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Leo Miller

FORGOTTEN HISTORY: Broadcom s big vmware update a threat to public cloud giants - The Untold Story

Broadcom VMware Microsoft Scott Sinclair MarketBeat

Most of the hype around Broadcom (NASDAQ: AVGO) centers on its custom AI chips, which have generated rabid demand among several hyperscale customers. The company has positioned itself as both a complement and a competitor to chip giant NVIDIA (NASDAQ: NVDA).

However, investors cannot overlook the success of Broadcom's VMware acquisition and should consider its future potential.

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