Broadcom Inc

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Broadcom: Take a Deep Breath: Multisourcing Doesn't Erode Massive Growth and a Buying Opportunity

William Kerwin

Aug 19, 2026

Marvell Technology and Google announced a commercial agreement for custom chips, including AI inference accelerators. Broadcom shares fell 5% intraday. This is the latest iteration of reports that Google is qualifying new sources for its TPU chips, including MediaTek and, potentially, AMD.

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Broadcom Inc

Broadcom: Take a Deep Breath: Multisourcing Doesn't Erode Massive Growth and a Buying Opportunity

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