The Motley Fool
17 Jun 2026, 03:32 UTC · 3h ago
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
17 Jun 2026, 03:32 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Broadcom reports AI-related revenue jumped 143% to $10.8 billion and predicts AI business could exceed $100 billion in annual revenue by fiscal 2027. — Extremely high growth targets and massive revenue acceleration in the AI sector typically drive significant upward valuation for the company and the broader AI chip theme.
+0.80Marvell Technology projects its custom silicon business will surpass $10 billion in annual revenue by fiscal 2029. — Concrete long-term revenue targets for custom AI silicon indicate sustained demand from cloud operators, supporting the stock's growth thesis.
+0.60Major cloud companies like Alphabet and Amazon are increasingly designing custom AI processors to reduce reliance on Nvidia. — While positive for designers like Broadcom/Marvell, this represents a structural risk to Nvidia's market dominance and pricing power.
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Marvell reported a 28% increase in quarterly revenue to a record $2.4 billion, driven primarily by its data center segment. — Strong quarterly performance confirms the transition of AI demand into actual realized revenue.
+0.40Which stocks this story touches
Reported record revenue with staggering demand for custom AI chips and strong future revenue guidance.
Reported record revenue and exceptional AI-related bookings with strong growth projections for custom silicon.
Successfully developing its own custom TPUs to reduce reliance on single suppliers and optimize AI services.
Mentioned as a major customer driving growth for Marvell's custom silicon business.
Remains the center of the AI boom, though facing increasing competition from custom silicon designed by cloud giants.
[a_to_b] Nvidia supplies chips that run large AI models, while Alphabet/Google is building custom chips to lean less on a single supplier.
[a_to_b] Marvell designs custom chips for large cloud operators, with Amazon's cloud arm reportedly being its biggest such customer.
[mutual] Broadcom is described as potentially Nvidia's biggest competition in custom AI chip solutions.
[a_to_b] Broadcom co-designs custom accelerators for cloud customers including Google.
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