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Alphabet Inc. · Communication Services
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD), the US semiconductor group, has agreed a long-term deal with Google to design and supply future generations of the search giant's custom artificial intelligence processors, as well as components for its next-generation data centre infrastructure, through 2031. The agreement deepens Google's strategy of developing proprietary chips to reduce its dependence on third-party suppliers and strengthen the economics of its cloud business.
SpaceX's stock market debut is already stirring the usual Elon Musk wealth headlines. But the more interesting question for investors may be which listed companies could gain alongside it.
By pivoting away from the volatile consumer market and anchoring its growth in high-value enterprise contracts, Anthropic has positioned itself as the premier challenger to OpenAI's dominance.
Broadcom is showing its might in the world of artificial-intelligence chips — with two expanded deals that suggest the company could surpass its prior expectations for AI revenue.
Alphabet (GOOGL) concluded the recent trading session at $299.99, signifying a +1.43% move from its prior day's close.
Broadcom will develop and supply custom AI chips for Google and additional computing capacity to Anthropic in an expansion of the strategic collaboration between the three companies.
O'Toole Amie Thuener
officer: VP, Chief Accounting Officer
617 SH @ $289.63
2026-04-01
WALKER JOHN KENT
officer: President, Global Affairs, CLO
8,993 SH @ $0.00
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WALKER JOHN KENT
officer: President, Global Affairs, CLO
2,677 SH @ $273.91
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WALKER JOHN KENT
officer: President, Global Affairs, CLO
1,516 SH @ $274.93
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WALKER JOHN KENT
officer: President, Global Affairs, CLO
1,400 SH @ $276.21
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WALKER JOHN KENT
officer: President, Global Affairs, CLO
2,100 SH @ $277.42
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WALKER JOHN KENT
officer: President, Global Affairs, CLO
1,300 SH @ $278.30
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WALKER JOHN KENT
officer: President, Global Affairs, CLO
8,993 SH @ $0.00
2026-03-31