Brind.
  1. Broadcom relies on hyperscalers like Google for growth, while Google continues to develop custom TPUs for its cloud stack.
  2. Broadcom and Google are co-designing TPUs to support AI models, as Google seeks to reduce reliance on third-party accelerators.
  3. Celestica serves as the main hardware integration partner and custom AI ASIC supply chain handler for Alphabet.

Demand for AI infrastructure drives revenue growth for Celestica, capitalizing on the boom in the hyperscaler AI/ML compute market.

1 report, 1 independent Updated Jul 28
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Demand for AI infrastructure drives revenue growth for Celestica, capitalizing on the boom in the hyperscaler AI/ML compute market.

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Celestica

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Celestica serves as the main hardware integration partner and custom AI ASIC supply chain handler for Alphabet. All 1 developments

Within Broadcom relies on hyperscalers like Google for growth, while Google continues to develop custom TPUs for its cloud stack.

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