Until now, Google has relied on Marvell rival Broadcom<\/a> for the design of its in-house Tensor Processing Units, or TPUs. Broadcom shares fell nearly 2% Monday following the report by The Information<\/a>.<\/p>\n The potential deal between Google and Marvell could include a TPU as well as a memory processing unit, The Information reported on Sunday. Google and Marvell did not immediately reply to requests for comment.<\/p>\n Both Marvell and Broadcom help their customers translate chip designs into silicon, providing back-end support before the processors are sent off to be manufactured at huge fabrication plants by companies like\u00a0Taiwan Semiconductor Manufacturing Company<\/a>.<\/p>\n It’s a role that’s fueled the growth of both Marvell and Broadcom as more tech giants design in-house accelerators for AI.<\/p>\n Amid that hustle to make enough silicon to power AI, it’s no surprise to see Google diversify its chip deals beyond Broadcom. The Google-Broadcom partnership is alive and well, having just been extended through 2031 in an expanded deal announced earlier this month<\/a>.<\/p>\n Meta last week also made a big deal<\/a> with Broadcom, committing to deploy 1 gigawatt of its own custom MTIA chips using Broadcom technology.<\/p>\n Marvell stock gained more than 20% in March as the company posted strong fourth-quarter earnings and guidance<\/a> amid surging demand for AI. Shares have continued to soar in April, up nearly 50% so far.<\/p>\n Nvidia<\/a> also announced a $2 billion investment<\/a> in Marvell in March. The deal makes it easier for Nvidia customers to access the application-specific integrated circuits, or ASICs, being made by hyperscalers like Google.<\/p>\n Google was the first hypserscaler to begin developing its own custom ASIC<\/a> to accelerate AI workloads, releasing its initial TPU in 2015. Giants like Amazon, Meta, Microsoft and OpenAI all followed suit<\/a>, as Big Tech scrambles for enough compute and lower-cost alternatives to Nvidia’s AI chips.<\/p>\n Google released its latest 7th generation “Ironwood” TPU in November, and may release its next chips at its annual AI conference, Google Cloud Next, later this week.<\/p>\n Originally trained for internal workloads, Google’s custom microchip has been\u00a0available to cloud customers<\/a> since 2018.\u00a0Meta<\/a>, Anthropic and Apple<\/a> all now use TPUs, as Google increasingly encroaches on a market cornered by Nvidia’s graphics processing units.<\/p>\n Memory has been one of several bottlenecks facing AI chipmakers in recent months, with a shortage of supply from memory makers like Micron<\/a>, SK Hynix<\/a> and Samsung<\/a>.<\/p>\n CNBC’s Kristina Partsinevelos contributed to this report.<\/p>\n
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