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Google pits Marvell against Broadcom as it chases AI crown
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And Marvell offered the Chocolate Factory a $12.2B stake to sweeten the deal.
Key facts
- And Marvell offered the Chocolate Factory a $12.2B stake to sweeten the deal
- Marvell clearly expects this deal to be a major revenue driver for the company going forward, and it issued Google a warrant to acquire nearly 59 million shares worth roughly $12.2 billion
- Of course that didn’t stop Wall Street from dumping shares of Broadcom Wednesday, sending its stock price down about 4% as of late afternoon trading
- Or could simply be that Alphabet CEO Sundar Pichai wants to avoid becoming overly reliant on Broadcom lest Hock Tan get any ideas like hiking up prices the way he did on virtualization tech following
Summary
It's an open secret that the major cloud providers don’t 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.