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Marvell shares gain on report of deal talks with Google to develop two AI chips [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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with ?the chip designer to develop two new chips aimed at running ?AI models more efficiently. The potential deal could involve two distinct chips: a memory processing unit to ?complement Google's tensor processing unit and a new TPU built for running AI models, The Information reported on Sunday, citing two people with direct knowledge of the discussions. Big Tech such as Google and Facebook-parent Meta are moving fast to reduce dependence ?on external chip suppliers by ?expanding their custom chip efforts. Google deploys TPUs for training AI models and to respond to user queries, a process known as ?inferencing, and works with Broadcom to design its chips. The report signals that Google might be looking to diversify from Broadcom amid surging demand for its chips as businesses ?seek ?alternatives to Nvidia 's pricey chips. Google and Marvell ?did not immediately respond to Reuters requests ?for comment. AI lab Anthropic uses a range of chips, including TPUs designed by G
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