Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.
Dear Reader,
Shocking secrets are being born right here...
What you’re looking at is the West Wing....
Where just a few weeks ago, I met with Trump and VP J.D. Vance.
My name is Buck Sexton.
I’m a former CIA officer…
And a national security expert. I’ve briefed presidents and built deep, personal ties to nearly every major player in the Trump White House.
High level contacts in my Rolodex include:
Director of National Security Tulsi Gabbard… Speaker Mike Johnson…FBI Director Kash Patel…Steve Bannon… and many more.
But I’m not here to talk about me.
Because what I just learned about what’s unfolding in the White House is truly stunning…
And you need to see it for yourself.
Once you see what’s unfolding behind the scenes, you’ll understand why I rushed this interview and opportunity to you today.
Sincerely,
Buck Sexton
Editor, Paradigm Press
Broadcom's VMware Push Takes Aim at Microsoft, Google, & Amazon
Written by Leo Miller. Published 10/6/2025.
Key Points
- Broadcom is renowned for its AI-chip segment, but its software business is no slouch.
- Broadcom's CEO says its latest VMware update gives enterprises an alternative to cloud computing giants.
- There are already rumblings of companies moving from public to private clouds, positioning Broadcom for upside that many are not considering.
When it comes to the semiconductor giant Broadcom (NASDAQ: AVGO), investors often focus on its custom artificial intelligence (AI) chips—and with good reason. AI remains the market's dominant theme and has been the primary driver behind Broadcom's soaring share price.
But Broadcom is more than a one-trick pony. Its infrastructure software segment, anchored by VMware, is thriving: revenues jumped 25% in fiscal Q2 and 17% in fiscal Q3. With VMware as its cornerstone, Broadcom aims to challenge leading cloud service providers (CSPs) like Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL) and Amazon.com (NASDAQ: AMZN). Below, we'll explain how Broadcom is positioning VMware as a credible alternative to public cloud giants—and why that could unlock further upside for AVGO shares.
How Broadcom Can Benefit From a Private Cloud Shift
Nvidia CEO Makes First Ever Tesla Announcement (Ad)
While headlines focus on Tesla's car sales, tech analyst Jeff Brown says the real story is Tesla's role in a $25 trillion AI revolution — one that Nvidia's CEO himself has called a "multi-trillion-dollar future industry" — and he's uncovered a little-known stock 168 times smaller than Nvidia that could be positioned to ride this breakthrough.
Click here now to see the full reportOver the past year, Microsoft, Alphabet and Amazon generated a combined $270 billion in cloud service revenue, mainly from public cloud offerings. In a public cloud model, thousands of companies run workloads on data center infrastructure owned by these CSPs. By contrast, a private cloud uses on-premises infrastructure that the customer owns and operates, while a hybrid cloud combines both models.
Via VMware, Broadcom is enhancing the appeal of private clouds and making them easier to deploy and manage. Given Broadcom's trailing-12-month revenue of roughly $60 billion, even capturing a modest slice of the vast cloud market could meaningfully accelerate its growth—and reward shareholders in the process. Here's how Broadcom intends to capitalize on this opportunity.
VCF 9.0: Broadcom's Key to Private Cloud Adoption
Broadcom's VMware software suite helps enterprises orchestrate private and hybrid cloud environments—and integrates smoothly with public CSPs. Its latest update, VCF 9.0, delivers a unified, streamlined experience for managing private clouds as if they were public services. On Broadcom's fiscal Q3 call, CEO Hock Tan said VCF 9.0 "provides the real alternative to public cloud," arguing that private clouds now offer superior security, cost control and governance.
Rising and unpredictable public cloud costs are a major pain point for enterprises. A CloudZero study of 1,000 professionals found most consider their cloud bills too high, and nearly 90% said a lack of cost visibility hinders their work. Hidden fees charged by CSPs only add to the challenge.
Shifting workloads back on-premises can restore cost control but often requires sizable upfront infrastructure investments. Still, the trend toward private cloud appears to be gaining momentum. According to a 2024 Barclays study, 83% of enterprise CIOs plan to move at least some workloads from public to private clouds—up from 43% in 2020. Meanwhile, 65% of companies building AI models prefer private or hybrid infrastructures. These shifts could fuel VMware's growth for years to come.
While AI Chips Grab the Spotlight, VMware Adds Upside
If enterprises continue migrating to private and hybrid clouds, Broadcom stands to gain significantly from VMware's capabilities. With so much attention on Broadcom's AI chip business, VMware's contribution remains underappreciated.
For investors seeking a long-term bullish case on AVGO, the private cloud opportunity underscores why Broadcom's software segment could deliver substantial, additional upside beyond its AI hardware leadership.
to bring you the latest market-moving news.
This email message is a paid sponsorship for Paradigm Press, a third-party advertiser of TickerReport and MarketBeat.
This ad is sent on behalf of Paradigm Press, LLC dba TickerReport, at 1001 Cathedral St., Baltimore, MD 21201. If you're not interested in this opportunity from Paradigm Press, LLC dba TickerReport, please click here to remove your email from these offers.
Contact Us | Unsubscribe
© 2006-2025 MarketBeat Media, LLC dba TickerReport.
345 North Reid Place, Sixth Floor, Sioux Falls, S.D. 57103. U.S.A..
Post a Comment
Post a Comment