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Broadcom stock rises as VMware Cloud Foundation becomes AI-native

Published 26/08/2025, 15:46
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Investing.com -- Broadcom Inc (NASDAQ:AVGO) stock ticked up 1.3% Tuesday after the company announced that VMware Private AI Services will become a standard component of VMware Cloud Foundation 9.0, making the platform AI-native.

The company revealed that nine of the top 10 Fortune 500 companies have committed to VCF, with customers worldwide licensing more than 100 million cores. VCF 9.0 is now generally available, with VMware Private AI Services entitlement expected to be available in Broadcom’s first quarter of fiscal year 2026.

The AI services include GPU Monitoring, Model Store, Model Runtime, Agent Builder, Vector Database, and Data Indexing/Retrieval capabilities. Broadcom is also developing additional AI innovations, including Intelligent Assist for VCF, an AI-driven support assistant currently in technical preview.

To support enterprise AI infrastructure, Broadcom announced partnerships with NVIDIA (NASDAQ:NVDA) to support Blackwell accelerated computing and with AMD (NASDAQ:AMD) to support enterprise AI infrastructure using AMD ROCm Enterprise AI software and AMD Instinct MI350 Series GPUs.

"With VMware Cloud Foundation, infrastructure and cloud operators get the cost and operational benefits of virtualization for AI workloads without sacrificing performance," said Krish Prasad, senior vice president and general manager of VMware Cloud Foundation Division at Broadcom.

The company also introduced VMware Cloud Foundation Advanced Cyber Compliance, a new service designed to enhance security for private cloud environments in regulated industries, and announced the availability of VMware Tanzu Data Intelligence, a data lakehouse platform for analytics, applications, and AI development.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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