Fetching from the wire…
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Infra2026-07-16 · source-backed
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 enterprise scale. Relevant to anyone whose AI infra roadmap quietly assumes a stable virtualization layer underneath.
Each link below shares sources, entities, or timing with this story.
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...
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...
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 virt...
More AI-generated code did not turn into proportionally more shipped product. That's the internal finding at the center of Reuters' August 26 special report, and it's the most useful number-free sentence I've read this month. Project OT, for Organization Transformation, was ha...
OpenAI cut GPT-5.6 Luna roughly 80%, from $1 to $0.20 per million input and $6 to $1.20 output. Anthropic priced Opus 5 at $5/$25 per million, half of Fable 5. The trigger is DeepSeek, Zhipu's GLM-5.2 and Moonshot's Kimi K3 landing 60-90% below US flagship pricing, with DoorDa...
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