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Google Eyes Marvell for AI Chip Power
20 Apr
Summary
- Google is reportedly in talks with Marvell for AI chip development.
- The deal could involve two custom chips for efficient AI model processing.
- Big Tech firms are increasing custom chip efforts to reduce supplier reliance.
Alphabet's Google is reportedly in discussions with Marvell Technology to collaborate on developing two specialized chips designed to enhance the efficiency of artificial intelligence (AI) models. The potential partnership could yield a new memory processing unit and an advanced TPU specifically for AI workloads.
This development signifies a strategic move by Google to bolster its custom chip capabilities. Major technology companies like Google and Meta are increasingly investing in in-house chip design to reduce their reliance on third-party chip manufacturers. Google currently utilizes its Tensor Processing Units (TPUs) for training AI models and inferencing, working with Broadcom on chip design.
The reported talks with Marvell suggest a potential diversification strategy for Google, especially amidst high demand for AI chips and businesses seeking alternatives to pricier options. Marvell, like its rival Broadcom, assists clients in chip design, benefiting from the burgeoning demand for specialized processors powering advanced data centers.
Last week, Meta also extended its existing deal with Broadcom for custom AI processors, highlighting the industry's focus on in-house AI hardware development. Marvell's stock performance has been strong, with analysts maintaining a positive outlook.
