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Broadcom has extended its custom chip partnership with Apple through 2031, strengthening their strategic alliance and boosting investor confidence.
Amazon's custom chip business, including Graviton, Trainium, and Nitro, is generating over $20 billion in annualized revenue and could be worth up to $50 billion if sold externally, according to CEO Andy Jassy.
Google Cloud and Intel have deepened their AI infrastructure partnership, expanding collaboration on both Xeon processors and custom chip development.