The Information Reported Google Is Considering Dropping Broadcom As Its AI Chip Supplier
Portfolio Pulse from Charles Gross
Google is reportedly considering dropping Broadcom as its AI chip supplier in an effort to reduce AI costs. This could potentially impact Broadcom's revenues.
September 21, 2023 | 8:47 am
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POSITIVE IMPACT
Google's decision to potentially drop Broadcom as its AI chip supplier could lead to cost savings in its AI operations.
Google's decision to potentially drop Broadcom as its AI chip supplier could lead to cost savings in its AI operations. This could positively impact Google's bottom line and potentially its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Broadcom could face a potential loss in revenues if Google decides to drop it as its AI chip supplier.
Broadcom could face a potential loss in revenues if Google, a significant customer, decides to drop it as its AI chip supplier. This could negatively impact Broadcom's financial performance and potentially its stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80