GOOGLE IS IN TALKS WITH MARVELL TO BUILD CUSTOM AI INFERENCE CHIPS AS IT DIVERSIFIES BEYOND BROADCOM

Summary from the TLDR AI newsletter

Google is in talks with Marvell Technology to develop a memory processing unit and an inference-optimized TPU. The custom ASIC market is projected to grow 45% in 2026 and reach $118 billion by 2033. Broadcom, Google's primary custom chip partner, recently announced a long-term agreement to design and supply TPUs and networking components through to 2031. Talks with Marvell have yet to produce a signed contract.