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Broadcom stabilized after a selloff triggered by Google's partnership with Marvell. Although Broadcom's AI revenue surged 143%, Google's alternative sourcing strategy poses long-term risks to Broadco…
Marvell Technology prepares to report earnings, with Wall Street focusing on its custom chip partnership with Google. The commercial agreement covers Google's Tensor Processing Units (TPUs) and custo…
Alphabet signed a multi-billion dollar custom silicon agreement with Marvell Technology to expand Google's TPU AI ecosystem. The deal introduces a major second supplier into Google's custom hardware …
Blackstone commits $5 billion to a joint venture with Google to develop and rent AI-optimized data center capacity using Google's custom Tensor Processing Units instead of Nvidia chips.
Nvidia doubled revenue in 2025 amid soaring AI demand but faces rising competition from Google, Amazon, and AMD, alongside component shortages impacting growth and margins, with 2026 expected to be a…