Google Broadcom Chip Deal Puts Intel AI Foundry Goals Under Scrutiny

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• Google is expanding its custom chip partnership with Broadcom, testing Intel’s efforts to grow its AI focused foundry and custom silicon business.

• The shift affects one of Intel’s key hyperscale relationships at a time when the company is highlighting progress in AI manufacturing and large projects such as Terafab.

• Investors are watching how this development fits into Intel’s long term foundry roadmap and its position in advanced custom AI chips.

Intel (NasdaqGS:INTC) enters this news cycle with a share price of $65.7 and a very large 1 year return, alongside a 66.8% return year to date and 49.8% over the past month. Those numbers reflect a market that has already priced in meaningful expectations around AI and foundry execution, so changes in big customer relationships can matter for sentiment.

The deepening Google Broadcom…