Google Negotiates Two AI Chips With Marvell to Expand TPU Production

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Google is in talks with Marvell Technology to develop a memory processing unit and an AI inference TPU, aiming to finalize design by next year. The discussions follow Google’s deepened custom chip agreement with Broadcom to diversify its TPU supply as AI model deployment accelerates.

1. Google Initiates Marvell AI Chip Talks

Google has entered discussions with Marvell Technology to co-develop a memory processing unit designed to complement existing tensor processing units and a new inference-focused TPU. Both companies aim to finalize the memory chip’s design by next year, with test production to follow upon agreement.

2. Expanded Broadcom Custom Chip Partnership

Google recently deepened its custom chip collaboration with Broadcom to secure additional TPU production capacity. This extension follows a major $2.3 billion custom AI processor deal by a leading hyperscaler last year, underscoring surging demand for specialized AI hardware.

3. Strategic Impact on AI Hardware Supply

These partnerships signal Google’s intent to diversify its AI hardware supply beyond a single vendor, reducing concentration risk and boosting production flexibility. The moves position Google to meet escalating demand for inference and training workloads across cloud and on-device applications.

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