Alphabet Inc. & Broadcom
57 shared events · Importance 8 · Last updated Aug 23, 2026
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Business
Alphabet Inc.: Alphabet Inc. is reportedly in talks with Marvell Technology to develop new AI chips, aiming to reduce its dependence on external suppliers and diversify its chip sources.
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..
Apr 20, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet's Google deepens its custom AI chip supply chain by partnering with Marvell, gaining a potential 5% stake in the company. This supports its TPU ecosystem and AI infrastructure, though shares were little changed.
Broadcom: Broadcom, Google's existing custom chip partner, saw its shares fall over 3% as investors worried about potential displacement. However, analysts view this as a growing pie rather than a competitive loss, as Google expands its supplier base.
Aug 19, 2026 · 18 articles
Business
Alphabet Inc.: Alphabet Inc.>>> is mentioned as a core customer of Broadcom>>> for custom AI accelerators and networking chips. Its spending patterns and diversification of suppliers directly impact Broadcom>>>'s growth trajectory.
Broadcom: The articles analyze whether the current stock price of Broadcom>>> is justified by its projected growth, particularly in its AI chip and networking segments. Its valuation is under scrutiny due to high multiples and customer concentration.
Jun 02, 2026 · 6 articles
Business
Alphabet Inc.: Parent of Google; provides financial guarantees and chips, expected to receive 20% equity in the project, deepening its investment in Anthropic.
Broadcom: Co-designer of TPU chips with Google; vendor-financing agreement with Anthropic for chip supply, benefiting from AI chip demand.
Jul 30, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
May 20, 2026 · 72 articles
Business
Alphabet Inc.: Alphabet Inc. announced plans to raise up to $80 billion for AI infrastructure expansion, indicating significant investment in the sector.
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI sector.
Jun 05, 2026 · 13 articles
Business
Alphabet Inc.: Identified as offering the most compelling asymmetry; positive mention may support its valuation narrative.
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Aug 23, 2026 · 6 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Apr 20, 2026 · 344 articles
Tech
Alphabet Inc.: Alphabet Inc. supplies TPUs to Anthropic and is a partner in its multi-chip strategy, though custom chips could reduce future reliance.
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
Aug 05, 2026 · 20 articles
Tech
Alphabet Inc.: Alphabet Inc. is mentioned as a technology giant that has also invested heavily in custom AI silicon, such as its Tensor Processing Units (TPUs), to reduce costs and optimize performance, similar to OpenAI's strategy.
Broadcom: Broadcom co-developed the Jalape
no chip with OpenAI, leveraging its expertise in custom silicon design and networking technologies. This partnership expands Broadcom's presence in the AI hardware market and validates its capabilities in high-performance chip development.
Jun 24, 2026 · 52 articles
Tech
Alphabet Inc.: Alphabet Inc. designs tensor processing units (TPUs) used by Anthropic and recently signed a long-term deal with Anthropic and Broadcom, benefiting from Anthropic's commitment to invest in U.S. computing infrastructure.
Broadcom: Broadcom helps design TPUs and recently signed a long-term deal with Anthropic and Alphabet Inc..
Apr 09, 2026 · 7 articles
Business
Alphabet Inc.: Tiger Global reduced its Alphabet exposure by 45.4% to 5.8 million shares, contributing to the overall pullback from megacap tech.
Broadcom: Broadcom is an AI-themed stock that saw net buying from institutions, reflecting continued interest in AI infrastructure.
Aug 14, 2026 · 13 articles
Business
Alphabet Inc.: Alphabet is perceived as an AI winner and is among the Mag 7 stocks in the green, but still faces skepticism over AI spending.
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
Jul 07, 2026 · 13 articles
Business
Alphabet Inc.: Reported negative cash flow, contributing to AI spending concerns. Stock gained modestly during the rally.
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Jul 14, 2026 · 280 articles
Business
Alphabet Inc.: Alphabet Inc.'s Google is listed as one of Broadcom's key customers for AI chips, contributing to Broadcom's projected AI revenue growth.
Broadcom: Broadcom's stock price surged to an all-time high ahead of its Q2 earnings report, driven by strong growth in its AI business. The company is expected to continue its robust performance, but its high valuation presents a risk if growth falters.
Jun 01, 2026 · 6 articles
unfocused
Alphabet Inc.: Alphabet Inc. is raising $80 billion in cash to fund its AI investments, but its stock fell due to concerns about whether AI can produce sufficient profits to justify the massive investment.
Broadcom: Broadcom rose significantly due to the AI chip boom, but also experienced slumps on other days, reflecting volatility in the AI sector.
May 19, 2026 · 199 articles
Business
Alphabet Inc.: Alphabet Inc. has signed agreements with Anthropic for five gigawatts of next-generation TPU capacity, indicating its role in providing computing infrastructure for Anthropic's AI development.
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
May 28, 2026 · 88 articles
Business
Alphabet Inc.: Alphabet is designing in-house chips and increasing capital spending on AI, with its Google silicon powering workloads at Anthropic.
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for Nvidia.
Jun 27, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc.>>> is the parent company of Alphabet Inc.>>> and is increasing its capital expenditure to meet the growing demand for AI services, as evidenced by the deal with SpaceX>>>.
Broadcom: Broadcom is part of an existing compute agreement with Anthropic and Alphabet Inc..
May 21, 2026 · 68 articles
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
Apr 20, 2026 · 95 articles
Business
Alphabet Inc.: Broadcom also partners with Alphabet on AI-specific chips, but this is not directly related to the Apple deal.
Broadcom: Broadcom gains a multi-year, $30 billion+ revenue stream from its largest customer, Apple, and expands its U.S. manufacturing footprint. Shares rose over 4% on the announcement.
Apr 20, 2026 · 110 articles
Business
Alphabet Inc.: Alphabet Inc. is listed among the top ten global companies by market capitalization.
Broadcom: Broadcom is listed among the top ten global companies by market capitalization.
Jun 08, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc. was a well-known large cap that drew broad participation on RealStocks.
Broadcom: Broadcom was among the AI-related assets traded, benefiting from data center demand.
Jul 28, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc. already offers its own custom silicon (TPUs) through its cloud platforms and is reportedly considering Samsung Electronics to manufacture part of a future tensor processing unit. Anthropic also uses Alphabet Inc.'s TPUs as part of its compute strategy.
Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.
Jul 02, 2026 · 23 articles
Tech
Alphabet Inc.: Alphabet Inc.>>> (Google) was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
Broadcom: Broadcom was an early partner in Claude (language model), using Claude (AI model) to identify security flaws.
May 19, 2026 · 83 articles
Business
Alphabet Inc.: Alphabet Inc. is in talks with Samsung to manufacture chips using SF4, potentially securing capacity.
Broadcom: Broadcom announced an AI chip production deal with Samsung in July, benefiting from Samsung's capacity expansion.
Aug 19, 2026 · 9 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned as a hyperscaler that uses Broadcom as a design partner for its custom chips.
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
May 19, 2026 · 104 articles
Business
Alphabet Inc.: Alphabet Inc. is losing key AI researchers to competitors, which could undermine its position in the competitive AI market and negatively impact its stock performance.
Broadcom: Anthropic has an expanded agreement with Broadcom for Tensor Processing Unit capacity, highlighting the infrastructure partnerships in the AI industry.
Jun 24, 2026 · 14 articles
Business
Alphabet Inc.: Alphabet Inc.'s Alphabet Inc. is mentioned as a competitor in the AI chip market with its own custom TPU chips.
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
May 26, 2026 · 8 articles
Business
Alphabet Inc.: Alphabet (Google) is a customer of SK Hynix's HBM chips for AI data centers, benefiting from the AI infrastructure buildout.
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
Apr 20, 2026 · 247 articles
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