock Tan says the debate over slowing AI development doesn’t change his FY27/FY28 outlook “in the least.” - CNBC
BROADCOM: REMAINING PERFORMANCE OBLIGATIONS UNDER SEMICONDUCTOR SOLUTIONS & INFRASTRUCTURE SOFTWARE SEGMENT CONTRACTS AS OF AUG 2, ABOUT $179.2B
Broadcom CEO: Can lock in chip supply for 2027, in process of locking in 2028 supply - Goldman Sachs Conference $AVGO
Broadcom’s AI Chip Forecast Clouds Over Google Defection Fears Vik: OpenAI’s Jalapeno’s quick turnaround is actually testament to Broadcom’s ASIC design prowess, come to think of it. Austin: Second-sourcing and CoT are price negotiations; no one in the race to deploy inference compute is walking away from Broadcom.
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Broadcom sees AI chip revenue doubling. So why did investors send its shares lower? Find out on the Reuters Morning Bid podcast
Broadcom's partnership with Toppan was announced in March 2024.
BROADCOM: WEAKER GUIDANCE RAISES CONCERNS OVER THE PACE OF BROADCOM’S AI GROWTH AS CUSTOM-CHIP COMPETITION INTENSIFIES AND INVESTORS COMPARE ITS OUTLOOK WITH NVIDIA’S STRONGER FORECAST.