In this video, we break down Broadcom’s massive Q1 2026 earnings report! Broadcom just crushed Wall Street expectations with a record $19.3 billion in revenue, driven by a staggering 106% year-over-year surge in AI semiconductor sales
. CEO Hock Tan even revealed a $100 billion "line of sight" for AI chips by 2027
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But what does this all mean for VMware customers? We dive deep into the controversial end of VMware's perpetual licenses, the costly shift to the per-core subscription model, and how Broadcom is positioning VMware Cloud Foundation (VCF) as the essential software layer for the AI era