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Chronicles

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Sources: the Broadcom-VMware deal happened within two weeks; Broadcom CEO had switched his focus to software amid regulatory headwinds for semiconductor deals

Hock Tan and Michael Dell agreed industry-defining deal, codenamed ‘Project Atlas,’ within two weeks

Financial Times

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Discussion

  • @ctoadvisor Keith Townsend on x
    Let's debunk this System on a Chip (SoC) idea with @VMware and @Broadcom. Everyone points to @Apple M1 as the roadmap. If it's the roadmap, how do you squeeze more than a decade of work into the few quarters the Street will give VMware and AVGO for DPU?
  • @marius Marius Eriksen on x
    It's interesting: as someone deeply (and I mean deeply) involved in the world of computing infrastructure, I never actually run into VMware products. Is it exclusively in “enterprise”? https://twitter.com/...