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Apple announces $30 billion deal with Broadcom to produce 15 billion custom AI accelerator and networking chips

Major private capex for custom silicon outside Nvidia ecosystem; signals hyperscaler vertical integration into AI infrastructure hardware
Trade pressSlicast · July 19, 2026 · US · Source: MSN
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CommentaryBroadcom vs Nvidia: Custom XPU Versus Merchant GPU in the Inference Build-OutCommentaryBroadcom AI Custom Silicon, September 2026: Record Revenue and the $12.9 Billion Nvidia Signal
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