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Broadcom is paid whether the cloud giants stay with Nvidia or leave
SUMMARY
- Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors.
- It also designs the custom AI chips that Google, Meta, OpenAI and others are building to rely less on Nvidia.
- So whichever way the biggest buyers turn, the work runs through Broadcom, and the risk sits with a handful of very powerful customers.
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- Broadcom is paid whether the cloud giants stay with Nvidia or leave02 Oct 2026
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