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Broadcom Accelerates AI Innovation in the Modern Private Cloud with NVIDIA

1. AVGO partners with NVIDIA to enhance VMware Cloud Foundation capabilities. 2. New support for NVIDIA Blackwell GPUs enables next-gen AI models. 3. Integration boosts operational efficiency for private cloud environments. 4. Generative AI demands advanced computing infrastructure for data centers. 5. Enterprise reliability maintained alongside cutting-edge AI innovation.

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Why Bullish?

The collaboration with NVIDIA enhances AVGO's market position and AI capability. This aligns with current tech trends driving data center innovations, historically benefiting tech stocks during AI booms.

How important is it?

The article highlights a significant partnership and product integration that can potentially drive revenue. The growing emphasis on AI technologies underscores the importance of this development for AVGO.

Why Long Term?

As AI infrastructure needs grow, AVGO's solutions will likely drive sustained demand. Historical patterns show that early investments in emerging technologies yield long-term gains.

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NVDAVMWMSFT
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 2025Learn more about VMware Cloud FoundationVisit the VMware Private AI Foundation with NVIDIA webpageFollow VMware Cloud Foundation social channels on LinkedIn, X, formerly known as Twitter and YouTube About VMware ExploreVMware 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 BroadcomBroadcom 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. FortierVCF Division, Broadcom+1.408.348.1569roger.fortier@broadcom.com

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