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Broadcom is lending up to $42B to Entropic to finance the purchase of Google TPU chips, creating a circular revenue stream. This deal positions Entropic as Broadcom’s largest cloud client by 2027.

Impact: Chipmakers are using financial instruments to lock in long-term demand for their hardware, reducing revenue volatility and securing market share in the AI infrastructure race.

— from Kingfisher Resilience and AI Chip Supply Chain Shifts · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Oct 02, 2026