Google in a discussion contemplated dropping Broadcom as its AI chips supplier – The Information
WORLD, Sept. 21st – A subsidiary of Alphabet, Google’s executives have discussed dropping Broadcom as a supplier of artificial intelligence (AI) chips as early as 2027, The Information reported on Thursday.
If that happens, Google will design the chips – known as tensor processing units – in-house, the report said, adding that executives set a goal earlier this year to ditch Broadcom following a standoff between the companies over the price Broadcom was charging for the chips.
Google also plans to launch an improved networking chip, internally code-named Granite Redux, with chipmaker Marvell Technology by next year, The Information said.
According to Reuters, Google, Broadcom and Marvell didn’t immediately respond to it request for comment.
Broadcom shares fell 3.7% in premarket trading.
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