Google may partner with Marvell for making its specialised AI chips: What it means for Broadcom
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Google is in talks with Marvell Technology to develop custom AI processors, potentially expanding its AI hardware capabilities and sparking concerns for its long-time partner Broadcom. The move could help Google diversify its AI chip supply and gain leverage against Broadcom's fees.
Google is reportedly in talks with Marvell Technology to develop new custom AI processors. The partnership could help Google expand its AI hardware capabilities and reduce reliance on Broadcom, its long-time partner for Tensor Processing Units (TPUs). Google wants Marvell to focus on chips designed for AI inference, making its AI services faster and cheaper to run. The move may give Google leverage to push back against Broadcom's fees. Google and Broadcom recently solidified their partnership through 2031, but the new deal could help Google diversify its AI chip supply. This development comes as the 'AI arms race' intensifies, with the cost of electricity and computing power skyrocketing.
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