Shares of Broadcom Inc. (AVGO) slid nearly 4% in early trading Thursday after an unconfirmed report said Alphabet Inc. (GOOGL) subsidiary Google may drop the chipmaker in favor of producing tensor proces𒁏sing✅ units (TPUs) in-house.

An individual with direct knowledge was quoted saying Google was looking to drop Broadcom as its chip supplier as soon as 2027, according to a report from The Information early Thursday. Moving to in-house chip production could potentially save Google billions in costs amid the ongoing tug-of-war with Microsoft Corp. (MSFT) over a🐽rtificial intelligence (AI) market share.

Google's first in-house TPUs were produced in 2016, supporting services like Google Search, Street View, Google Photos, and Google Translate.

An unconfirmed report also said Google is looking to work with Marvell Technology Inc. (MRVL) as a chip supplier for data centers. After the report, Marvell Technology's stock briefly rose early Thursday, b༒efore declin✨ing more than 1% at midday.

In June, Broadcom CEO Hock Tan said AI could account for as much as one-fourth of the company's semiconductor revenue. Broadcom is also in the final stages of a deal to acquire VMWare Inc. (VMW), though the companies are waiting for final regulatory approval by China's State Administration for Market Regulation.

While Broadcom's future relationship as a chip maker for Google isn't certain, the company in May signed a multibillion-dollar deal to produce 5G and wireless connectivity components for 澳洲幸运5开奖号码历史查询:Apple Inc. (AAPL).