# VMware / Broadcom 日跟踪 · 2026-09-03
> 日期：2026-09-03（Asia/Shanghai）。原料：archive 原文，非旧日报。

## 摘要
- **VMware Explore 2026 拉斯维加斯（8/31–9/1 左右）**：主发布 **VMware Private AI Cloud**——「把模型带到数据，而不是数据到模型」；含 AI Factory、Agent 治理、VCF 9 底座。
- **台湾繁中稿（2026-09-01）**：同步对亚太客户传达 Private AI Cloud。
- **VCF NVIDIA 认证 hypervisor**：宣称 AI 负载近裸金属性能。
- **VCF 9.1**：拓扑感知 CPU scheduler。
- **Cisco 开放网络**（2026-09-02 博客）：应用与网络互操作。
- **Explore 2027**：改到 2027-05-03–06，Resorts World Las Vegas。
- Reddit `r/vmware` 今日 `host_blocked`。

## 原文摘录

### [博通推出 VMware Private AI Cloud…](https://blogs.vmware.com/vmware-taiwan/2026/09/01/)
- 来源：VMware 台湾博客 / `vmware/博通推出-vmware-private-ai-cloud-…-d61e41e2.txt` / 抓取 2026-09-03T00:38:00Z 左右
> 博通先進的雲端基礎架構、應用程式與安全軟體產品組合，為企業提供生產就緒的途徑，並於資料所在之處建置、運行並治理 AI 【台灣，2026年9月1日】專注於設計、開發並提供多樣化半導體及基礎架構軟體解決方案的全球科技領導廠商博通（Broadcom Inc.，NASDAQ：AVGO）今日宣布推出更安全、可擴展且靈活的 AI 解決方案 VMware Private AI Cloud，可將模型部署到資料上，而不是將資料部署到模型上。基於博通先進軟體功能建置的 VMware Private AI Cloud，為組織企業提供了一條生產就緒（production-ready）的路徑，使其能夠在單一私有雲平台上安全地建置、運行和治理工作負載、代理型應用程式以及傳統企業工作負載。透過提供多元的硬體、模型與加速器選擇，VMware Private AI Cloud 讓企業能夠以具成本效益的方式擴展 AI 規模、提升營運安全並加速創新。 博通基礎架構軟體事業部總裁 Ram Velaga 表示：「VMware Private AI Cloud的推出是一個轉折點，代表企業私有雲和私有 AI 基礎架構不再各自獨立運行，而是合而為一，使生產級推論工作負載與代理式 AI（agentic AI），能在符合企業業務所需的資料主權（data sovereignty）、合規態勢（compliance posture）及成本可預測性之下順利運行。」 VMware Private AI Cloud解決了 AI 成本的三大核心驅動因素：硬體資本支出（CapEx）、營運複雜性以及 Token 經濟（tokenomics）。VMware Cloud Foundation（VCF）9 透過 NVMe 記憶體分層（memory tiering）以及全叢集儲存重複資料刪除技術，來降低硬體成本。VCF 支援來自領導廠商的 GPU、CPU 和加速器，以及其他來自各大 OEM 與 ODM 廠商的伺服器硬體，讓用戶能夠以具成本效益的方式運行異質叢集（heterogeneous clusters）。為了優化 Token 經濟效益（tokenomics）與資源使用率，它具備 Token 監控、多租戶模型共享、增強型 GPU/vGPU 追蹤，以及 AI 指標可觀測性儀表板。針對 Private AI Cloud 所發布的基礎架構與營運創新技術包括： - 透過 VMware AI Factory 加速從裸機到模型的部署：博通宣布推出 VMware AI Factory ，作為VMware Private AI Cloud…

### [VMware Explore 2026 in Las Vegas | Day 1 Recap](https://blogs.vmware.com/explore/vmware-explore-2026-las-vegas-recap/)
- 来源：Explore 博客 / `vmware/vmware-explore-2026-in-las-vegas-day-1-recap-e56220f2.txt` / 抓取 2026-09-03T00:39:52Z
> The energy across the Venetian Convention and Expo Center today proved that Day 1 of VMware Explore 2026 in Las Vegas is officially in full swing. Attendees maximized their time by navigating 118 sessions across our four content tracks, engaging in deep hallway conversations, and finding their people. Catch All the News of the Day in the Explore 2026 Media Kit Whether you picked up some free swag around the event, spent time in the Hands-on Labs, consulted a VMware software expert, or witnessed a live interview at the Virtually Speaking Podcast, you arrived ready to enhance your professional toolkit. To keep that momentum going, here is your Day 1 digest of the key highlights and updates from the event. This afternoon’s keynote session was all about news, announcements, and customer stories. Attendees in the audience heard from Broadcom leaders and left with a few key takeaways including how to scale AI in a cost-effective way, how to operate more securely, and how to innovate rapidly in the age of agentic AI. The plenary wrapped up with the grand reveal that VMware Explore is…

### [VMware Cloud Foundation Achieves NVIDIA Certification](https://blogs.vmware.com/cloud-foundation/2026/08/27/vcf-achieves-nvidia-hypervisor_certification/)
- 来源：VCF 博客 / `vmware/vmware-cloud-foundation-achieves-nvidia-certification-…-89712ca8.txt` / 抓取 2026-09-03T00:43:45Z
> The rapid shift toward agentic AI has introduced critical operational, cost, and governance challenges. Unlike linearly growing inference usage by users, autonomous agents generate non-linear inference usage and can quickly overwhelm IT infrastructure. Performance is a critical aspect of today’s agentic era. Today, we are announcing VMware vSphere 9.1 (and all future vSphere 9 releases) is now an NVIDIA -Certified Hypervisor, with near bare metal performance for AI workloads. This certification enables customers to confidently choose VMware Cloud Foundation (VCF) as the performance-optimized private cloud platform to power AI and accelerated computing applications in enterprise data centers and AI factories. By accurately exposing hardware topology and implementing key performance optimizations, VCF achieves near-bare-metal performance for AI workloads. Optimized Performance with Virtualization Benefits of VCF NVIDIA-Certified vSphere 9.1 delivers near bare-metal performance for representative AI and accelerated computing applications. Deploying AI and accelerated applications on…

### [Next-Gen Topology-Aware CPU Scheduler Performance Improvements in VCF 9.1](https://blogs.vmware.com/cloud-foundation/2026/08/27/next-gen-topology-aware-cpu-scheduler-performance-improvements-in-vcf-9-1/)
- 来源：VCF 博客 / `vmware/next-gen-topology-aware-cpu-scheduler-…-dedfbe26.txt` / 抓取 2026-09-03T00:43:31Z
> CPU Scheduling improvements in VMware Cloud Foundation (VCF) 9.1 result in higher and more predictable performance with increased scalability. Improved performance modeling in VCF 9.1 makes the scheduler topology aware. This means that it considers specific CPU, cache, memory, migration costs, and other factors all based on the platform’s processor architecture. These improvements enable VCF to evolve with the latest processor architectures and result in significant performance gains. Optimizations in CPU Scheduler Leads to Gains in Many Areas The scheduler changes in VCF 9.1 improve memory locality, optimize shared memory/cache access, achieve a better balance of VM placement to avoid overpacking, and optimize placement by considering complicated processor architecture topology. A diverse set of workloads were tested and found to show measurable and meaningful improvements. Let’s take a look at a few key workloads and the results. | SQL Server | Up to 30% higher throughput with HammerDB on vSAN | | Enterprise apps | Up to 25% better DB latencies in VMmark | | Oracle Database | Up…

### [Unlocking Agile Innovation: Delivering on VMware’s Open Networking Approach with Cisco](https://blogs.vmware.com/cloud-foundation/2026/09/02/unlocking-agile-innovation-delivering-on-vmwares-open-networking-approach-with-cisco/)
- 来源：VCF 博客 / `vmware/unlocking-agile-innovation-…-3ec29e10.txt` / 抓取 2026-09-03T00:34:47Z
> The rapid proliferation of applications is reshaping cloud infrastructure. Enterprises are increasingly seeking open standards-based solutions that provide a consistent and cohesive experience for operating network infrastructure and services. In a push for greater interoperability between application environments and the network, VMware announced an open, extensible networking ecosystem for VMware Cloud Foundation (VCF). This open standards approach delivers a unified network fabric experience by simplifying workload connectivity and network consumption while preserving existing investments. This blog recaps recent networking enhancements in VMware Cloud Foundation (VCF) and presents an overview of how the unified network fabric solution interoperates with Cisco Nexus One. VCF Networking enables the cloud operating model in VCF through VPC-driven network consumption, increased compute density, workload mobility, and a scale-out network architecture. Virtual Private Clouds (VPCs) help enterprises build isolated network environments that have consistent policies and self-service…

### [Closing the Gap Between Hardware and Cloud](https://blogs.vmware.com/cloud-foundation/2026/08/31/closing-the-gap-between-hardware-and-cloud/)
- 来源：VCF 博客（MetalSoft） / `vmware/closing-the-gap-between-hardware-and-cloud-5f1ed5b1.txt` / 抓取 2026-09-03T00:43:20Z
> How MetalSoft and VMware Cloud Foundation will deliver simpler and smarter infrastructure operations Infrastructure teams running VMware Cloud Foundation (VCF) already have a powerful private cloud platform. But below the hypervisor — in the physical world of bare-metal servers, firmware, and hardware lifecycle — complexity has been quietly compounding. MetalSoft and Broadcom are working together to change that. Private cloud platforms have come a long way. Compute, storage, and networking can be provisioned in minutes. Policies are automated. Workloads are portable. And yet, for many enterprise infrastructure teams, the experience of adding a new server to a VCF cluster still looks like this: open a manual, look up compatible firmware, run a 12-step provisioning checklist, and hope nothing breaks during the ESXi upgrade window. VCF provides a consistent software-defined infrastructure platform across compute, storage, networking, management, and automation. But customers still face operational complexity below the VCF layer. Before an ESXi host becomes part of a VCF environment,…

## 对基础档案的影响
- **战略包装**：写入 **VMware Private AI Cloud** 作为 Explore 2026 主产品伞（VCF 9 + AI Factory + Agent 治理 + Tanzu agent 层）。这是对 Nutanix Agent Gateway / 国产「AI 工厂」叙事的直接对打。
- **版本**：VCF 9.1（拓扑感知调度）；NVIDIA 认证 hypervisor。
- **生态**：Cisco 开放网络、MetalSoft 硬件生命周期、AMD 机密计算（同批博客，本日未全文摘）。
- **活动**：Explore 2027 改五月、Resorts World。
- 授权/价格页 Reddit 与 Broadcom licensing 搜索均无正文——**许可证数字本日无法从 archive 更新**。