Broadcom Unveils AI-Driven Incident Prediction to Combat Living-Off-The-Land Cyberattacks

Broadcom (NASDAQ: AVGO) announced the launch of Incident Prediction, a new AI-powered capability in Symantec Endpoint Security Complete (SES-C), designed to stop Living-Off-The-Land (LOTL) cyberattacks. Trained on over 500,000 real-world attack chains, the system predicts attackers’ next moves and automatically blocks them without disrupting normal business operations.

Incident Prediction aims to reduce the workload on security analysts, prevent ransomware and data exfiltration, and limit attack surfaces. It is available immediately at no additional cost to SES-C customers.

Broadcom will showcase this and other innovations at the RSAC 2025 Conference from April 28–May 1 in San Francisco.

Broadcom Inc. Announces $10 Billion Share Repurchase Authorization

Broadcom Inc. has approved a new share repurchase program allowing the company to buy back up to $10 billion of its common stock through December 31, 2025. The announcement reflects the Board’s confidence in the company’s strong cash flow and leadership in semiconductor and infrastructure software. CEO Hock Tan highlighted Broadcom’s strategic role in enabling generative AI across hyperscale platforms, while CFO Kirsten Spears emphasized the move as a way to deliver value to shareholders. Repurchases may occur via open market or private transactions and can be adjusted based on business conditions.

Broadcom Expands Optical Connectivity Solutions for AI Infrastructure at OFC 2025

Broadcom has announced a significant expansion of its optical interconnect portfolio aimed at advancing AI infrastructure, unveiled at the 2025 Optical Fiber Communications Conference (OFC). The company showcased innovations including co-packaged optics, 200G/lane DSP and SerDes, PCIe Gen6 over optics, and 400G EML, emphasizing its commitment to enable future 200-terabit optical interconnects.

The technologies aim to meet increasing demands for high bandwidth, low latency, and energy efficiency in AI data centers. Among the highlights are the industry’s first 6.4-Tbps optics for AI accelerators (XPU-CPO), a 3nm 200G/lane DSP (Sian3), PCIe Gen6 optical connectivity, and a new 800G AEC solution for extending cable reach beyond seven meters.

Broadcom is collaborating with over 15 partners to demonstrate the practical deployment of these solutions across the show floor. The company is also contributing to key panel discussions and presentations on optical interconnect trends, co-packaged optics manufacturing, and cost-optimized AI cluster scaling.

This development marks Broadcom’s continued leadership in enabling scalable, power-efficient AI infrastructure through advanced optical connectivity solutions.

Broadcom and Audi Collaborate to Launch IT-Based Factory Automation Using VMware Cloud

On March 27, 2025, Broadcom announced its collaboration with Audi to power the automaker's next-generation Edge Cloud 4 Production (EC4P) initiative using VMware Cloud Foundation. The system, now live at Audi’s Boellinger Hoefe plant in Germany, replaces traditional industrial PCs with a virtual infrastructure that reduces hardware needs and streamlines operations.

The EC4P platform enables centralized management of factory IT systems, including virtual worker stations and virtual programmable logic controllers (vPLCs). This shift allows faster software updates, increased agility, and enhanced security, while lowering energy use and reducing environmental impact.

Audi plans to expand EC4P across its global production facilities, with future use cases including AI-driven analytics and computer vision. The initiative marks a major step in Audi’s goal to unify IT and operational technologies for efficient, scalable, and sustainable manufacturing.

Broadcom Enhances Private Cloud Security with Advanced VMware vDefend Features

On March 26, 2025, Broadcom introduced major updates to VMware vDefend, its security platform for VMware Cloud Foundation (VCF), aimed at simplifying and accelerating private cloud lateral security. The enhancements include real-time security assessments, micro-segmentation as code, and expanded protection capabilities for air-gapped environments.

Key updates include a Security Segmentation Assessment Report that provides visibility into application interactions and potential risks, along with actionable policy recommendations for a zero trust security posture. Broadcom also upgraded its Security Services Platform (SSP) to streamline deployment and lifecycle management while supporting large-scale VCF deployments.

The vDefend Distributed Firewall now enables micro-segmentation as code, allowing organizations to embed security policies directly into application deployment workflows. Additionally, the Network Detection and Response feature now supports closed-network environments, ensuring comprehensive threat protection in highly secure settings.

Independent validation underscores vDefend’s value. It received an AAA rating from SE Labs for threat prevention and, according to a Forrester Consulting study, delivered a 116% ROI while reducing cyber breach risk by 40% and security operations costs by 25%.

vDefend is currently available as an Advanced Service for VMware Cloud Foundation.

Broadcom Expands 200G DSP Portfolio for AI Infrastructure with New Low-Power Optical Solutions

Broadcom Inc. (NASDAQ: AVGO) introduced two new additions to its 200G/lane DSP PHY portfolio—Sian3 and Sian2M—tailored to meet the performance and power demands of next-generation AI and machine learning clusters.

Sian3 is a 3nm DSP PHY optimized for single-mode fiber (SMF) applications, delivering the industry's lowest power consumption for 800G and 1.6T optical transceivers. It offers over 20% power savings compared to its predecessor and supports both EML and silicon photonics (SiP) modules.

Sian2M is the industry's first 200G/lane DSP with integrated VCSEL drivers for short-reach multi-mode fiber (MMF) links. Built on Broadcom’s established VCSEL technology, it offers a highly efficient solution for short-distance connectivity within AI clusters.

Together with its portfolio of 200G EML, CWL lasers, and VCSELs, Broadcom’s new DSPs enable rapid deployment of low-power, high-bandwidth optical interconnects across AI networks. Early access samples of Sian3 and Sian2M are now available, with production ramp for Sian3 expected in Q3 2025.

Broadcom emphasized that these solutions are instrumental in reducing the power barriers limiting AI cluster scalability while meeting the growing bandwidth demands of emerging 102T switch systems and 1.6T optical transceivers.

Broadcom announced that VMware Explore 2025, a major cloud event for IT professionals, will take place in Las Vegas from August 25 at The Venetian Convention and Expo Center. This year, the event will expand globally with VMware Explore on Tour, bringing key insights to Frankfurt, London, Mumbai, Paris, Sydney, and Tokyo in the fall.

The Las Vegas event will feature technical sessions, deep dives, expert roundtables, and hands-on labs. Attendees will gain insights into cloud infrastructure, private AI, security, and networking. A new tiered registration system will allow participants to choose from Full Event, Essentials, or Meetings+ passes.

The global tour will bring a curated selection of sessions, networking opportunities, and hands-on labs to additional regions, with a focus on connecting IT practitioners, VMware partners, and industry experts. Registration for the Las Vegas event opens on April 29.

Broadcom emphasizes that VMware Explore aims to provide IT professionals with the tools and knowledge needed to navigate an evolving IT landscape. More details are available on the VMware Explore website.

Broadcom Reports Record Q1 FY2025 Results and Announces Quarterly Dividend
Palo Alto, Calif., March 6, 2025 – Broadcom Inc. (Nasdaq: AVGO), a leading provider of semiconductor and infrastructure software solutions, announced record-breaking financial results for the first quarter of fiscal year 2025, which ended February 2, 2025. The company also provided Q2 guidance and declared a quarterly dividend.

Q1 FY2025 Financial Highlights (YoY Growth)
Revenue: $14.92 billion, up 25% from Q1 FY2024.
GAAP Net Income: $5.50 billion.
Non-GAAP Net Income: $7.82 billion.
Adjusted EBITDA: $10.08 billion, or 68% of revenue, up 41%.
GAAP Diluted EPS: $1.14.
Non-GAAP Diluted EPS: $1.60.
Cash Flow from Operations: $6.11 billion.
Free Cash Flow: $6.01 billion, or 40% of revenue.
Quarterly Dividend: $0.59 per share.
AI and Infrastructure Software Drive Growth
AI Semiconductor Revenue: $4.1 billion, up 77% YoY.
Infrastructure Software Revenue: $6.7 billion, up 47% YoY.
"Broadcom’s record Q1 performance was fueled by strong demand for AI semiconductor solutions and infrastructure software," said Hock Tan, President and CEO. "We anticipate continued AI strength in Q2, with AI semiconductor revenue reaching $4.4 billion as hyperscale partners invest in AI XPUs and connectivity solutions."

Q2 FY2025 Guidance
Revenue: Approximately $14.9 billion, up 19% YoY.
Adjusted EBITDA: Approximately 66% of projected revenue.
"Our strong financial performance reflects growing demand across our AI and infrastructure segments," said Kirsten Spears, CFO. "Free cash flow grew 28% YoY, positioning us well for continued investment and shareholder returns."

Broadcom has launched VeloSky, a new converged networking solution that integrates fiber, cellular, and satellite connectivity into a single platform. Designed for Communications Service Providers, VeloSky enhances network efficiency by enabling AI-optimized performance, seamless availability, and integrated security. Built on Broadcom’s VeloRAIN architecture, it improves traffic prioritization, bandwidth management, and security while simplifying operations.

VeloSky allows service providers to offer high-performance, scalable solutions by dynamically allocating bandwidth and optimizing network slicing for critical applications. It includes advanced security features such as intrusion detection, URL filtering, and application-aware firewall protection. The solution also supports zero-touch provisioning and a unified console for monitoring and troubleshooting across different network types.

By eliminating the need for separate hardware for different connections, VeloSky streamlines operations and reduces costs for service providers. Companies like MetTel and Vodafone Business see its potential to enhance enterprise connectivity, particularly for AI-driven applications and private networks.

VeloSky is available immediately, positioning Broadcom as a leader in network convergence by offering service providers an integrated and future-ready connectivity solution.

The emergence of DeepSeek, a Chinese AI model demonstrating greater efficiency than prevailing technologies, raises concerns about potential overcapacity in AI infrastructure investment. DeepSeek's ability to deliver competitive results with fewer and less advanced semiconductors challenges the necessity of the massive quarterly investments in AI infrastructure, which exceed $50 billion. This shift could lead to more sustainable investment patterns, moderating revenue growth for AI chip makers while accelerating AI adoption through cost-efficient alternatives. However, geopolitical concerns and security issues may limit DeepSeek's adoption in Western markets, maintaining the dominance of existing AI chip leaders.

Source: Fitch Ratings

Incredible impact of DeepSeek on AI stocks today: A Chinese startup demonstrated to billion-dollar AI companies that algorithms hold far greater significance than the chips powering them. AI giants such as Nvidia, Broadcom (AVGO), and TSMC (TSM) have seen their stocks plunge by more than 15%. This marks a truly disruptive event for the AI sector