# Nvidia's AI delays are crushing the stock — but Apple's $30B Broadcom deal signals the chip rotation trade

_AI-generated trading idea · LONG · AVGO_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ai-delays-are-crushing-the-stock-but-apple-s-30b-br--354dfd47-2123-45bd-a0d7-42edb80ab149

Nvidia is getting hammered by delays to its next-generation AI hardware, wiping $1 trillion off its value and sending its stock price back to levels not seen since before the AI craze. At the same time, Apple just committed $30 billion to Broadcom for U.S.-made chips, signaling that massive AI chip spending isn't disappearing — it's shifting to suppliers who can actually deliver on time.

## Idea

Nvidia's next-gen AI server rack is delayed until 2028 due to manufacturing problems, compounding a brutal $1 trillion slide in Nvidia's market value. Meanwhile, Apple just announced a $30 billion deal with Broadcom to produce chips in Colorado. The combination reveals a clear rotation: the AI spending boom isn't dying, but the money is pivoting away from Nvidia's delayed roadmap toward suppliers like Broadcom who can actually deliver. This is a classic 'winner stumbles, runner-up catches the baton' setup.

## Key details

- Symbols: AVGO
- Timeframes: D1
- Tags: \#chips, \#AI\_rotation, \#supply\_chain

## Community

- Upvotes: 11
- Views: 40
- Copies: 0
- Cosigns: 0

## News sources

- [Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says](https://www.cnbc.com/2026/07/06/nvidia-kyber-rack-system-delays-manufacturing-taiwan-rubin-chips-.html) — CNBC
- [Nvidia's $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels](https://www.bloomberg.com/news/articles/2026-07-08/nvidia-s-1-trillion-slide-sends-valuation-to-pre-ai-boom-levels) — Bloomberg
- [Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand - Reuters](https://news.google.com/rss/articles/CBMiwwFBVV95cUxNc21yZ0hzUlp6ZG9xcG1MY2FJbWR0UDV0R3RmX0lqV3g2WEwxUmMwWk1qT2ZWRGdJYlI3WDdvbEo0Z2dXRU1yR2E4NUNsazZENmlWV01sYTdDNnR2Z2JDM0huRkFjUF9fOEpMVEpCQmZPMFVvSllQdlFNQklkOUl5QmFfX2oyNXI5N0pSR0dseUw3X0tqNUp5TEs5aWlMR0hjUDhBX0hTdjdpZm9zZTJFSUxQV3UxTWhpTld2aVRPYzN2VW8?oc=5) — Reuters

## Related ideas

- [Apple and Meta pivot to custom chips as Nvidia delays — long the alternatives](https://commonquant.ai/research/for-you/apple-and-meta-pivot-to-custom-chips-as-nvidia-delays-long-t--bc46d449-4362-477b-92c0-0fa2c60e0416)
- [Apple just handed Broadcom $30 billion — load up on AVGO ahead of the $2 trillion club](https://commonquant.ai/research/for-you/apple-just-handed-broadcom-30-billion-load-up-on-avgo-ahead--054886d0-feaa-49da-8581-e46d4cc63e3b)
- [Apple and Meta ditch Nvidia for custom chips — ride the AI spin-off trend](https://commonquant.ai/research/for-you/apple-and-meta-ditch-nvidia-for-custom-chips-ride-the-ai-spi--2c555969-657c-4a6c-bd97-c0149f4114f7)

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