### @custom-ASIC — Confirmed — from the filings; the interpretation of absence is analysis
And then there is the outlier: Broadcom discloses six custom-chip customers (four named on calls: Google, Anthropic, Meta, OpenAI) approaching roughly 10 gigawatts of aggregate 2027 deployment – the largest custom-silicon franchise disclosed anywhere – with no warrant structures in its filings at all. I read this as analytically loud: the absence may mean Broadcom's position gives it enough leverage to keep its equity, or that its relationships run through different structures entirely. In a market where everyone else pays for lock‑in with shares, the one who doesn’t signals who needs whom.
- tier: Confirmed (✓)
- source: custom-ASIC / The one who doesn't pay in equity
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-custom-asic-src-custom-asic-avgo-outlier-rotation
- posted: 2026-07-22T12:06:44.371Z