- 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
- 2
- 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
Related events
- Broadcom supplies custom AI chips to Google, while MediaTek is eyed as a potential second design partner for Alphabet.
- Broadcom signed agreements to supply TPUs and AI networking to Google and OpenAI, benefiting from the robust AI data center build-out cycle.
- Broadcom designs TPUs for Google Cloud, while Anthropic relies on custom chips from Broadcom and leases the Colossus supercomputer from SpaceX.
- Nvidia is developing TPUs to compete with market leaders, while investor activity involves selling stakes in Alphabet and taking positions in Netflix stock.
- Broadcom, Google, and MediaTek are involved in competitive developments regarding custom AI chips, including long-term agreements and contention for the TPU design partner role.
Coverage
Newest first; wire copies grouped- yahoo.comThe 8 Best Stocks to Buy on Alphabet's Surging Capex