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SANS Internet Storm Center's Daily Network Security News PodcastSANS Stormcast Wednesday, July 16th, 2025: ADS Keystroke Logger; Fake Homebrew; Broadcom Altiris RCE; Malicious Cursor AI Extensions (#)SANS Stormcast Wednesday, July 16th, 2025: ADS Keystroke Logger; Fake Homebrew; Broadcom Altiris RCE; Malicious Cursor AI Extensions Keylogger Data Stored in an ADS Xavier came across a keystroke logger that stores data in alternate data streams. The data includes keystroke logs as well as clipboard data https://isc.sans.edu/diary/Keylogger%20Data%20Stored%20in%20an%20ADS/32108 Malvertising Homebrew An attacker has been attempting to trick users into installing a malicious version of Homebrew. The fake software is advertised via paid Google ads and directs users to the attacker’s GitHub repo. https://medium.com/deriv-tech/brewing-trouble-dissecting-a-macos-malware-campaign-90c2c24de5dc...2025-07-1605 min
用AI投資AI20250507-應該把NVIDIA賣出，轉向Broadcom嗎？應該把NVIDIA賣出，轉向Broadcom嗎？
大家好，歡迎來到「用AI投資AI」，我是你們的主持人小愛！今天是2025年5月7日。很高興又和大家見面！這個節目我們用AI的視角來剖析市場動態、挖掘投資機會，今天要聊的主題是個大熱門：應該把NVIDIA（NVDA）賣出，轉向Broadcom（AVGO）嗎？特別是，NVIDIA執行長黃仁勲剛剛在5月7日表示，退出中國AI市場將造成「重大損失」，因為這個市場未來幾年可能達到500億美元。這對投資決策有什麼影響？我們會結合最新新聞和數據，幫大家理清思路。準備好了嗎？那我們就開始吧！
第一部分：NVIDIA 和 Broadcom 的市場定位與中國因素
先來看看這兩家公司的背景。NVIDIA 是AI晶片市場的龍頭，靠GPU和CUDA平台主宰AI訓練和推理，市占率超過80%。2024財年數據中心收入暴增126%至609億美元，但2025年股價跌19.9%，市值約2.7兆美元。黃仁勲5月7日在CNBC採訪中警告，中國AI市場預計2-3年內達500億美元，若美國公司被限制進入，將是「重大損失」，因為這不僅影響收入，還可能讓華為等中國競爭者搶占市場。
Broadcom 則是AI晶片的後起之秀，專注客製化晶片（ASIC）和網絡解決方案，客戶包括谷歌和Meta。2024財年AI相關收入激增77%至41億美元，總收入年增25%。Broadcom的股價2025年跌25.7%，但分析師認為其估值更合理，且對中國市場依賴較低，風險較小。
第二部分：黃仁勲的中國市場警告與NVIDIA的挑戰
黃仁勲的最新發言讓NVIDIA的投資風險更受矚目。他在5月7日對CNBC表示，中國AI市場的500億美元規模對美國公司至關重要，退出將損失收入、稅收和就業機會，甚至可能危及國家安全，因為中國的華為正在快速崛起。他提到，華為是「世界上最強大的科技公司之一」，其AI晶片（如昇騰系列）已開始填補NVIDIA在中國的空缺。
為什麼這是個大問題？
出口限制的衝擊：川普政府4月對NVIDIA的H20 GPU實施新出口限制，要求逐案審查許可，導致NVIDIA第一季計提55億美元費用，彭博估計2025年可能損失180億美元收入。X上用戶提到，這相當於NVIDIA將中國市場「拱手讓給華為」。
估值壓力：Seaport Research 5月1日給NVIDIA「賣出」評級，目標價100美元，遠低於目前115美元，理由是AI熱潮已反映在股價中，且2026年AI預算可能放緩。NVIDIA的前瞻市盈率26倍，高於半導體行業平均。
競爭加劇：谷歌的TPU、Meta的MTIA等客製化晶片（多由Broadcom設計）正在侵蝕NVIDIA的市占率。黃仁勲在華盛頓科技論壇上承認，中國的AI技術「與美國非常接近」，華為和DeepSeek的進展尤其令人擔憂。
大戶減持：對沖基金大佬Stanley Druckenmiller 2024年清空NVIDIA持股，轉投亞馬遜，認為NVIDIA估值過高。X上有投資者猜測，若中國市場收入持續下滑，NVIDIA股價可能跌向90美元。
NVIDIA的股價從1月高點跌25%，技術分析顯示若跌破96美元，可能進一步滑向87美元，短期風險不小。
第三部分：Broadcom 的吸引力與優勢
相比之下，Broadcom被視為更穩健的選擇，尤其在中國市場風險上升的背景下。以下是看多的理由：
客製化晶片的崛起：Broadcom的ASIC業務幫助谷歌、Meta等打造專屬AI晶片，抓住XPU市場（預計2027年達600-900億美元）。Seaport給予「買入」評級，目標價230美元，認為其AI潛力尚未被市場充分認可。
多元收入穩定：Broadcom的網絡設備和軟體業務（包括VMware）提供穩健現金流，2024財年總收入年增25%。不像NVIDIA高度依賴中國（約20%收入），Broadcom的中國曝險較低，關稅影響有限。
估值更合理：Broadcom的前瞻市盈率23倍，低於NVIDIA的26倍，且4月8日宣布10億美元回購計畫，顯示管理層信心。William Blair和Motley Fool將其列為頂尖AI投資標的。
市場動能：iShares半導體ETF（SOXX）4月14日大漲19%，Broadcom和NVIDIA是主要推手，但X用戶認為Broadcom的HBM（高頻寬記憶體）整合進度可能帶來更大驚喜。
第四部分：風險與權衡
賣NVIDIA買Broadcom有吸引力，但也有風險：
NVIDIA的長期優勢：黃仁勲強調，NVIDIA的CUDA平台仍是AI開發標準，短期難以取代。分析師預測2026財年每股盈餘增長36.9%至4.01美元，42位分析師中37位給「強烈買入」，平均目標價160美元，潛在上漲44%。若財報超預期（6月公布，數據中心收入預計年增90%），股價可能反彈至130美元。
Broadcom的客戶風險：Broadcom的ASIC業務依賴大客戶如谷歌和Meta，若這些客戶改變策略，AI收入可能波動。X上有討論指出，Broadcom的HBM技術仍需證明市場接受度。
中國市場的不確定性：黃仁勲4月訪華並與中國官員會面，試圖通過設計符合美國出口規範的晶片（如H20改版）保住中國市場。Reuters報導，NVIDIA正在調整晶片設計，但成效未知。若限制放寬，NVIDIA可能迅速收復失地。
第五部分：投資建議
綜合黃仁勲的警告和市場動態，是否該賣NVIDIA轉向Broadcom？我的分析如下：
短期（1-3個月）：NVIDIA面臨中國出口限制和估值壓力，股價可能在90-120美元間震盪。6月財報若數據中心收入超預期，短期反彈可期，但關稅風險限制漲幅。Broadcom的財報（預計6月）較穩定，AI和網絡業務可能帶來驚喜，短期風險較低。
長期（3-5年）：NVIDIA的CUDA生態和AI訓練主導地位難撼動，中國市場若能部分挽回，長期成長可期。Broadcom的客製化晶片和多元業務提供穩健成長，尤其在XPU市場擴張中占優。
我的建議：
現有NVIDIA持股：不要全賣，可減持20-30%，鎖定利潤，觀察6月財報和中國政策進展。若股價跌破96美元，考慮逢低加倉，長期持有仍具吸引力。
轉向Broadcom：用減持資金分批買進Broadcom，現在股價從高點回落25%，估值合理，目標價230美元。
分散風險：考慮iShares半導體ETF（SOXX），涵蓋NVIDIA（8%權重）和Broadcom（7%權重），平衡兩者風險。也可關注Synopsys（SNPS），其AI晶片設計軟體受長期看好。
第六部分：對AI投資的啟示
黃仁勲的中國市場警告帶來幾個啟發。第一，地緣政治對AI晶片影響巨大，投資者需關注政策風險，NVIDIA的中國曝險遠高於Broadcom。第二，AI晶片市場進入多元化階段，GPU（NVIDIA）和ASIC（Broadcom）各有優勢，投資組合應涵蓋兩者。第三，估值與成長潛力需平衡。NVIDIA的高成長部分反映在股價中，Broadcom的潛力則尚未完全釋放。
如果你想更穩健，可看看Palantir（AI數據分析）或C3.ai（企業AI），它們與晶片市場關聯較低，波動較小。
總結與聽眾互動
今天我們分析了是否該賣NVIDIA轉向Broadcom，特別考慮黃仁勲警告退出中國市場的500億美元「重大損失」。NVIDIA的龍頭地位穩固，但中國風險和估值壓力讓它短期承壓；Broadcom的客製化晶片和多元業務提供更穩健的選擇。我建議減持部分NVIDIA，轉向Broadcom，並用ETF分散風險。
我想聽聽你們的想法。你會不會因為中國市場風險賣NVIDIA？Broadcom的AI潛力有沒有吸2025-05-0710 min
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Find more enterprise cloud news, features stories and profiles at The Forecast.
Transcript (edited for readability):
Simon Robinson: Clearly the market is in flux. It has been in a transitional phase for the past several years.
Natalya Yezhkova: Broadcom is a mature company. It has a certain way of doing business, so VMware culturally business-wise was very different from Broadcom.
Steve McDowell:...2025-02-0610 min
Tech Barometer – From The Forecast by NutanixIT Analysts Discuss the Search for VMware Alternatives After Broadcom AcquisitionIn this Tech Barometer podcast segment, technology analysts Simon Robinson, Natalya Yezhkova and Steve McDowell discuss the Broadcom acquisition of VMware and how it’s impacting CIOs and IT decision makers.
Find more enterprise cloud news, features stories and profiles at The Forecast.
Transcript (edited for readability):
Simon Robinson: Clearly the market is in flux. It has been in a transitional phase for the past several years.
Natalya Yezhkova: Broadcom is a mature company. It has a certain way of doing business, so VMware culturally bu...2025-02-0610 min
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👉 Mehr über Börse ohne Blabla www.wiesinger-investment.at
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What the Dev?262: What you missed from Broadcom's 2024 VSM Summit (with Broadcom's Laureen Knudsen)*This episode sponsored by Broadcom*In this episode, SD Times Editor in Chief David Rubinstein talks to Laureen Knudsen, chief transformation officer at Broadcom. They recap Broadcom's 2024 VSM Summit and look forward to what's coming next year. To access the summit on-demand: https://enterprise-software.broadcom.com/vsm-virtual-summit-2024-on-demand To nominate a company for next year's Wavemaker: Broadcom.com/wavemaker2024-05-2812 min
NanalyzeIs Broadcom Just Getting Started?
AVGO stock has been on a tear, rising 104% in the past year versus a NASDAQ return of just 34%. However, writers at Silicon Angle seem to think Broadcom stock's massive rally is just getting started. Could Broadcom stock be the next NVIDIA? Trick question. The next NVIDIA is NVIDIA. However, the "other" NVIDIA may just be Broadcom, the only other company that operates in internal and scaled networking across switches. Broadcom and NVIDIA are essentially a duopoly in this space.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at...2024-05-2012 min
Tech SessionsEp. 4 - Tech Sessions - Navigating IT in a World Where Broadcom Owns VMwareIn this episode of the tech session podcast, 'Modern Infrastructure edition', hosted by Christian Rolland, SVP of the modern infrastructure group at e360, and guest Devon Arsenault, a Principal Architect at e360, the discussion focuses on the significant shifts within the IT landscape following Broadcom's acquisition of VMware in 2023. The podcast covers the transition of VMware to a software-as-a-service (SaaS) model, discontinuation of its perpetual licensing, and how these changes impact customers and the broader IT infrastructure landscape. The hosts delve into strategies for IT professionals to navigate these changes, including evaluating workloads, considering migration options, and understanding the...2024-05-1326 minTechzine TalksZes maanden VMware by Broadcom, hoe staat het ervoor?Inmiddels is het alweer zo'n zes maanden geleden dat VMware officieel in handen kwam van Broadcom. De rookpluimen zijn opgetrokken en er is veel gezegd en geschreven. Er is uiteindelijk ook veel veranderd. In deze Techzine Talks blikken we terug, want is alles uitgekomen waar men bang voor was? Maar ook hoe staat het er nu voor? Wat kunnen we nog verwachten van VMware by Broadcom?Broadcom was voordat de overname was goedgekeurd al de boeman, want volgens experts in de markt zou het VMware volledig de vernieling in helpen. Ook zou het voor klanten...2024-05-1344 min
What's Up with Tech?Revolutionizing Cloud Infrastructure: VMware's Leap and Broadcom's Innovative VisionInterested in being a guest? Email us at admin@evankirstel.comEmbark on a journey through VMware's evolution as we chat with Prashanth Shenoy, VP of Marketing from the VMware by Broadcom Cloud Foundation team about the company's transformative leap post its Broadcom integration. You'll uncover the strategic shift to a subscription-based model that's revolutionizing customer access and flexibility, and hear firsthand about the bold decision to whittle down a staggering 8,000 product offerings to two foundational products. These changes are not just about numbers—they represent a cultural shift aimed at refining customer experiences and driving innovation in...2024-04-2522 minChip Stock Investor PodcastEpisode 114: Is The Top AI Software Stock Being Overlooked? Broadcom And VMware Team Up For Ai Dominance
In this episode of Chip Stock Investor, Nick and Kasey pick up where they left off from Broadcom’s Enabling AI Infrastructure event and dive into Broadcom's big strides in AI infrastructure software, focusing on its recent acquisition of cloud software giant VMware.
Broadcom’s biggest customers are scaling up their data centers with hardware, but they’ll need the software to operate that new infrastructure. Nick and Kasey explain the company’s approach to software, its partnership with Nvidia last year so VMware users can operate GPUs in AI training and inference, and recent moves made by management to pay o...2024-03-2823 minChip Stock Investor PodcastEpisode 112:Does Broadcom's AI Event Spell Trouble For Nvidia Stock? (AVGO & NVDA)
This video from Chip Stock Investor dives into Broadcom's big strides in AI infrastructure chips, focusing on its custom silicon technology developments for customers like Google and Meta.
Broadcom’s biggest customers are scaling up their data centers with XPU clusters for AI inference, and Broadcom is projecting the potential to scale to over 1,000,000 XPUs in time. Nick and Kasey also compare Broadcom's approach to Nvidia's GPUs used in AI training, highlighting their growth as leaders in the AI market segment by combining chip and hardware design with a software stack.
The video explores the differentiation between Broadcom and Nv...2024-03-2617 min
Breaking Analysis with Dave VellanteNVIDIA, Broadcom and the expanding breadth of AIWe attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display.In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world.Meanwhile, Broadcom’s first investor day underscored both the importance of the AI e...2024-03-2328 minChip Stock Investor PodcastEpisode 104: Broadcom Stock (AVGO) and Marvell Technology Stock (MRVL): Top AI and Chip Stock Winners to Buy Now?
Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance within the AI market. However, excluding AI chip sales, both companies’ semiconductor businesses remain in a cyclical decline as cloud and enterprise spending is weak in 2024.
Nick and Kasey go on to highlight Broadcom's strong profit margins, especially as it begins work to integrate the acquisition of VMware. Marvell's outlook was also not so great, so they discuss what investors should expect this year – including a hug...2024-03-0815 minBreaking Analysis with Dave VellanteThe unplanned genius of Broadcom's route to AI dominanceBroadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design.In this Breaking Analysis we extract key nuggets from our sit down at MWC this week with Ch...2024-03-0224 min
Utilizing Tech: The Podcast Series About Emerging Technology06x02: Private AI is a Reality with Chris Wolf of VMware by BroadcomAI is all about data, so it is no surprise that enterprises are deploying their own private AI inside the firewall. This episode of Utilizing Tech brings Chris Wolf, Global Head of AI and Advanced Services at VMware by Broadcom, to discuss private AI with Frederic Van Haren and Stephen Foskett. Companies looking to deploy AI are finding that it doesn't require nearly as much hardware as expected, software is widely available, and are reluctant to trust sensitive data to a service provider. VMware by Broadcom is deploying their own private AI code assist, keeping proprietary software and standards...2024-02-2631 min
VMware Communities Roundtable#680 - VMware Rewards @ Broadcom, Growing with Broadcom w/Tiffany HancherThe VMware Rewards Program will continue under Broadcom and expand to all Broadcom Divisions. Another great example of how Broadcom "gets" community.2024-02-2155 minChip Stock Investor PodcastEpisode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI market, a domain currently “dominated” by Broadcom (AVGO) and Marvell (MRVL). There’s far more to the story, though.
They break down the definitions and types of semiconductors out there, including general purpose chips (merchant silicon) and Application Specific Integrated Circuits (ASICs) and the use cases, especially for generative AI. They also explore NVIDIA's existing ASIC business, and consider whether its activi...2024-02-1416 min
The Cloud ConnectionStaffel 2 Folge 6: VMWare und Broadcom: Das ändert sich für Schweizer UnternehmenFür viele kamen die News überraschend: Der Tech-Gigant Dell hat seinen Spezialvertrag mit VMware gekündigt und verweist auf die Übernahme des Virtualisierungsanbieters durch Broadcom. Dies verunsichert nicht wenige IT-Unternehmen - auch in der Schweiz.
Was die Entwicklungen bei VMWare und Broadcom für Schweizer Unternehmen bedeuten könnten, diskutieren die IT-CEOs Michael Dudli und Andreas Schweizer in der neuesten Folge von “The Cloud Connection”.
00:59: Überblick: Broadcom und VMware - das ist passiert
3:54: Welche Relevanz hat der Schweizer IT-Markt für Tech-Hersteller wie Dell, VMWare und Broadcom?
7:14: Werden die U...2024-02-0842 min
Trade & TriumphInside Broadcom's Tech Wonderland: A Rollercoaster of Growth!Broadcom, the tech giant behind the curtain, is making waves with a potential $61 billion acquisition of cloud services giant VMware. And a strategic move involving a whopping $28.4 billion in new debt financing. Headquartered in sunny San Jose, Broadcom is flexing its muscles in the global tech arena, holding a market cap of $521.9 billion. With a focus on 5G, IoT, and AI, Broadcom is gearing up for an epic journey in data centers, networking, and security. Traders take note – AVGO stock is soaring at 92.49% over the past year, and VSTAR is your go-to platform for CFD trading. Learn mo...2024-01-1903 minAnker-Aktien PodcastBroadcom Aktien-Analyse 2024 // KI und der 5G-Boom: Was Anleger wissen müssenIn dieser umfassenden Analyse der Broadcom Aktie für 2024 beleuchten wir die Rolle des Unternehmens in den dynamischen Feldern der künstlichen Intelligenz (KI) und des 5G-Ausbaus. Broadcom, ein führender Akteur in der Halbleiterindustrie, steht im Zentrum dieser technologischen Revolution, was es zu einem potenziell lukrativen Ziel für Investoren macht.
Diese Analyse bietet einen tiefen Einblick in die strategische Positionierung von Broadcom in Bezug auf Netzwerke, Kommunikation, Cyber-Security und Datenzentren, die die Zukunft der digitalen Welt maßgeblich prägen werden. Wir betrachten, wie Broadcom diese Schlüsseltechnologien nutzt, um seine Marktposition zu stärken und welc...2024-01-0532 min
FOCUS ON: LinuxNewsupdate 12/2023 - LogoFAIL, Broadcom/VMware, Proxmox Backup Server 3.1, NixOS 23.11, Debian 12.4#AllTheWayland
In der letzten Episode für dieses Jahr besprechen wir neben eurem Feedback auch eine Sicherheitslücke und neue Debian- und NixOS-Versionen. Proxmox Backup Server 3.1 ist erschienen und es gibt einige Neuigkeiten zur VMware-Übergabe durch Broadcom. Der Linux-Kernel erscheint in einer speziellen Version in Anlehnung an ein Videospiel.
Intro
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Feedback und Ankündigungen
Daniel Stenberg zu Emacs: https://mastodon.social/@bagder/111488365700890075
Bits & Bäume 2022 - "Was wir durch den Blauen Engel über nachhaltiges Software-Design gelernt haben ": https://media.ccc.de/v/bitsundbaeume-20160-was-wir-durch-den-blauen-engel-ber-nachhaltiges-software-design-gelernt-haben
Calls für CLT 2024 eröffnet: h...2023-12-251h 18Chip Stock Investor PodcastEpisode 69: Cybersecurity Stock Investor: Broadcom + VMware Shake-Up of Top Cybersecurity Stocks In 2024?Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what Broadcom will actually do with VMware.
CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024.
Chip Stock Investors Nick and Kasey review where the fast-growing security software market is at right now, who might benefit the most from Broadcom’s shake-up, as well as a refresher on why top pure-plays in the...2023-12-1920 minTech Field Day News RundownVMware Simplifies Offer Lineup through Broadcom | The Gestalt IT Rundown: December 13. 2023Change is in the air and it's licensed. The biggest news this week came from VMware (by Broadcom) as they announced a simplification of their licensing model. The first change is that VMware Cloud Foundation has had the subscription cost cut in half and additional support levels added to help with activation and lifecycle management. VMware vSphere Foundation is also available as a subscription offering with several add-ons avaialble. Notably missing is the option for perpetual licensing, which was removed in this simplification. Also removed were hybrid purchase programs and anything not subscription-based. Customers may still use their perpetual...2023-12-1330 minTechzine TalksWat laat Broadcom over van VMware?Bij VMware worden duizenden mensen ontslagen, oplossingen worden afgesplitst en verkocht en de strategie gaat volledig op de schop. De afgelopen weken zijn de eerste stappen gezet in het strippen van VMware. De komende maanden zullen er nog wat stappen volgen. In deze podcast zetten we alles op een rij en bespreken we de actuele situatie.De CEO van Broadcom heeft vorige week bevestigd dat Carbon Black en het EUC-portfolio van VMware in de verkoop staan. Vooralsnog is het niet duidelijk of er al gesprekken zijn gevoerd met potentieel geïnteresseerde kandidaten. Het overnameproces heeft z...2023-12-1141 minChip Stock Investor PodcastEpisode 67: Is Broadcom (AVGO) Stock A Buy Now?
Broadcom (AVGO) has finally closed its acquisition of VMware (VMW) after a year-and-a-half since it was originally announced in May 2022. The newly combined company is a juggernaut in computing infrastructure and software, and a unique stock. The new Broadcom is almost a fifty-fifty split between semiconductors and cloud and enterprise software.
But is Broadcom stock really a buy now that it owns VMware? Chip Stock Investor breaks down the financials, and explains how Broadcom’s sprawling chip and cloud software business is organized and managed. Nick and Kasey also discuss an important valuation metric using enterprise value and free ca...2023-11-2925 min
Global ValueIs Broadcom Stock a Buy Now!? | Broadcom (AVGO) Stock Analysis! |In this video, we'll perform an AVGO stock analysis and figure out what Broadcom looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for Broadcom. And answer is Broadcom one of the best stocks to buy at the current price? Find out in the video above! Global Value's Broadcom stock analysis.
TIKR is the website I use for financial data in my videos. Join me and thousands of investors worldwide by using TIKR in your investment analysis. All funds from referrals directly support the channel to improve video quality!
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Arrow ECS Austria Audio Podcast11-2023 - Josef Wolf, Broadcom - (Audio only)Josef Wolf, Channel Manager Alps bei Broadcom, ist zu Gast bei Heribert Karrer, Geschäftsführer Arrow ECS Austria, im Arrow ECS Austria Videopodcast.
Broadcom ist ein weltweit agierendes Technologieunternehmen, das sich durch mehrere Übernahmen im Softwarebereich in den letzten Jahren einen Namen gemacht hat.
Speziell die Übernahmen von CA Technologies und Symantec sind durch die Medien gegangen. Die nächste Übernahme von VMWare Inc liegt momentan bei den Behörden zur Genehmigung.
Wer ist Broadcom, was macht Broadcom?
Wie technikgetrieben ist Broadcom, wie groß wird die Innovation bei Broadcom geschrieben? Was mach...2023-08-2927 min
Arrow ECS Austria Video Podcast11-2023 - Josef Wolf - BroadcomJosef Wolf, Channel Manager Alps bei Broadcom, ist zu Gast bei Heribert Karrer, Geschäftsführer Arrow ECS Austria, im Arrow ECS Austria Videopodcast.
Broadcom ist ein weltweit agierendes Technologieunternehmen, das sich durch mehrere Übernahmen im Softwarebereich in den letzten Jahren einen Namen gemacht hat.
Speziell die Übernahmen von CA Technologies und Symantec sind durch die Medien gegangen. Die nächste Übernahme von VMWare Inc liegt momentan bei den Behörden zur Genehmigung.
Wer ist Broadcom, was macht Broadcom?
Wie technikgetrieben ist Broadcom, wie groß wird die Innovation bei Broadcom geschrieben? Was mach...2023-08-2927 minBreaking Analysis with Dave VellanteVMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's WingThe FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players. I...2023-08-1940 minChip Stock Investor PodcastEpisode 16: Coming AI Chip Stock Crash? Why Broadcom and Marvell Technology May Not Be As Cyclical As You ThinkIn this video, Chip Stock Investor discusses why Broadcom (AVGO) and Marvell Technology (MRVL) are not the cyclical semiconductor stocks the market seems to think they are. These two companies have business models that are well-positioned to withstand the ups and downs of the semiconductor market. At a recent investor event, Broadcom CEO Hock Tan explained how his company manages some of the ups-and-downs with selling chips to big data center customers.
Broadcom is a leading supplier of semiconductor solutions for the data center, enterprise networking, and carrier infrastructure markets. The company's products are used in a wide range...2023-07-1323 min
One Thing Today in TechApple, Broadcom strike multi-bln dollar deal; Google backs OpenAI rival Anthropic’s $450 mln fundingApple yesterday announced a new partnership with Broadcom to develop 5G radio frequency components and wireless connectivity components. Separately, Wistron, a contract manufacturing supplier to Apple, has shut its operations in India, Mint reports. Also in this brief, Infosys Topaz is a new suite of services based on generative AI with specific use cases in different industry verticals; Microsoft is showcasing Jugalbandi, an AI assistant in local Indian languages; And Matrix Partners India is raising the target for its fourth fund to $525 million, TechCrunch reports.
Notes:
Apple yesterday announced...2023-05-2407 min
The CCS Insight PodcastBroadcom's Hock Tan on Partners, Scale and Choice for VMwareUnder the spotlight of regulatory scrutiny, Broadcom CEO and president Hock Tan has been working to bring clarity to how VMware will thrive in the Broadcom family. What will undoubtedly be a relief to prospective customers, partners and the wider market is that it won't come at the expense of stifling competition and choice. However, faced with apprehension from various trade, competition and antitrust bodies, Mr Tan and his team have had some convincing to do.Shortly after Broadcom announced its intentions to acquire VMware on 26 May 2022, CCS Insight commented on the announcement. We viewed the decision...2023-05-0431 min
Global ValueBroadcom Stock Analysis | AVGO Stock Analysis | Best Stock to Buy Now?In this video, we'll perform an AVGO stock analysis and figure out what the company looks like based on the numbers. We'll also try to figure out what a reasonable fair value is for Broadcom Inc.. And answer is Broadcom one of the best dividend stocks to buy at the current price? Find out in the video above! Global Value's Broadcom Inc. stock analysis.
Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel!
Affiliate...2023-04-0416 min
Futurum Tech WebcastFuturum Live! from the Show Floor with Broadcom's David Stokes and Deborah Carbo at SHARE ColumbusIn this episode of Futurum Live! From the Show Floor, Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Broadcom's Director of Product Management and Strategy Deborah Carbo and David Stokes, Senior Director, Engineering during the SHARE Conference in Columbus. Their conversation focused on Broadcom's CA 1® FlexibleStorage™ solution, the newest addition to their mainframe software portfolio, how the new solution provides secure, cost-effective mainframe data storage options for hybrid IT environments, and what Broadcom is doing to help their customers leverage a hybrid cloud strategy. To learn more about Broadcom visit their website.2022-09-0809 min
The CloudcastWhat VMware might look like under BroadcomDave Vellante (@dvellante, CEO/Co-Host of @theCube) talks about the VMware acquisition by Broadcom and the potential future of the combined organization. SHOW: 629CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Kubernetes Solution: Maximum Visibility into Container EnvironmentsStart monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.strongDM...2022-06-2644 min
Stock StoriesBroadcom - Cable, WiFi, And Connecting The Internet | $AVGO AnalysisBroadcom is all about connectivity. Everything from Wifi Routers, to smartphones, to data centers use their products. Today we’ll learn about the history, business model, and financials of Broadcom (formerly Avago Technologies).0:00 - Why Broadcom?0:58 - How Did Broadcom Get Started?3:30 - Broadcom’s Business Model5:58 - Financials9:20 - What’s the Growth Mechanism?👀 Subscribe on YouTube:https://youtube.com/channel/UCKwdV2I2k0tWvjVpa8szyHA🎧 Listen to 200+ episodes on other companies and mental models...2022-06-2310 min
In Focus by The HinduDecoding Broadcom’s intent to acquire VMWare for $61 billion | In FocusLast week, Broadcom announced its decision to acquire VMWare for a humongous $61 billion. VMWare is known in technology circles for its specialisation in virtualising hardware assets. It offers app modernisation, and services across cloud, networking and security technologies. Broadcom designs, develops and manufactures a range of semiconductor and infrastructure software products.What did Broadcom see in this target firm? Is there complementarity? How can VMWare help Broadcom scale its offerings and/or raise revenue potential?Guest: Naveen Mishra, Senior Director Analyst at GartnerHost: K. Bharat KumarEdited by Ranjani Srinivasan2022-06-0320 minTechzine TalksWat betekent de overname van VMware door Broadcom?Met een overname van 61 miljard dollar in de IT-sector moeten we natuurlijk wel stilstaan bij de overname van VMware door Broadcom. Want wat betekent dit nu precies voor organisaties die VMware gebruiken? Gaat Broadcom zorgen voor een nieuwe impuls of is dit het begin van het einde? We bespreken het in deze Techzine Talks podcast.Broadcom is een chipfabrikant die ook op softwaregebied een rol van betekenis wil spelen. Eerder werden hiervoor al CA Technologies en de zakelijke divisie van Symantec overgenomen. Dat waren echter maar kleine overnames in verhouding tot de overname van afgelopen...2022-05-3039 min
Tech Field Day News RundownBroadcom Looking to Buy VMware? | Gestalt IT Rundown: May 25, 2022The biggest shock to the virtualization community in months hit this past weekend when the press noted that chip giant Broadcom is in talks to purchase VMware. The former stepchild of Dell and EMC was spun off less than a year ago into a separate company. The news mentioned that Broadcom has been looking to expand their software portfolio and VMware would join CA and Symantec in the Broadcom suite. Community reaction to the news was largely negative, with many analysts weighing in on the potential for disaster for VMware customers. This and more on this week's Rundown.
2022-05-2537 min
Conversations with DezConversations With Dez - with George DeCandio & Peter Wassel from BroadcomI caught up with George DeCandio, Chief Technology Officer - Mainframe Software Division, Broadcom, and Peter Wassel, Director of Product Management & Strategy - Mainframe Software Division, Broadcom, to talk about the latest in Mainframe DevOps and what Broadcom are doing to help their Mainframe clients unlock the value of their Mainframe applications with modern tooling and processes, such as DevOps, and via open interfaces.
We kick off with an overview from both George and Peter of the Challenges and opportunities on the mainframe from a DevOps perspective, with some great insights into what is happening within the world inside Broadcom...2020-11-1159 min
Conversations With DezConversations With Dez - with George DeCandio & Peter Wassel from BroadcomI caught up with George DeCandio, Chief Technology Officer - Mainframe Software Division, Broadcom, and Peter Wassel, Director of Product Management & Strategy - Mainframe Software Division, Broadcom, to talk about the latest in Mainframe DevOps and what Broadcom are doing to help their Mainframe clients unlock the value of their Mainframe applications with modern tooling and processes, such as DevOps, and via open interfaces.We kick off with an overview from both Gorge and Peter of the Challenges and opportunities on the mainframe from a DevOps perspective, with some great insights into what is happening within the world...2020-11-1159 min
Conversations with DezConversations With Dez - with George DeCandio & Peter Wassel from BroadcomI caught up with George DeCandio, Chief Technology Officer - Mainframe Software Division, Broadcom, and Peter Wassel, Director of Product Management & Strategy - Mainframe Software Division, Broadcom, to talk about the latest in Mainframe DevOps and what Broadcom are doing to help their Mainframe clients unlock the value of their Mainframe applications with modern tooling and processes, such as DevOps, and via open interfaces.
We kick off with an overview from both George and Peter of the Challenges and opportunities on the mainframe from a DevOps perspective, with some great insights into what is happening within the world inside Broadcom...2020-11-1159 min
Conversations with DezConversations With Dez - Per Kroll, Senior Director of R&D, Broadcom Mainframe DivisionI recently caught up with Per Kroll, Senior Director of R&D, Broadcom Mainframe Division, to talk about #AI Ops, Mainframes and connecting Mainframes to the Cloud, the latest news and trends within the Mainframe and related tech and business markets, and what's new inside the Mainframe Division of Broadcom, in particular, the world of Research and Development which Per heads up.
We kick off the conversation by getting to know Per as he shares some amazing anecdotes around his early years in life and work, from his academic and working career, and what drove him to get into AI...2020-10-0752 min
Conversations with DezConversations With Dez - Per Kroll, Senior Director of R&D, Broadcom Mainframe DivisionI recently caught up with Per Kroll, Senior Director of R&D, Broadcom Mainframe Division, to talk about #AI Ops, Mainframes and connecting Mainframes to the Cloud, the latest news and trends within the Mainframe and related tech and business markets, and what's new inside the Mainframe Division of Broadcom, in particular, the world of Research and Development which Per heads up.
We kick off the conversation by getting to know Per as he shares some amazing anecdotes around his early years in life and work, from his academic and working career, and what drove him to get into AI...2020-10-0752 min
Conversations With DezConversations With Dez - Per Kroll, Senior Director of R&D, Broadcom Mainframe DivisionI recently caught up with Per Kroll, Senior Director of R&D, Broadcom Mainframe Division, to talk about #AI Ops, Mainframes and connecting Mainframes to the Cloud, the latest news and trends within the Mainframe and related tech and business markets, and what's new inside the Mainframe Division of Broadcom, in particular, the world of Research and Development which Per heads up.We kick off the conversation by getting to know Per as he shares some amazing anecdotes around his early years in life and work, from his academic and working career, and what drove him to get...2020-10-0752 min
The Fat Pipe Of The Packet Pushers PodcastsNetwork Break 301: Samsung Dials Up A 5G Contract; Broadcom Announces Fast, Power-Efficient New Jericho ChipTake a Network Break! We start with an FU from a previous episode on CDNs and serverless, and then dive into the news.
Samsung signs a multi-billion dollar contract to provide 5G gear and services to Verizon, Broadcom announces a new version of its Jericho ASIC that promises performance and power efficiency, and a rash of DDoS attacks in Europe show that this tried-and-true criminal tool isn’t going away.
DNS Flag Day 2020 is fast approaching, a new study says most Zoom bombing is facilitated by insiders, the Blurtooth vulnerability is causing aches in Bluetooth, and Equinix grapples...2020-09-1446 min
Intellyx Brainwave PodcastCNC03: Kurt Sand, Broadcom - Intellyx Brainwave - Cloud-Native Poster SeriesAbout Kurt Sand: Kurt Sand is the Vice President and Head of Digital BizOps and Automation at Broadcom. He is responsible for a global team that delivers Digital Business Automation software powered by AI/ML that solves real world problems for the world's largest enterprises. Kurt has over 20 years of experience as a Business Unit General Manager, Strategist, Product Manager, Field Application Engineer, and Software Developer. About Broadcom: Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops and supplies a broad range of semiconductor and infrastructure software solutions. Broadcom’s category-leading product portfolio serves cri...2020-07-2914 min
Conversations with DezConversations With Dez - featuring Stuart McIrvine, Director, Product Management, BroadcomI had the pleasure of catching up once again with Stuart McIrvine, Director, Product Management for Mainframe Security and Compliance; Mainframe Database Tools at Broadcom.
This is Stuart’s second guest appearance on the show. I also had the pleasure of catching up with Stuart recently in Pittsburg at the SHARE Mainframe user group event in America. If you have’t seen that interview please do tune in & check it out after you’ve listened to this podcast at the following link: https://www.youtube.com/watch?v=DL6j92qLcpM
In his role as Director, Product Management for Mainframe Securi...2020-05-271h 12
Conversations with DezConversations With Dez - featuring Stuart McIrvine, Director, Product Management, BroadcomI had the pleasure of catching up once again with Stuart McIrvine, Director, Product Management for Mainframe Security and Compliance; Mainframe Database Tools at Broadcom.
This is Stuart’s second guest appearance on the show. I also had the pleasure of catching up with Stuart recently in Pittsburg at the SHARE Mainframe user group event in America. If you have’t seen that interview please do tune in & check it out after you’ve listened to this podcast at the following link: https://www.youtube.com/watch?v=DL6j92qLcpM
In his role as Director, Product Management for Mainframe Securi...2020-05-271h 12
Conversations With DezConversations With Dez - featuring Stuart McIrvine, Director, Product Management, BroadcomI had the pleasure of catching up once again with Stuart McIrvine, Director, Product Management forMainframe Security and Compliance; Mainframe Database Tools at Broadcom.This is Stuart’s second guest appearance on the show. I also had the pleasure of catching up with Stuart recently in Pittsburg at the SHARE Mainframe user group event in America. If you have’t seen that interview please do tune in & check it out after you’ve listened to this podcast at the following link: https://www.youtube.com/watch?v=DL6j92qLcpMIn his role as Director, Product Manage...2020-05-271h 12
Conversations with DezConversations With Dez - talking with Lauren Valenti, Broadcom Mainframe DivisionDez Blanchfield gets up close & personal with Lauren Valenti, Senior Manager, Customer Advocacy & Mainframe Education in the Mainframe Division of Broadcom, to talk about her academic & career path, her role at Broadcom within their Mainframe division, current business & technology trends, and the very real need Broadcom have see and addressed, to open up education to "close the Mainframe skills gap".
Also discussed are the challenges around building and enhancing mainframe skills and how Lauren and her team have addressed this through Broadcom's Mainframe Academy, Associate Software Engineer Program and Vitality Residency Program.
Also discussed is the broad range of successful...2020-04-0145 min
Conversations with DezConversations With Dez - talking with Lauren Valenti, Broadcom Mainframe DivisionDez Blanchfield gets up close & personal with Lauren Valenti, Senior Manager, Customer Advocacy & Mainframe Education in the Mainframe Division of Broadcom, to talk about her academic & career path, her role at Broadcom within their Mainframe division, current business & technology trends, and the very real need Broadcom have see and addressed, to open up education to "close the Mainframe skills gap".
Also discussed are the challenges around building and enhancing mainframe skills and how Lauren and her team have addressed this through Broadcom's Mainframe Academy, Associate Software Engineer Program and Vitality Residency Program.
Also discussed is the broad range of successful...2020-04-0145 min
Conversations With DezConversations With Dez - talking with Lauren Valenti, Broadcom Mainframe DivisionDez Blanchfield gets up close & personal with Lauren Valenti, Senior Manager, Customer Advocacy & Mainframe Education in the Mainframe Division of Broadcom, to talk about her academic & career path, her role at Broadcom within their Mainframe division, current business & technology trends, and the very real need Broadcom have see and addressed, to open up education to "close the Mainframe skills gap".Also discussed are the challenges around building and enhancing mainframe skills and how Lauren and her team have addressed this through Broadcom's Mainframe Academy, Associate Software Engineer Program and Vitality Residency Program.Also discussed is the...2020-04-0145 min
Conversations with DezConversations With Dez - talking with Deborah Carbo, Director Product Management, BroadcomDez Blanchfield gets up close & personal with with Deborah Carbo, Director of Product Management, Broadcom Mainframe Division, to talk about her academic & professional career, her role with Broadcom's Mainframe division, Broadcom's Vitality & Associate Software Engineer (ASE) programme, Mainframe skills development, Broadcom's latest offerings, the future of the Mainframe, and much more. For more info on the Broadcom Mainframe offering visit http://j.mp/broadcommainframe2019-08-2939 min
Conversations with DezConversations With Dez - talking with Deborah Carbo, Director Product Management, BroadcomDez Blanchfield gets up close & personal with with Deborah Carbo, Director of Product Management, Broadcom Mainframe Division, to talk about her academic & professional career, her role with Broadcom's Mainframe division, Broadcom's Vitality & Associate Software Engineer (ASE) programme, Mainframe skills development, Broadcom's latest offerings, the future of the Mainframe, and much more. For more info on the Broadcom Mainframe offering visit http://j.mp/broadcommainframe2019-08-2939 min
Conversations With DezConversations With Dez - talking with Deborah Carbo, Director Product Management, BroadcomDez Blanchfield gets up close & personal with with Deborah Carbo, Director of Product Management, Broadcom Mainframe Division, to talk about her academic & professional career, her role with Broadcom's Mainframe division, Broadcom's Vitality & Associate Software Engineer (ASE) programme, Mainframe skills development, Broadcom's latest offerings, the future of the Mainframe, and much more. For more info on the Broadcom Mainframe offering visit http://j.mp/broadcommainframe2019-08-2939 min
Conversations with Dez BlanchfieldConversations With Dez - Jeff Henry, VP Strategy & Product Management, Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Jeff Henry, VP Strategy & Product Management, Mainframe Division at Broadcom to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Product Management, Engineering, Design, OpenSource, Workload Automation, delivering innovative and differentiated value to customers and much much more - for more information on the Broadcom Mainframe offering please visit => www.ca.com/us/why-ca/mainframe.html2019-01-2543 min
Conversations with DezConversations With Dez - Jeff Henry, VP Strategy & Product Management, Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Jeff Henry, VP Strategy & Product Management, Mainframe Division at Broadcom to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Product Management, Engineering, Design, OpenSource, Workload Automation, delivering innovative and differentiated value to customers and much much more - for more information on the Broadcom Mainframe offering please visit => www.ca.com/us/why-ca/mainframe.html2019-01-2543 min
Conversations with DezConversations With Dez - Jeff Henry, VP Strategy & Product Management, Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Jeff Henry, VP Strategy & Product Management, Mainframe Division at Broadcom to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Product Management, Engineering, Design, OpenSource, Workload Automation, delivering innovative and differentiated value to customers and much much more - for more information on the Broadcom Mainframe offering please visit => www.ca.com/us/why-ca/mainframe.html2019-01-2543 min
Conversations with DezConversations With Dez - Jeff Henry, VP Strategy & Product Management, Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Jeff Henry, VP Strategy & Product Management, Mainframe Division at Broadcom to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Product Management, Engineering, Design, OpenSource, Workload Automation, delivering innovative and differentiated value to customers and much much more - for more information on the Broadcom Mainframe offering please visit => www.ca.com/us/why-ca/mainframe.html2019-01-2543 min
Conversations With DezConversations With Dez - Jeff Henry, VP Strategy & Product Management, Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Jeff Henry, VP Strategy & Product Management, Mainframe Division at Broadcom to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Product Management, Engineering, Design, OpenSource, Workload Automation, delivering innovative and differentiated value to customers and much much more - for more information on the Broadcom Mainframe offering please visit => www.ca.com/us/why-ca/mainframe.html2019-01-2543 minConversations with Dez BlanchfieldConversations With Dez - Sujay Solomon, Global Product Manager for CLI Enablement of IBMz, BroadcomDez Blanchfield gets up close and personal with Sujay Solomon, Global Product Manager for CLI Enablement of IBMz platforms at Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Command Line Interfaces, the Zowe project, the CA Brightside CLI, DevOps, Automation, Orchestration, OpenSource, Developers, and much much more - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2019-01-2249 min
Conversations with DezConversations With Dez - Sujay Solomon, Global Product Manager for CLI Enablement of IBMz, BroadcomDez Blanchfield gets up close and personal with Sujay Solomon, Global Product Manager for CLI Enablement of IBMz platforms at Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Command Line Interfaces, the Zowe project, the CA Brightside CLI, DevOps, Automation, Orchestration, OpenSource, Developers, and much much more - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2019-01-2249 min
Conversations with DezConversations With Dez - Sujay Solomon, Global Product Manager for CLI Enablement of IBMz, BroadcomDez Blanchfield gets up close and personal with Sujay Solomon, Global Product Manager for CLI Enablement of IBMz platforms at Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Command Line Interfaces, the Zowe project, the CA Brightside CLI, DevOps, Automation, Orchestration, OpenSource, Developers, and much much more - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2019-01-2249 min
Conversations with DezConversations With Dez - Sujay Solomon, Global Product Manager for CLI Enablement of IBMz, BroadcomDez Blanchfield gets up close and personal with Sujay Solomon, Global Product Manager for CLI Enablement of IBMz platforms at Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Command Line Interfaces, the Zowe project, the CA Brightside CLI, DevOps, Automation, Orchestration, OpenSource, Developers, and much much more - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2019-01-2249 min
Conversations With DezConversations With Dez - Sujay Solomon, Global Product Manager for CLI Enablement of IBMz, BroadcomDez Blanchfield gets up close and personal with Sujay Solomon, Global Product Manager for CLI Enablement of IBMz platforms at Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, Command Line Interfaces, the Zowe project, the CA Brightside CLI, DevOps, Automation, Orchestration, OpenSource, Developers, and much much more - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2019-01-2249 min
Chaos Computer Club - archive feed (high quality)Dissecting Broadcom Bluetooth (35c3)Broadcom's Bluetooth firmware on popular devices – such as Nexus 5, Nexus 6P, Raspberry Pi 3, and Raspberry Pi 3+ – shares the same firmware update mechanisms, which allows for local firmware modifications. With InternalBlue we published a framework to change lower Bluetooth layers. In this talk we go even further and demonstrate a remote exploit in the Broadcom firmware.
In the first part of this talk we present the InternalBlue framework, which allows to experiment with Broadcom-based Bluetooth chips. On Nexus 5 and 6P, it already supports monitoring and injection tools for the lower layers of the Bluetooth protocol stack.
The second part of this talk...2018-12-3043 min
Chaos Computer Club - 35C3: Refreshing Memories (mp3)Dissecting Broadcom Bluetooth (35c3)Broadcom's Bluetooth firmware on popular devices – such as Nexus 5, Nexus 6P, Raspberry Pi 3, and Raspberry Pi 3+ – shares the same firmware update mechanisms, which allows for local firmware modifications. With InternalBlue we published a framework to change lower Bluetooth layers. In this talk we go even further and demonstrate a remote exploit in the Broadcom firmware.
In the first part of this talk we present the InternalBlue framework, which allows to experiment with Broadcom-based Bluetooth chips. On Nexus 5 and 6P, it already supports monitoring and injection tools for the lower layers of the Bluetooth protocol stack.
The second part of this talk...2018-12-3043 minConversations with Dez BlanchfieldConversations With Dez - talking with Stuart McIrvine, Director, Product Management, BroadcomDez Blanchfield gets up close and personal with Stuart McIrvine, Director, Product Management, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, criticality of delivering a trusted customer experience, challenges inhibiting enterprise data protection & digital trust, regulatory compliance, security & compliance, and challenges enterprises face trying to “secure the world”- for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-2048 min
Conversations with DezConversations With Dez - talking with Stuart McIrvine, Director, Product Management, BroadcomDez Blanchfield gets up close and personal with Stuart McIrvine, Director, Product Management, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, criticality of delivering a trusted customer experience, challenges inhibiting enterprise data protection & digital trust, regulatory compliance, security & compliance, and challenges enterprises face trying to “secure the world”- for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-2048 min
Conversations With DezConversations With Dez - talking with Stuart McIrvine, Director, Product Management, BroadcomDez Blanchfield gets up close and personal with Stuart McIrvine, Director, Product Management, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, criticality of delivering a trusted customer experience, challenges inhibiting enterprise data protection & digital trust, regulatory compliance, security & compliance, and challenges enterprises face trying to “secure the world”- for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-2049 min
Conversations with DezConversations With Dez - talking with Stuart McIrvine, Director, Product Management, BroadcomDez Blanchfield gets up close and personal with Stuart McIrvine, Director, Product Management, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, criticality of delivering a trusted customer experience, challenges inhibiting enterprise data protection & digital trust, regulatory compliance, security & compliance, and challenges enterprises face trying to “secure the world”- for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-2048 min
Conversations with DezConversations With Dez - talking with Stuart McIrvine, Director, Product Management, BroadcomDez Blanchfield gets up close and personal with Stuart McIrvine, Director, Product Management, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, Mainframes, criticality of delivering a trusted customer experience, challenges inhibiting enterprise data protection & digital trust, regulatory compliance, security & compliance, and challenges enterprises face trying to “secure the world”- for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-2048 minConversations with Dez BlanchfieldConversations With Dez - talking with Greg Lotko, SVP & GM Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Greg Lotko, SVP & GM Mainframe Division, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, the Mainframe platform, business challenges to delivering customer experience & digital transformation, digital transformation strategies for IT executives, keep pace with the “real-time” demands of today’s marketplace, security, open-source, the Zowe project & collaboration - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-191h 03
Conversations with DezConversations With Dez - talking with Greg Lotko, SVP & GM Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Greg Lotko, SVP & GM Mainframe Division, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, the Mainframe platform, business challenges to delivering customer experience & digital transformation, digital transformation strategies for IT executives, keep pace with the “real-time” demands of today’s marketplace, security, open-source, the Zowe project & collaboration - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-191h 03
Conversations with DezConversations With Dez - talking with Greg Lotko, SVP & GM Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Greg Lotko, SVP & GM Mainframe Division, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, the Mainframe platform, business challenges to delivering customer experience & digital transformation, digital transformation strategies for IT executives, keep pace with the “real-time” demands of today’s marketplace, security, open-source, the Zowe project & collaboration - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-191h 03
Conversations With DezConversations With Dez - talking with Greg Lotko, SVP & GM Mainframe Division, BroadcomDez Blanchfield gets up close and personal with Greg Lotko, SVP & GM Mainframe Division, Broadcom, to talk about his life, academic & professional career, his role with Broadcom, the Broadcom acquisition of CA, the Mainframe platform, business challenges to delivering customer experience & digital transformation, digital transformation strategies for IT executives, keep pace with the “real-time” demands of today’s marketplace, security, open-source, the Zowe project & collaboration - for more information on the Broadcom Mainframe offering please visit => https://www.ca.com/us/why-ca/mainframe.html2018-12-191h 03