Browsing Tag
Tensor Processing Unit
5 posts
Marvell’s Google AI chip deal could unlock $120bn as Broadcom faces new TPU rival
Marvell’s Google AI chip deal could unlock $120 billion of revenue and a 6% Google stake, reshaping $MRVL while Broadcom’s TPU dominance faces a new test.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Intel (INTC) surges as Google and Nvidia reportedly turn to it as a backup chipmaker to TSMC
Intel surged ~11% on a report that Google and Nvidia are turning to it as a backup chipmaker to TSMC, with Google reportedly ordering 3M+ TPUs for 2028.
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.