Broadcom’s stock dipped after news broke that Marvell snagged a major AI chip deal with Alphabet — but don’t panic: the move might not hurt Broadcom, since Alphabet remains its biggest client and both companies are deeply invested in AI together. In fact, Broadcom’s CEO is eyeing over $100 billion in AI chip revenue by 2027 — a massive growth opportunity that makes the current market reaction seem shortsighted.
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