- Broadcom relies on hyperscalers like Google for growth, while Google continues to develop custom TPUs for its cloud stack.
- Broadcom and Google are co-designing TPUs to support AI models, as Google seeks to reduce reliance on third-party accelerators.
Celestica serves as the main hardware integration partner and custom AI ASIC supply chain handler for Alphabet.
2 reports, 1 independent
Updated Jul 26
Gone quiet
Reached 2 outlets in its first 24 hours
- Reports
- 2
- Developments
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- Repetition
- 50%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Celestica serves as the main hardware integration partner and custom AI ASIC supply chain handler for Alphabet.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Demand for AI infrastructure drives revenue growth for Celestica, capitalizing on the boom in the hyperscaler AI/ML compute market.Sub-event
Celestica is named as the hardware integration partner for Alphabet's custom AI ASIC supply chain.1 source
Keep exploring
The entities involved
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Alphabet Inc.
American multinational technology conglomerate
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Celestica
Canadian technology company
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Broadcom
American semiconductor manufacturer
- Alphabet is working with MediaTek to reduce Broadcom's share, while Broadcom is expected to be an important customer for OpenAI.
- VMware's infrastructure software business is leveraging advanced chip manufacturing to serve clients like Nvidia, Broadcom, and Alphabet, which is watched by Berkshire Hathaway.
Related events
- Broadcom signed agreements to supply TPUs and AI networking to Google and OpenAI, benefiting from the robust AI data center build-out cycle.
- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.
- Major semiconductor companies, including Nvidia, Broadcom, Marvell, and TSMC, are forging partnerships to build the AI ecosystem.
- Broadcom operates in the advanced AI chip market, with its sales being subject to government export controls.
- Broadcom is collaborating with OpenAI on custom AI processors and assisting with financing arrangements.
Coverage
Newest first; wire copies grouped- yahoo.comThe 8 Best Stocks to Buy on Alphabet's Surging Capex