Will Broadcom and VMware Partnership Shift NEC’s (TSE:6701) Private Cloud Growth Narrative?

Will Broadcom and VMware Partnership Shift NEC’s (TSE:6701) Private Cloud Growth Narrative?

  • On November 18, 2025, Broadcom announced an expanded partnership with NEC Corporation to adopt and deliver modern private cloud services based on VMware Cloud Foundation, which NEC will integrate into its own systems and offer as managed cloud solutions for clients.
  • NEC’s use of VMware Cloud Foundation not only updates its internal IT architecture but also positions the company to accelerate private cloud adoption for customers through its BluStellar Scenario offerings.
  • We’ll examine how NEC’s advancement in private cloud solutions with Broadcom could influence its growth outlook and service differentiation.

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NEC Investment Narrative Recap

To be a shareholder in NEC, you need to believe in the company’s ability to drive digital transformation through cloud and managed service innovation, particularly its BluStellar portfolio, while weathering declines in domestic IT and telecom hardware revenue….