By Namrata Sen
Publication Date: 2025-11-25 13:11:00
Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc. (NASDAQ:META).
Cramer Highlights The ‘Hock Tan Connection’
In a post on X on Tuesday, Cramer highlighted Broadcom’s CEO, Hock Tan, who also serves on Meta’s board, as the key factor in this potential win.
“The most likely winner here is Broadcom because that is who Meta would contract with,” Cramer wrote.
Cramer’s post comes in the wake of Monday reports that Alphabet’s Google is in discussions with Meta and other cloud clients about a potential deal that would allow Meta to utilize Google AI chips in its data centers. As per a report, this potential deal is a part of the intensifying rivalry between Google and NVIDIA Corp (NASDAQ:NVDA) as Google wants to position its Tensor Processing Units (TPUs) against Nvidia’s GPUs.
