Broadcom & Meta Platforms

Broadcom: Alphabet Inc.'s potential deal with Marvell Technology suggests a move to diversify away from Broadcom, which could impact Broadcom's future business with Alphabet Inc..

Meta Platforms: Meta Platforms recently extended its deal with Broadcom for custom AI processors, highlighting the broader trend of Big Tech investing in custom chips, but is not directly involved in the Alphabet Inc.-Marvell talks.

Broadcom: Broadcom helps design TPUs and recently signed a long-term deal with Anthropic and Alphabet Inc..

Meta Platforms: Meta Platforms is mentioned as another large tech company also seeking to design its own AI chips, mirroring Anthropic's efforts.

Broadcom: Broadcom is partnering with OpenAI to produce its first AI chip and has secured over $10 billion in AI infrastructure orders, widely believed to be from OpenAI, which is expected to significantly improve its AI revenue growth.