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Will Broadcom become the next AI power?
Broadcom stock fell in premarket trading on Friday with investors seemingly disappointed by its earnings.
www.barrons.com
Will Broadcom become the next AI power or are they overly optimistic? Another customer for TSM?
Last edited: Sep 1, 2023
"Broadcom is the design partner for Alphabet Inc.’s Tensor Processing Unit (TPU)"
"Broadcom is the design partner for Alphabet Inc.’s Tensor Processing Unit (TPU)"
As I understand this particular relationship, Google does the digital design, and Broadcom does the analog work.
As I understand this particular relationship, Google does the digital design, and Broadcom does the analog work.
The relationship started with the Avago ASIC group for the full chip (TPU v1). Today, as I understand it, Broadcom provides IP to Google (SERDES etc...) but Google does the full design.
www.barrons.com
