- In early December 2025, ING and Broadcom announced that ING has extended its collaboration to modernize its private cloud using VMware Cloud Foundation 9.0 across multiple regions to meet stringent security, compliance, and data sovereignty requirements.
- This deepened VMware deployment at a large global bank highlights Broadcom’s growing role in mission-critical financial infrastructure alongside its AI-focused semiconductor momentum.
- Now we’ll examine how this expanded VMware Cloud Foundation rollout at ING might influence Broadcom’s AI-driven, software-enhanced investment narrative.
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Broadcom Investment Narrative Recap
To own Broadcom, you need to believe its custom AI chips and VMware-powered infrastructure software can both keep compounding, despite customer…