… Marvell’s datacenter business is also taking the lead in terms of revenues, and that is why the company is shifting away from detailed divisional reporting of its financials to two major groups: Datacenter is one, and Communications & Other is the other. …
… A survey of 300 enterprise IT executives last year by cloud financial management company CloudBolt Software revealed a range of concerns VMware users had about the acquisition from uncertainly about Broadcom’s plans and a mandatory shift to subscription rather than perpetual licenses to anticipated… …
… Among the nine listed are agentic AI, financial services, healthcare, industrial, quantum , and telecommunications. …
… Because that is the new server CPU TAM that Su & Co laid down in the conference call with Wall Street analysts yesterday going over the company’s first quarter of 2026 financials. …
… Healthcare, financial services, and legal are among the sectors that are embracing generative AI as the models become more vertically oriented. …