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At large technology companies, supplier relationships tend to compress into a short list of primary partners. Google is a key customer for Broadcom. Marvell has now entered that account.
The constraint worth watching is that a customer relationship, once shared, changes character.
A supplier with no active rival at a key account holds pricing leverage and design continuity that erodes the moment a competitor arrives.
Marvell entering Google's supply chain does not guarantee Broadcom loses business. It does give Google an alternative, and that alternative changes the shape of every conversation that follows.
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