Apple, Broadcom extend partnership to 2031 for AI server chips
All signs point to this being related to Apple’s first chips developed specifically for AI servers.
Tuesday, July 7, 2026
Apple, Broadcom extend partnership to 2031 for AI server chips — Tuesday, July 7, 2026
Apple-Broadcom AI server chip deal to 2031; Siri voice controls beta; Google expands AI data use; Foxconn AI revenue +40%; Vercel pushes model-agent split. No new, credible developments matching the specified topics and companies were found in the last 24–48 hours.
Biggest developments
Vercel CEO on splitting models from agents amid cloud infra growth
6M daily deployments, 1T tokens through AI gateway; platform competition with labs intensifies.
Google updates privacy settings to use more data for AI training
Recent change allows storage of images, files, audio/video to improve generative AI models; opt-out available.
iOS 27 beta adds Siri pace and expressivity controls
Apple giving testers early look at voice controls for pace and expressivity in generative AI-powered Siri.
Foxconn Q2 revenue jumps 40% on AI server demand
Strong AI demand drove cloud/networking growth; June revenue up 52% to record.
Important posts & threads
Apple-Broadcom AI server chip partnership extended to 2031
Apple and Broadcom have announced an extended partnership that runs through 2031. All signs point to this being related to Apple’s first chips developed specifically for AI servers.
Bullish takes
- Foxconn AI server revenue surge signals sustained hardware demand
- Apple-Broadcom multi-year AI chip deal locks in supply chain visibility
- Vercel reports 1T daily AI tokens processed on platform
Critical takes
- Google expanding user data ingestion for generative AI training raises privacy stakes
- Microsoft 4,800 layoffs tied to AI-driven efficiency shifts
Why this matters
Apple's 2031 Broadcom tie-up accelerates custom AI silicon roadmap; data and agent infrastructure moves determine who captures margin in next AI wave.