Broadcom expands AI infrastructure with custom chips for Google and OpenAI
What happened
Broadcom secured new agreements with VMware, Google, and OpenAI for custom AI infrastructure. Broadcom co-designs custom chips (XPUs) for a small group of buyers, including building TPUs for Google and Jalapeño chips for OpenAI. The company also added Tomahawk Ethernet networking to its offerings.
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Why it matters
The agreements benefit from the ongoing AI data center build-out cycle, as Broadcom is an integral supplier of custom AI chips for Google's cloud infrastructure. These deals position Broadcom as a key competitor to Nvidia in the AI semiconductor market.
Broadcom previously signed agreements to supply TPUs and AI networking to Google and OpenAI, benefiting from the robust AI data center build-out cycle.
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Who's involved
- BroadcomAmerican semiconductor manufacturer securing deals for custom AI infrastructure.
- GoogleAmerican multinational technology company receiving custom AI chips from Broadcom.
- OpenAIAmerican artificial intelligence research organization receiving custom AI chips from Broadcom.
- VMwareMaker of virtualization software integrated into Broadcom's AI infrastructure stack.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- GoogleSpeculative
Google could benefit from supply chain diversification through custom TPUs provided by Broadcom.
How this reaches others
Each traced step by step, with the reporting behind itKeep exploring
The entities involved
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Broadcom
American semiconductor manufacturer
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Google
American multinational technology company, a subsidiary of Alphabet Inc.
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OpenAI
American artificial intelligence research organization
Related events
- Market growth is driving intense platform competition and adoption of workload management in cloud infrastructure.
- Google will co-design the next generation of its TPU chip (TPUv9) with MediaTek, while acknowledging that Broadcom's market share of Google's silicon will slide.
- OpenAI is leasing data center power from Oracle, which is expanding its capacity at sites in Abilene, Michigan, and Georgia.
- OpenAI announces massive commitments to various partners, including 10 GW of Nvidia systems, a $300B cloud capacity goal, and new deals with AMD and Broadcom.
- Nvidia and Broadcom are identified as key semiconductor companies.