Apple partners with Broadcom to develop custom AI server ASICs under an extended agreement through 2031
The deal secures proprietary silicon for Apple's growing data center infrastructure
Many users welcomed Apple's extended Broadcom deal as a smart strategic shift into AI server chips and data centers, while negative users mocked the reporting and sources as baseless pessimism or insults.
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@zephyr_z9 Crazy, I mean Intel has an ASIC division, but designing is meh.

@zephyr_z9 because he is zerohedge

@zephyr_z9 are you implying that the deal was in bad faith or...?

@zephyr_z9 I think people with semi knowledge time to time have bad takes, but at least we can all agree the people without semi knowledge truly have the worst takes lmao

@zephyr_z9 My strategy plan.
⬇️

@zephyr_z9 Zerohedge is copium for pessimists afraid to actually risk anything. If you’re always claiming a bubble, you never have to be in a risk position!

@zephyr_z9 people being bearish/bullish because companies are doing what we expect they to do.

@zephyr_z9 as bundled with fab capacity, what else

@zephyr_z9 Comments are telling for how many tourists around this space

@zephyr_z9 Anyone still following @zerohedge ?

@zephyr_z9 cuz trump tweeted they would...

@floinkus @zephyr_z9 What deal?

@zephyr_z9 Probably a TPU design as it isn't in Apple's wheelhouse, no?
Zero hedge is so blatant lol

@zephyr_z9 lmeow, even

@markgurman They have finally, officially, joined the AI race now

@floinkus @zephyr_z9 It was a manufacturing deal

@zephyr_z9 because donny said so..
🤣

@zephyr_z9 That tells you how much mindshare Intel still has.

@markgurman Oh??

@markgurman Good!