Fetching from the wire…
Markets2026-09-05 · source-backed
Ars Technica ran two September pieces on the same fracture: Spurs' CTO reported the reduction after migrating away citing issues with the Broadcom takeover, and VMware executives publicly conceded they put too big a focus on VCF and that trust, not features, is the deficit with small and mid-size customers. The customer response was migration, not negotiation, which is the part every vendor consolidating an infrastructure layer should read twice (Ars Technica).
Each link below shares sources, entities, or timing with this story.
Designed with Broadcom, built by TSMC, going into manufacturing after a six-week test run found no major issues (Reuters). Iris supplements rather than replaces Meta's Nvidia/AMD GPUs and supports a buildout targeting 7GW by end-2026 and 14GW in 2027 against up to $145B in 202...
Per Ars Technica, it's one of the largest concrete examples of enterprise flight from VMware after Broadcom's licensing overhaul. If your infra depends on a vendor that just got acquired, this is the cautionary tale. Perpetual licenses aren't perpetual when someone new owns th...
Moonshot AI released Kimi K3, a sparse mixture-of-experts activating 16 of 896 experts per token. That's about 1.8% of the pool live at any moment, with a 1M-token context window and native vision. Two new architectural pieces show up: Kimi Delta Attention and Attention Residu...
Ars Technica has the migration to StorMagic, with Sheetz explicitly blaming the uncertainty Broadcom created. This is a named, quantified defection rather than another anonymous survey complaint, which makes it the datapoint that proves the post-acquisition exodus is real at e...
Per Anthropic, the expansion secures next-gen compute (TPUs and Broadcom accelerators) for training and serving, continuing the move to diversify off NVIDIA. Compute supply is the central constraint deciding which models you can access and at what price. Today's Fable pricing...
Twelve months ago, OpenAI led Anthropic by 41 points in enterprise adoption. Today that gap is 8. Enterprise Technology Research's survey of roughly 500 respondents shows OpenAI dropping from 62% adoption (September 2025) to 56% (March 2026) while Anthropic surged from 21% to...
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