After numerous media reports indicated that the partnership between Google and Broadcom to produce TPU computing components would end as early as 2027, causing Broadcom's stock price to fall, Google earlier clarified its partnership with Broadcom.No change.
Recent reports indicate that Google could end its TPU partnership with Broadcom as early as 2027, potentially transferring the partnership to Marvell, which is expected to produce the Granite Redux processor. However, Google later clarified that its partnership with Broadcom remains unchanged.
Broadcom has previously assisted Google in producing TPU computing components for Google Cloud-related services. It also assisted Meta in creating customized artificial intelligence computing components, and has increased its profits significantly in this wave of artificial intelligence computing. It is also preparing to complete the acquisition of VMware to expand its artificial intelligence computing development layout.
Microsoft continues its collaboration with OpenAI and expands its AI computing capabilities. Google also announced at a conference this year that it will expand its AI application portfolio and will double its investment in computing components like TPUs to gain an edge in the AI race. Broadcom is also profiting from this AI wave, with CEO Hock Tan predicting that sales of AI-related products will account for approximately 2024% of its processor revenue by 25.
