Alphabet's Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, The Information reported on Sunday citing two people with knowledge of the discussions.
One of the chips is a memory processing unit designed to work with Google's tensor processing unit (TPU) and the other chip is a new TPU built specifically for running AI models, the report said.
Google has been pushing to make its TPUs a viable alternative to Nvidia's dominant GPUs. TPU sales have become a key driver of growth in Google's cloud revenue as it aims to show investors that its AI investments are generating returns.
Reuters could not immediately verify the report. Google and Marvell did not immediately respond to a request for a comment.
The companies aim to finalize the design of the memory processing unit as soon as next year before handing it off for test production, according to the report.
Google in talks with Marvell to build new AI chips for TPUs, aiming to rival Nvidia GPUs
byu/callsonreddit inwallstreetbets
Posted by callsonreddit
11 Comments
Good for them, everything after Endgame sucked anyway. Smart move to shift to AI.
long google
People will be buying chips so you would have been wise to preemptively pick up the dip.
Helluva good dip. It’s helluva good.
Superb 👌
Google’s been throwing everything at wall trying to break NVIDIA’s stranglehold on AI chips. TPUs are decent but they’re still playing catch-up in most scenarios. Competition is good though – maybe we’ll finally see some price relief in this space instead of paying premium for every GPU that can handle decent AI workloads.
ahh how conveniently these data center stocks will have good news every other day and they keep pumping to insane valuations..
AI bubble keeps getting bigger n bigger..
I sold MRVL at $90 because i knew it was gonna hit a new all time high
I sold META at $98
I sold GOOG at $168
and I sold NBIS at $30
I’m the best in this field
I remember when I first opened a brokerage account with Scottrade, I bought marvell stock because I thought it was marvel, fun times.
I own both Google and NVDA, am I delta neutral on this news??
Disney owns marvell? Buying at open tomorrow. Finally this stock may do something