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Infra2026-07-11 · source-backed
Allstate alleges Broadcom launched a software audit specifically because the insurer migrated off VMware and CA. Broadcom says Allstate is dodging legitimate audits. Either way, it's another flashpoint in the post-acquisition licensing crackdown pushing enterprises toward virtualization alternatives. If you're planning a VMware exit, document the migration carefully against an aggressive audit posture.
Each link below shares sources, entities, or timing with this story.
Designed with Broadcom, built by TSMC, going into manufacturing after a six-week test run found no major issues (Reuters). Iris supplements rather than replaces Meta's Nvidia/AMD GPUs and supports a buildout targeting 7GW by end-2026 and 14GW in 2027 against up to $145B in 202...
Per Anthropic, the expansion secures next-gen compute (TPUs and Broadcom accelerators) for training and serving, continuing the move to diversify off NVIDIA. Compute supply is the central constraint deciding which models you can access and at what price. Today's Fable pricing...
Ars Technica has the migration to StorMagic, with Sheetz explicitly blaming the uncertainty Broadcom created. This is a named, quantified defection rather than another anonymous survey complaint, which makes it the datapoint that proves the post-acquisition exodus is real at e...
Per Ars Technica, it's one of the largest concrete examples of enterprise flight from VMware after Broadcom's licensing overhaul. If your infra depends on a vendor that just got acquired, this is the cautionary tale. Perpetual licenses aren't perpetual when someone new owns th...
OpenAI posted first benchmark results for Jalapeño, its Broadcom co-developed inference ASIC, claiming 1.5x to 1.9x more throughput per kilowatt and 1.7x to 3.6x lower end-to-end latency than Nvidia GB200 and GB300 rack systems, measured on the SemiAnalysis InferenceX suite. T...
TechCrunch covered his Invest Like the Best appearance where he said the industry "may have to pace the rate of AI development to give ourselves enough time for society to harden around some of these new capability levels." He previously opposed pause initiatives; reporting ti...
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