Broadcom Inc Stock Price, News & Analysis

Broadcom (NASDAQ:AVGO) has launched the groundbreaking Tomahawk 6 switch series, achieving an industry-first 102.4 Terabits/sec switching capacity in a single chip - double the bandwidth of current Ethernet switches. The new switch features unprecedented AI-optimized capabilities, including Cognitive Routing 2.0, support for 100G/200G SerDes, and co-packaged optics (CPO). Designed for next-generation AI networks, Tomahawk 6 can handle AI clusters with over one million XPUs, offering both scale-up and scale-out networking capabilities. Key features include flexible connectivity options, advanced telemetry, dynamic congestion control, and support for various network topologies. The switch enables a unified network for AI training and inference, with multiple planned deployments supporting over 100,000 XPUs. Broadcom is also promoting open standards through the Scale Up Ethernet (SUE) Framework, making it part of a comprehensive end-to-end Ethernet AI platform.

Broadcom (NASDAQ: AVGO) has announced the general availability of significant updates to VMware Tanzu CloudHealth, introducing AI-powered features for enhanced cloud spend management. The platform now includes Intelligent Assist, a generative AI FinOps co-pilot that enables natural language interactions, and Smart Summary, a tool for understanding cloud cost changes. These improvements aim to make cloud financial management more accessible to both technical and non-technical users. The update follows CloudHealth's recognition as an industry leader by seven analyst firms in 2024. Arrow Electronics serves as the sole global provider of CloudHealth, offering sales, marketing, and technical support to organizations of all sizes. The enhanced platform addresses growing demands on FinOps teams who are increasingly required to manage broader aspects of cloud spending, as highlighted in the State of FinOps 2025 report.

Broadcom's Private Cloud Outlook 2025 report, based on a survey of 1,800 senior IT leaders, reveals a significant shift in cloud strategy preferences. 53% of respondents prioritize private cloud for new workloads over the next three years, while 69% are considering workload repatriation from public to private cloud. The study highlights three key drivers: security (92% trust private cloud for security/compliance), GenAI requirements (55% prefer private cloud for AI workloads), and cost management (90% value private cloud's financial predictability). Notable findings include 84% using private cloud for both traditional and cloud-native workloads, and 94% reporting public cloud spend waste. The report identifies siloed IT teams (33%) and skills gaps (30%) as main adoption challenges, with 81% of organizations now structuring around platform teams to address these issues.

Broadcom (NASDAQ: AVGO) has unveiled its third-generation co-packaged optics (CPO) technology featuring 200G per lane capability, marking a significant advancement in AI networking solutions. This announcement builds on Broadcom's successful CPO journey, which began in 2021 with the first-generation Tomahawk 4-Humboldt chipset and progressed to the second-generation Tomahawk 5-Bailly volume-production solution.

The company has demonstrated ecosystem readiness through key partnerships with Corning, Delta Electronics, Foxconn Interconnect Technology, Micas Networks, and Twinstar Technologies. These collaborations have resulted in significant improvements in OSAT processes, thermal designs, and overall manufacturing yield. The new 200G/lane CPO technology is specifically designed for next-generation high-radix scale-up and scale-out networks, crucial for enabling scale-up domains exceeding 512 nodes.

Corning (NYSE:GLW) has announced a strategic collaboration with Broadcom (NASDAQ:AVGO) to develop co-packaged optics (CPO) infrastructure for AI data centers. Corning will supply optical components for Broadcom's Bailly CPO system, the industry's first CPO-based 51.2 terabit per second ethernet switch.

The collaboration focuses on delivering improved optical interconnection density and power savings through Broadcom's system, which incorporates eight 6.4 TBps optical engines co-packaged with StrataXGS® Tomahawk®5 Ethernet switch chip. Corning will provide fiber harnesses including connectors, single mode and polarization maintaining fibers, and fiber array units (FAUs). The company has also launched the CPO FlexConnect™ Fiber, engineered for superior bend performance and enhanced system performance.

Broadcom Inc. (NASDAQ: AVGO), a global technology leader in semiconductor and infrastructure software solutions, has scheduled its second quarter fiscal year 2025 financial results announcement for Thursday, June 5, 2025, after market close. The company will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day to discuss the results and business outlook.

Investors can access the live conference call through Broadcom's website at investors.broadcom.com. An audio replay will be available for one year in the Investors section of the website.

Broadcom (NASDAQ:AVGO) has unveiled Incident Prediction, a groundbreaking AI-powered security capability within Symantec Endpoint Security Complete (SES-C). This innovation leverages AI to combat living-off-the-land (LOTL) attacks by predicting and disrupting cybercriminals' moves in the attack chain.

The technology is trained on over 500,000 real-world attack chains compiled by the Symantec Threat Hunter Team. It can predict an attacker's next 4-5 possible moves, automatically implement mitigation strategies, and restore normal operations without manual intervention from security analysts.

Key benefits include automated mitigation, reduced SOC analyst workload, minimal business disruption, and enhanced attack surface reduction. The feature is now available at no additional cost to current SES-C customers as part of the Adaptive Protection feature set.

Broadcom Inc. (Nasdaq: AVGO) has announced a new $10 billion share repurchase program authorized by its Board of Directors, extending through December 31, 2025. The program demonstrates the Board's confidence in Broadcom's strong cash flow generation and its position in mission-critical infrastructure software, particularly in enabling hyperscalers for generative AI innovation.

The company maintains flexibility in executing the buyback through various methods, including open market or privately negotiated purchases. The actual timing and volume of repurchases will be determined by factors including stock price, market conditions, regulatory requirements, and alternative investment opportunities. Broadcom retains the right to suspend or terminate the program at any time.

Broadcom (NASDAQ: AVGO) has announced an expansion of its optical interconnect solutions portfolio for AI infrastructure at OFC 2025. The company showcased innovative technologies targeting 200T optical interconnect solutions, including:

• XPU-CPO: First 6.4-Tbps optics attach for AI accelerators
• Sian3: 3nm 200G/lane DSP for 800G and 1.6T optical transceivers
• Sian2M: First 200G/lane DSP with integrated VCSEL drivers
• 400G EML technology for next-gen AI interconnects
• PCIe Gen6 over Optics for AI scale-up fabric

These advancements aim to address increasing AI workload demands through higher bandwidth, lower latency, and improved power efficiency in optical interconnects. Broadcom is collaborating with over 15 partners and presenting multiple technical sessions at the conference in San Francisco.