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Broadcom Drops as Google Partners With Marvell for Custom AI Silicon

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The Story

News Summary

  • Broadcom shares fell over 5% after Marvell Technology secured a major custom AI chip deal with Google.
  • The partnership includes warrants incentivizing Google purchases, raising concerns about supplier diversification and potential market share erosion for Broadcom's custom silicon business despite its long-term contract through 2031.
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AVGO price history

361.99 -3.69% over the displayed period

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