Broadcom (AVGO) Stock: Q3 Earnings Preview and VMware AI Factory Launch
TLDR
- Broadcom unveiled VMware AI Factory at VMware Explore 2026, promising to cut bare metal deployment time from weeks to hours
- The platform supports over 150 open-source and commercial AI models and works with GPUs from Nvidia and AMD
- New AI agent governance tools were announced, including AgentMinder, VMware vDefend, and VMware Avi Load Balancer
- Broadcom says 56% of enterprises are already running or planning production AI on private cloud
- Q3 earnings are due Wednesday Sept. 2, with analysts expecting EPS of $3.24 on revenue of $29.43B
Broadcom dropped a wave of announcements at VMware Explore 2026 in Las Vegas on Monday, centering on private AI infrastructure and agent security.
The headline product is VMware AI Factory, the software-defined core of VMware Private AI Cloud. It is designed to let enterprises run AI workloads on their own infrastructure rather than relying on public cloud providers.
AVGO stock was down 0.08% on Monday as the news hit.
The pitch is speed and cost control. Broadcom says VMware AI Factory can take a server from bare metal to running its first AI model in hours rather than weeks. That is a meaningful reduction for enterprise IT teams managing large deployments.
โฆ Continue reading the full article at the original source below.
This content is automatically aggregated. Full credit goes to the original publisher (coincentral.com).
