Broadcom Inc (NASDAQ:AVGO) just pulled off the most lucrative “quiet pivot” in Silicon Valley — and the market almost missed it while obsessing over a routine 5% dip.
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The company that spent half a century being defined by switches, routers and networking silicon is now being redefined by three clients who don’t even bother pretending they’re anything short of AI superpowers: OpenAI, Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google and Meta Platforms Inc (NASDAQ:META).
AI Custom Chips Take The Wheel
The milestone slipped into the …