Broadcom relies on hyperscalers like Google for growth, while Google continues to develop custom TPUs for its cloud stack.
1 report, 1 independent
Updated Jul 13
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What happened
Broadcom relies on hyperscalers like Google for growth, while Google continues to develop custom TPUs for its cloud stack.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Broadcom and Google are co-designing TPUs to support AI models, as Google seeks to reduce reliance on third-party accelerators.Sub-event
Summary of the competitive relationship between Broadcom and Google in the AI infrastructure market.1 source
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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.
Related events
- Broadcom designs TPUs for Google Cloud, while Anthropic relies on custom chips from Broadcom and leases the Colossus supercomputer from SpaceX.
- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and 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.
- Broadcom chips are helping hyperscalers like Google, Meta, and OpenAI reduce their compute costs.
- Broadcom is gaining market share by targeting custom infrastructure solutions for major AI giants like OpenAI and Google.