Broadcom Inc. Partners with NVIDIA to Integrate Advanced AI Technology into VMware Cloud Foundation

Broadcom and NVIDIA announce collaboration to enhance VMware Cloud Foundation with advanced AI technologies and GPUs for enterprises.

Quiver AI Summary

Broadcom Inc. announced a partnership with NVIDIA to integrate advanced AI technology into VMware Cloud Foundation (VCF), enhancing the capabilities for enterprises and cloud service providers to develop and scale AI models in private cloud environments. This collaboration supports NVIDIA's latest Blackwell GPU architecture, including RTX PRO 6000 Server Edition GPUs, enabling efficient processing of generative and physical AI applications. Key features include high-speed networking with NVIDIA's ConnectX-7 NICs and BlueField-3 DPUs, while preserving VCF's established operational features such as vMotion and High Availability. The partnership aims to provide organizations with the flexibility to innovate in AI without sacrificing the reliability and manageability that VCF is known for, addressing the growing demands for accelerated computing infrastructure.

Potential Positives

Broadcom's collaboration with NVIDIA to integrate cutting-edge AI technology into VMware Cloud Foundation empowers enterprises to build, deploy, and scale advanced AI models within private cloud environments.
The support for NVIDIA's latest Blackwell GPUs and networking technology expands the capabilities of VMware Private AI Foundation, allowing for increased choice and operational efficiency in AI infrastructure.
This integration preserves core VCF capabilities, enabling seamless coexistence of AI/ML applications with existing enterprise applications, providing reliability and flexibility for mixed workloads.

Potential Negatives

Dependence on NVIDIA technology could present risks if future collaborations or product innovations do not meet customer expectations or if market conditions shift.
Integrating new technology may lead to operational complexities and potential disruptions for existing customers who are accustomed to current VMware Cloud Foundation workflows.
Failure to adequately address customer concerns during this transition could result in dissatisfaction and loss of trust in VMware Cloud Foundation's reliability.

FAQ

What is VMware Cloud Foundation (VCF)?

VMware Cloud Foundation (VCF) is an integrated software platform that helps deploy and manage private cloud infrastructures seamlessly.

How will NVIDIA technology enhance VCF?

NVIDIA technology will allow enterprises to build, deploy, and scale advanced AI models efficiently within their private cloud using VCF.

What are the benefits of NVIDIA Blackwell GPUs?

NVIDIA Blackwell GPUs offer unparalleled performance for AI training, inference, and high-performance computing, enhancing operational efficiency in VCF.

Can VCF customers run mixed workloads?

Yes, VCF allows customers to run AI/ML applications seamlessly alongside existing enterprise applications, maintaining operational workflows and reliability.

Where can I find more information about VMware Explore?

You can learn more about VMware Explore and its offerings at the official VMware website: https://www.vmware.com/explore.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$AVGO Congressional Stock Trading

Members of Congress have traded $AVGO stock 34 times in the past 6 months. Of those trades, 18 have been purchases and 16 have been sales.

Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:

REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $65,000 on 07/29, 07/18 and 0 sales.
SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/18.
REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/25 and 1 sale worth up to $15,000 on 03/19.
REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/11 and 1 sale worth up to $15,000 on 06/10.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/11, 04/08 and 0 sales.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 4 times. They made 1 purchase worth up to $15,000 on 06/11 and 3 sales worth up to $45,000 on 04/03, 03/31, 03/11.
REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 05/14.
REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 03/13 and 2 sales worth up to $300,000 on 05/12, 04/17.
REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 04/21, 03/20.
REPRESENTATIVE KELLY MORRISON has traded it 4 times. They made 4 purchases worth up to $95,000 on 04/11, 03/21 and 0 sales.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/11, 03/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$AVGO Insider Trading Activity

$AVGO insiders have traded $AVGO stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.

Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:

HENRY SAMUELI has made 0 purchases and 18 sales selling 1,137,874 shares for an estimated $246,314,400.
HOCK E TAN (President and CEO) has made 0 purchases and 3 sales selling 197,758 shares for an estimated $51,000,815.
MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 4 sales selling 155,000 shares for an estimated $36,108,800.
KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 2 sales selling 92,660 shares for an estimated $23,673,114.
CHARLIE B KAWWAS (President, Semi Solutions Grp) sold 10,000 shares for an estimated $2,528,810
JUSTINE PAGE has made 0 purchases and 5 sales selling 4,000 shares for an estimated $997,840.
GAYLA J DELLY sold 3,000 shares for an estimated $795,390

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$AVGO Hedge Fund Activity

We have seen 2,225 institutional investors add shares of $AVGO stock to their portfolio, and 1,753 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

GAMMA INVESTING LLC removed 17,161,157 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $4,730,472,927
FMR LLC added 15,242,268 shares (+15.0%) to their portfolio in Q2 2025, for an estimated $4,201,531,174
PRICE T ROWE ASSOCIATES INC /MD/ added 12,640,424 shares (+19.3%) to their portfolio in Q2 2025, for an estimated $3,484,332,875
CAPITAL INTERNATIONAL INVESTORS removed 12,484,722 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $3,441,413,619
JANE STREET GROUP, LLC removed 7,333,469 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $2,021,470,729
CAPITAL WORLD INVESTORS removed 6,799,578 shares (-4.4%) from their portfolio in Q2 2025, for an estimated $1,874,303,675
VANGUARD GROUP INC added 6,222,802 shares (+1.3%) to their portfolio in Q2 2025, for an estimated $1,715,315,371

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$AVGO Analyst Ratings

Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Goldman Sachs issued a "Buy" rating on 08/13/2025
Morgan Stanley issued a "Overweight" rating on 07/30/2025
Mizuho issued a "Outperform" rating on 07/03/2025
Citigroup issued a "Buy" rating on 06/09/2025
Barclays issued a "Overweight" rating on 06/09/2025
Susquehanna issued a "Positive" rating on 06/06/2025
B of A Securities issued a "Buy" rating on 06/06/2025

To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.

$AVGO Price Targets

Multiple analysts have issued price targets for $AVGO recently. We have seen 21 analysts offer price targets for $AVGO in the last 6 months, with a median target of $305.0.

Here are some recent targets:

Timothy Arcuri from UBS set a target price of $345.0 on 08/25/2025
Harsh Kumar from Piper Sandler set a target price of $315.0 on 08/22/2025
James Schneider from Goldman Sachs set a target price of $340.0 on 08/13/2025
Joseph Moore from Morgan Stanley set a target price of $338.0 on 07/30/2025
Vijay Rakesh from Mizuho set a target price of $320.0 on 07/16/2025
Rick Schafer from Oppenheimer set a target price of $305.0 on 07/15/2025
John Vinh from Keybanc set a target price of $330.0 on 07/08/2025

Full Release

LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025— Broadcom Inc. (NASDAQ: AVGO) announced today that the company is working to bring the latest NVIDIA AI technology to VMware Cloud Foundation (VCF). Through this collaboration with NVIDIA, enterprises and cloud service providers will be empowered to build, deploy, and scale next-generation AI models on cutting-edge AI servers within their modern private cloud environments, all while leveraging the trusted operational experience of VCF.

Generative, agentic and physical AI applications are fundamentally transforming data center architectures, demanding unprecedented infrastructure capabilities. This expanded integration builds on the longstanding Broadcom and NVIDIA collaboration, adding support for NVIDIA Blackwell GPUs — including NVIDIA RTX PRO 6000 Server Edition GPUs — and NVIDIA networking. These broad options for NVIDIA accelerated computing address the need for increased choice, flexibility, and operational efficiency for AI infrastructure, enabling VCF customers to harness the full potential of NVIDIA’s AI innovation. These enhancements will expand the capabilities of the companies’ jointly developed VMware Private AI Foundation with NVIDIA .

"Our customers want the freedom to innovate with AI while continuing to rely on the enterprise platforms they trust," said Paul Turner, vice president of products, VMware Cloud Foundation Division, Broadcom. "Our partnership with NVIDIA delivers exactly that – enabling organizations to build, deploy and scale AI workloads alongside their existing applications without compromising on performance, efficiency, availability or operational simplicity. It's about blending cutting-edge AI innovation with the enterprise-grade reliability and manageability for which VCF is known."

"The emergence of generative AI is driving the need for a new level of accelerated computing infrastructure," said Justin Boitano, vice president of Enterprise AI at NVIDIA. "With NVIDIA networking technology and Blackwell GPUs, enterprises can build and deploy powerful AI applications directly within their existing private cloud, using the full capabilities of the NVIDIA platform in combination with VMware Cloud Foundation."

Key integrations and benefits of this expanded integration include:

Integration of NVIDIA Blackwell Architecture GPUs: VCF will support NVIDIA’s latest GPU architecture, engineered for massive AI training, inference, and high-performance computing (HPC) at unprecedented scale. This includes specific support for:
- NVIDIA RTX PRO 6000 Server Edition GPUs : Ideal for enterprises seeking to efficiently co-host demanding VDI and AI workloads.
- NVIDIA Blackwell B200 GPUs: Expected to be supported in a future release of VCF, these GPUs provide unparalleled performance for large-scale AI and HPC applications.
High-Speed Networking with Enhanced DirectPath I/O: VCF will incorporate support for NVIDIA ConnectX-7 NICs and NVIDIA BlueField-3 400G DPUs with DirectPath I/O. This enables customers to leverage advanced capabilities like NVIDIA GPUDirect RDMA and NVIDIA GPUDirect Storage for high-speed, multi-node AI model training and data transfer, crucial for demanding Generative AI workloads .
Preservation of Core VCF Capabilities: A cornerstone of this integration is the ability for customers to deploy the latest NVIDIA innovations, including NVIDIA HGX servers , while retaining familiar VCF operational workflows and enterprise-grade virtualization features such as vMotion, High Availability (HA), Distributed Resource Scheduler (DRS), and Live Patching. This provides reliability and flexibility for mixed workloads, allowing AI/ML applications to run seamlessly alongside existing enterprise applications.

Additional Resources

Read all of the VMware Cloud Foundation blogs from Explore 2025
Learn more about VMware Cloud Foundation
Visit the VMware Private AI Foundation with NVIDIA webpage
Follow VMware Cloud Foundation social channels on LinkedIn , X, formerly known as Twitter and YouTube

About VMware Explore
VMware Explore is the definitive cloud event for IT practitioners seeking to unravel IT complexity, stay on top of AI-driven advancements, and spur professional growth. VMware Explore 2025 will welcome a vibrant community of IT experts with the in-depth technical content they want and the hands-on labs and certifications they need. Attendees will see firsthand how VMware solutions simplify private cloud, so they can shift from managing their clouds to reaping the benefits of a modern, future-proof solution. To learn more about VMware Explore, please visit: https://www.vmware.com/explore

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com

Broadcom, the pulse logo, and Connecting Everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners. The information in this news release is for informational purposes only and may not be incorporated into any contract. There is no commitment or obligation to deliver any items presented herein. VMware Cloud Foundation with VMware Private AI Services is purchased directly from Broadcom or authorized Broadcom Partners. NVIDIA AI Enterprise software, which is a requirement for vGPU and NVIDIA NIMs deployment, is purchased from NVIDIA directly.

Media Contact:
Roger T. Fortier
VCF Division, Broadcom
+1.408.348.1569
[email protected]