Broadcom

PITTSBURGH – November 03, 2026 -- Expedient has acquired phoenixNAP's U.S. managed VMware cloud business, moving its clients onto a Broadcom Pinnacle tier provider before VMware Cloud Service Provider contracts for non-renewing partners end in March 2027. Terms were not disclosed.

The deal covers phoenixNAP's managed VMware cloud services and its Veeam-based backup and disaster recovery as a service (DRaaS) business. Both serve U.S. clients from phoenixNAP facilities in Phoenix, Arizona, and Ashburn, Virginia.

Broadcom's VCSP consolidation sets the March 2027 deadline

Broadcom is consolidating its VMware Cloud Service Provider (VCSP) program. Contracts for providers that are not renewing, phoenixNAP among them, expire in March 2027. Their clients need a licensed, supported home for VMware workloads before that date.

San Francisco – October 31, 2026 -- Merchant-built server-class Ethernet NIC revenue rose 40% year-over-year in calendar Q2 2024, reaching an annualized run-rate close to $5 billion, according to Crehan Research. The figures cover adapters, controllers and LOMs.

SmartNICs grow over 50% while mainstream NICs gain over 30%

Foundational/Performance Ethernet NIC revenue increased more than 30% year-over-year. DPU/IPU Ethernet SmartNIC revenue grew more than 50%. Crehan attributes the growth largely to numerous concurrent Ethernet speed and technology upgrades.

Crehan Research President Seamus Crehan said the market now supports almost three times as many Ethernet speeds as a decade ago, when there were three.

Vancouver – October 29, 2026 -- Bank of America, Blackstone, Citi and Morgan Stanley announced a $63 billion financing structure to build AI compute capacity for Anthropic using Broadcom technology, with deliveries expected from calendar 2027.

A special purpose vehicle will buy Broadcom XPU AI accelerators and networking solutions and lease them to Anthropic. Broadcom will provide residual value support equal to the first lien portion of the financing. CEO Hock Tan said the deal validates that "there is capital available to finance such growth."

Meta books a $9.89 billion charge as Q3 revenue climbs 26% to $64.60 billion

Meta Platforms posted net income of $9.86 billion, up 264%, and diluted EPS of $3.83, up 265%. The quarter included a $9.89 billion charge tied to an agreement with 52 attorneys general on teen mental health and social media litigation. The agreement carries payments of up to approximately $18.59 billion.

San Jose – October 14, 2026 -- UfiSpace is demonstrating a live 102.4Tbps liquid-cooled switch with 64 x 1.6T OSFP ports at OCP Global Summit 2026, aiming to prove thermal feasibility for 1.6T AI fabrics as data centers move toward extreme power densities.

Liquid-cooled Tomahawk 6 platform runs with a cooling distribution unit

The S9331-64HO3L is a 2OU ORv3 platform built on the Broadcom Tomahawk 6 ASIC. It operates with a Cooling Distribution Unit (CDU) to deliver real-time cooling. UfiSpace describes it as a validation-ready, early-access architecture and a proof-of-concept for the thermal and mechanical designs needed for 2027/2028 AI clusters.

Atlanta – October 08, 2026 -- Sercomm Corporation (TWSE: 5388) is making its RDK Video Accelerator set-top box, built on the Broadcom BCM74116 chipset, available as reference hardware for application developers, the company said, deepening its collaboration with Broadcom and expanding the hardware options available to the RDK open-source community.

Device will also serve as a YouTube reference platform

The Sercomm 74116 platform is designed for application development, validation and testing on RDK, targeting next-generation video entertainment, interactive TV, cloud gaming and AI-enabled services. Beyond its role as an RDK reference device, the hardware will also function as a YouTube reference device.

London – October 08, 2026 -- The global data center virtualization market was valued at $29.75 billion in 2025 and is forecast to reach $60.90 billion by 2035, a 7.43% compound annual growth rate, according to a new study from DC Market Insights.

Licensing resets and core expansion drove 2025 value growth

Average server virtualization software spend rose from roughly $136 per core in 2023 to $162 per core in 2025, a price reset the report identifies as a major contributor to market expansion. The installed virtualized core base is projected to climb from about 92.0 million in 2025 to 155.75 million by 2035, while server virtualization software revenue alone grows from $14.90 billion to $28.45 billion over the period.

Delray Beach, Fla. – – September 28, 2026 -- The global micro-electro-mechanical system (MEMS) market is projected to grow from USD 19.06 billion in 2026 to USD 25.03 billion by 2032, expanding at a compound annual growth rate (CAGR) of 4.6%, according to MarketsandMarkets.

Microspeakers segment to post 18.4% CAGR through 2032

Among sensor types, microspeakers are expected to grow fastest at 18.4% CAGR between 2026 and 2032, outpacing broader market gains. Radio frequency actuators are forecast to grow approximately 6.3% over the same period, while the telecom vertical is set to expand at roughly 12.2% CAGR, driven by 5G infrastructure rollouts and advanced sensing deployments.