Google and Marvell expanded their custom-chip work, leading to analyst raises on TPU sales.
2 reports, 1 independent
Updated Aug 25
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What happened
Google and Marvell expanded their custom-chip work, leading to analyst raises on TPU sales.
Who's involved
What this event is mainly aboutHow it developed
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The entities involved
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Google
American multinational technology company, a subsidiary of Alphabet Inc.
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Morgan Stanley
U.S. investment bank
Related events
- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.
- Marvell Technology is seeing business upside as Amazon and Google utilize its custom AI chips, while market factors like FED signals and JPMorgan interest are monitored.
- 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.
- Marvell Technology is developing AI chips for Google, while Jim Cramer commented on the company's recent stock plunge.
- Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.