Broadcom and Apple extend custom-chip partnership through 2031

Broadcom and Apple extended their custom-silicon deal through 2031, with Broadcom's ASICs spanning multiple Apple product generations and now reaching the in-development Baltra chips that run cloud-based Apple Intelligence. The signal is the AI-infrastructure hook: Broadcom is now embedded in Apple's AI-server buildout, evidence that Apple still leans on outside silicon for its data-center push even as it designs more chips in-house.

Source: bloomberg.com ↗