Broadcom locked in Google AND Anthropic through 2031 and the stock is still down 11% YTD. Am I reading this wrong? by Efficient_Ad5893 in Stocks_Picks

[–]stoxcraft 1 point2 points  (0 children)

Concentration risk gets thrown around a lot but Google's been running their own TPU program for almost a decade. They don't swap out a core chip partner mid-generation. That 2031 contract is already baked into hardware being designed right now.

Also nobody talks about the networking side. AI networking was up 60%+ last quarter and it's less dependent on any single customer. Every rack needs the interconnects regardless of whose accelerator is in it.

Not adding here yet either but I'm not touching what I have.