On Dec. 5, The Information reported that Microsoft is considering Broadcom (AVGO) as a possible chip design partner. The potential deal would focus on a custom AI accelerator optimized for large language models and data center inference, the report said. Any such deal would be a setback for Marvell, which currently co-designs Microsoft’s Maia line of ASICs that are custom-built for Azure.Marvell Technology shares came under heavy pressure last week, dropping more than 15% after two separate reports—one from ...