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Custom Chips

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Broadcom’s AI Chip Sales Soar as Q4 Guidance Falls Short and Stock Wobbles

Multi‑gigawatt customer deals point to large long‑term AI revenue gains with near‑term execution, financing and EU regulatory risk.

Marvell Beats Q2 Estimates and Lifts Outlook as Data‑Center Sales Soar

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Broadcom’s Q3 Tops Estimates as AI Sales Surge and Fourth Hyperscaler Places Production Orders