$Broadcom(AVGO)$ sbjl all way

$Broadcom(AVGO)$ sbjl all way down pre market lol

Broadcom Wins TPU Deal, Nvidia Continue to Lose?

Broadcom said it signed a long-term deal with Google through 2031 to develop future AI rack chips, and also struck a deal to provide Anthropic with ~3.5 GW of AI compute from 2027 using Google’s TPU ecosystem. That puts more focus on one big question: is custom AI silicon finally becoming a real alternative to Nvidia, or is this still too early to call a shift? If TPU demand keeps rising, who benefits most here — AVGO, GOOGL, or both?

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