{"id":434066,"date":"2025-12-08T20:55:31","date_gmt":"2025-12-08T20:55:31","guid":{"rendered":"https:\/\/www.europesays.com\/us\/434066\/"},"modified":"2025-12-08T20:55:31","modified_gmt":"2025-12-08T20:55:31","slug":"microsoft-sparks-ai-chip-battle-talks-with-broadcom-on-custom-silicon","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/434066\/","title":{"rendered":"Microsoft Sparks AI Chip Battle &#8212; Talks With Broadcom on Custom Silicon"},"content":{"rendered":"\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3237090\/microsoft-sparks-ai-chip-battle--talks-with-broadcom-on-custom-silicon?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-1090901\">Microsoft (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/MSFT\" data-ylk=\"slk:NASDAQ:MSFT;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\" rel=\"noopener\">NASDAQ:MSFT<\/a>) is in talks with Broadcom (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AVGO\" data-ylk=\"slk:NASDAQ:AVGO;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\" rel=\"noopener\">NASDAQ:AVGO<\/a>) to co-design custom chips for artificial intelligence workloads, according to a Saturday report by The Information.<\/p>\n<p class=\"yf-1090901\">The discussions <a href=\"https:\/\/seekingalpha.com\/news\/4529271-microsoft-discusses-custom-chips-with-broadcom-the-information-reports\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:mark;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">mark <\/a>a shift after Microsoft had previously worked with Marvell (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/MRVL\" data-ylk=\"slk:NASDAQ:MRVL;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\" rel=\"noopener\">NASDAQ:MRVL<\/a>) for some semiconductors. The move reflects growing demand for tailored silicon as cloud and AI competition heats up.<\/p>\n<p class=\"yf-1090901\">People familiar with the talks told the outlet the possible deal would focus on accelerators optimized for large language models and data-center inference. Microsoft and Broadcom did not immediately respond to requests for comment.<\/p>\n<p class=\"yf-1090901\">Analysts say partnerships with established chipmakers could speed deployment of Microsoft&#8217;s AI services by cutting reliance on third-party supply chains. Broadcom&#8217;s scale in networking and chip design may offer engineering advantages, they added.<\/p>\n<p class=\"yf-1090901\">Any agreement would still face engineering, commercial and regulatory hurdles. Terms, timeline and whether designs would be proprietary to Microsoft were not disclosed.<\/p>\n<p class=\"yf-1090901\">The talks underscore how hyperscalers are moving deeper into custom silicon to control costs and performance.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is in talks with Broadcom (NASDAQ:AVGO) to co-design custom chips&hellip;\n","protected":false},"author":3,"featured_media":324651,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,22264,17970,252,158,67,132,68],"class_list":{"0":"post-434066","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-broadcom","11":"tag-gurufocus","12":"tag-microsoft","13":"tag-technology","14":"tag-united-states","15":"tag-unitedstates","16":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115685944550112834","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/434066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=434066"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/434066\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/324651"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=434066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=434066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=434066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}