Abnormal AI Named to Forbes 2025 Cloud 100 for Third Consecutive Year

Abnormal AI has been named to the Forbes 2025 Cloud 100 for the third consecutive year and first time in the top 20. The company's AI-native human behavior security platform has achieved FedRAMP Moderate Authorization in 256 days and expanded internationally with a Japan launch. Abnormal AI's inclusion on the Cloud 100 reflects its continued growth and innovation at the intersection of AI and cybersecurity.

VMware Cloud Foundation 9.0, unveiled at VMware Explore 2025, has emerged as a pivotal platform for enterprise AI adoption. Broadcom’s strategic pivot to subscription-based licensing for VCF has fueled explosive revenue growth, with infrastructure software revenue hitting $6.6 billion in Q2 2025, a 25% year-over-year increase [1]. This growth is driven by VCF’s ability to unify AI and non-AI workloads, offering native AI services, multi-accelerator support, and standardized integration tools.

VCF 9.0 introduces several key innovations, including native AI services, multi-accelerator flexibility, and the Model Context Protocol (MCP), which standardizes integration with external tools [1]. These features position VCF as a critical enabler for on-premises AI repatriation trends, where enterprises are shifting workloads from public clouds to secure, on-premises environments [3].

Broadcom’s strategic partnerships with NVIDIA and AMD are crucial to VCF’s success. The integration of NVIDIA’s ConnectX-7 and BlueField-3 DPUs and AMD’s ROCm Enterprise AI software accelerates multi-node AI training and expands deployment flexibility [1]. These alliances ensure VCF remains at the forefront of hardware innovation, a key differentiator in a market where performance and adaptability are paramount.

Despite the aggressive pricing shift from perpetual vSphere licenses to subscription bundles, which has drawn regulatory scrutiny and cost concerns from some customers, VCF’s adoption scale—nine Fortune 500 companies and 100 million licensed cores—indicates enterprises are prioritizing long-term AI readiness [2]. Broadcom’s Intelligent Assist AI-driven support assistant and security features like post-quantum cryptography and vDefend for AI workloads further mitigate operational risks [1].

For investors, the financials are compelling. With infrastructure software revenue growing at 25% YoY and the global AI infrastructure market expanding at over 26% CAGR through 2031 [4], Broadcom’s market influence is set to grow. The company’s ability to monetize this trend through high-margin subscriptions and strategic partnerships strengthens its long-term outlook.

In conclusion, Broadcom’s VMware Cloud Foundation is a strategic catalyst for enterprise AI adoption. As AI workloads become mission-critical, enterprises will increasingly prioritize platforms that unify AI and traditional workloads, a niche VCF is uniquely positioned to dominate.

References:
[1] Broadcom Makes VMware Cloud Foundation an AI Native [https://news.broadcom.com/releases/vmware-explore-2025-vmware-cloud-foundation-ai-native]
[2] Broadcom grows profit by 124% following VMware [https://www.networkworld.com/article/4003371/broadcom-grows-revenues-by-20-following-vmware-purchase-as-customers-fume-about-subscription-costs.html]
[3] VMware A 'Key Engine' Driving Public Cloud Repatriation [https://www.crn.com/news/cloud/2025/vmware-a-key-engine-driving-public-cloud-repatriation-here-s-why]
[4] Artificial Intelligence - Worldwide | Market Forecast [https://www.statista.com/outlook/tmo/artificial-intelligence/worldwide]