Google boosts Marvell role in custom chips, putting Broadcom to the test
Google increased Marvell’s role in its custom-chip system, with a pact covering AI accelerators, storage controllers, and other components supporting Google’s TPU platform. Broadcom shares traded around $350 as Apple’s multiyear deal worth more than $30 billion provides financial support, making continued customer spending and component choices the key test for Broadcom.
Coverage (7)
- Broadcom Faces Crucial Earnings Test After AI Chip Sales Surge 143% (finance.yahoo.com)
- Broadcom Stock Faces an Earnings Test -- AI Sales Are Set to Soar (finance.yahoo.com)
- Broadcom Stock Faces Valuation Test as Fiscal Q3 Earnings Approach - Broadcom (NASDAQ:AVGO), NVIDIA (NASD (benzinga.com)
- Broadcom's $16 Billion AI Quarter Faces the Marvell Timing Trap (finance.yahoo.com)
- Broadcom Is About to Face Nvidia's Impossible AI Bar (finance.yahoo.com)
- Broadcom Faces New AI Challenge as Google Deepens Marvell Partnership (finance.yahoo.com)
- Broadcom's Apple Shield Faces Google's Marvell Detour (finance.yahoo.com)