Google pits Marvell against Broadcom as it chases AI crown
And Marvell just offered the Chocolate Factory a $12.2B stake to sweeten the deal
It's an open secret that the major cloud providers don’t actually design their custom silicon from scratch.
There's not much value in reinventing the wheel, so they often outsource big and undifferentiated chunks of chip design to IP houses like Broadcom, Marvell, Arm, and others.
Google's partner of choice for its Tensor Processing Units (TPUs) has largely been Broadcom — though the chip giant's involvement was only made public earlier this year.
However, Google's relationship with Broadcom was apparently never monogamous. In an SEC filing this week, Marvell entered the chat, announcing that the Chocolate Factory had tapped the IP house to develop custom silicon for the search and advertising giant.
Among the products slated for development were “custom silicon programs that attach to the TPU ecosystem” including AI inference accelerators, storage controllers, network interface controllers,...
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