Broadcom announced on November 12 2025 that it is expanding its VMware Cloud Foundation (VCF) ecosystem by adding open‑hardware certification programs and new partnerships with Cisco, Intel, OVHcloud, Supermicro, and SNUC.
The company introduced the VCF AI‑ReadyNodes program, an ODM self‑service certification that allows original‑design manufacturers to certify GPU‑enabled systems for VCF. The ReadyNode program now includes Intel Xeon 6 platforms and Supermicro GPU systems, broadening the hardware options available to customers building private clouds that run AI workloads.
Broadcom’s move is part of a broader strategy to deepen the integration of hardware and software, offering customers greater flexibility to build private clouds that can run AI workloads. By opening the ecosystem, Broadcom aims to accelerate VCF adoption, increase subscription revenue, and strengthen its position against competitors that rely on proprietary stacks.
The expansion aligns with Broadcom’s focus on high‑performance networking, custom AI silicon, and subscription‑based software to drive recurring revenue and margin expansion. It signals a strategic shift toward a more open, vendor‑agnostic approach that could broaden the addressable market for its infrastructure software and AI‑accelerator businesses.
The initiative is expected to enhance Broadcom’s competitive advantage in the growing private‑cloud and AI infrastructure markets. The announcement follows Q3 FY2025 results that showed $16 billion in revenue, up 22% year‑over‑year, and $5.2 billion in AI semiconductor revenue, a 63% increase, underscoring strong demand for AI‑ready infrastructure.
Management emphasized the importance of the expansion. Paul Turner, Chief Product Officer of VMware Cloud Foundation, said the open ecosystem empowers businesses to build modern private clouds that align with their strategic needs, while Krish Prasad highlighted Broadcom’s commitment to unlocking AI in the enterprise through flexible, secure private‑cloud platforms.
The announcement also positions Broadcom against competitors that maintain proprietary stacks by offering a broader range of hardware partners and open certification pathways, potentially attracting customers wary of vendor lock‑in and driving higher subscription uptake.
Broadcom’s open‑hardware certification and partner ecosystem expansion are expected to translate into higher subscription revenue and recurring margins, reinforcing the company’s focus on recurring revenue streams and margin expansion.
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