Hardware·
Samsung won more than $200 billion of Broadcom chip work through 2030
Samsung signed an MOU with Broadcom worth more than $200 billion through 2030 across memory, 2nm foundry and advanced packaging. Nvidia locked up SK Hynix the same day.
Company
Broadcom
RSS 5 articles
First covered Apr 16, 2026, latest Jul 25, 2026
AI·
OpenAI built its own AI chip with Broadcom. The target is Nvidia's inference margins.
Jalapeño is OpenAI's first custom inference processor, co-designed with Broadcom. Here's what a purpose-built inference ASIC actually buys you, and who else is doing it.
Open Source·
40,000 server workloads are leaving VMware. Tesco blames Broadcom's 'abusive' licensing.
Tesco is moving 40,000 workloads off VMware and suing Broadcom for £100M, the loudest signal yet in the post-acquisition exodus toward KVM, Proxmox, and OpenStack.
AI·
NSA is running Anthropic's Mythos. The Pentagon says Anthropic is a supply-chain risk.
Axios reports the NSA is using Anthropic's unreleased Mythos model even though the Defense Department has blacklisted Anthropic. One government, two positions.
Hardware·
Meta just committed 1 gigawatt of custom AI chips with Broadcom through 2029
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.