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Microsoft is considering custom chip collaboration with Broadcom amid positive market sentiment as traders anticipate a 2025 Fed rate cut, while Confluent surges on IBM acquisition news and Oracle pr…
Marvell's strong guidance and new deals boost investor optimism, while upcoming custom chips linked to Microsoft and Amazon hint at growth despite competition concerns.
Microsoft is accelerating development of in-house chips (Maia, Cobalt) to power AI data centers, reducing reliance on Nvidia/AMD and backing massive AI infrastructure spending to meet surging demand.