Tensor Processing Units (TPUs), the next generation of Google’s AI processors, are anticipated to be released next year, and the company is collaborating with Taiwan’s MediaTek on their development, media said on Monday. Although it won’t break up its relationship with Broadcom, the firm it has solely collaborated with for AI chip research in recent years, this decision will signal a change in Google’s semiconductor strategy.
According to the media, Google may be moving to MediaTek since the business has a solid relationship with Taiwan Semiconductor Manufacturing business (TSMC) and provides cheaper per-chip expenses than Broadcom.
In addition to collaborating with MediaTek, Google creates its own AI server chips, which are then made available to cloud users and utilized for internal research and development. By lessening its dependency on Nvidia, which continues to dominate the semiconductor sector, this tactic aids Google in maintaining its competitiveness in the AI market. This is particularly crucial because Nvidia processors are in great demand from rivals like OpenAI and Meta.
Late last year, Google introduced its sixth-generation TPU, providing its Cloud clients and itself with an alternative to Nvidia devices. According to reports, MediaTek was chosen because of its solid alliance with TSMC, a significant chip maker, and its capacity to offer chips at a lesser price than Broadcom.
Research company Omdia estimates that, depending on Broadcom’s sales expectations for AI chips, Google spent $6 billion to $9 billion on TPUs last year.
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